globally synchronized growth

Globally Synchronized…

By |2019-04-25T18:35:57-04:00April 25th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The economic sickness is predictably spreading. While unexpected in most of the world which still, somehow, depends on central banking forecasts, it really has been almost inevitable. From the very start, just the utterance of the word “decoupling” was the kiss of death. What that meant in the context of globally synchronized growth, 2017’s repeatedly [...]

IMF Cancels Globally Synchronized Growth, Confirms The Worst Case

By |2019-04-09T12:58:42-04:00April 9th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The IMF becomes the latest mainstream organization to abandon the recovery. It wasn’t really much of one to begin with, mostly just the hope that an uptick in growth would lead to the long sought, and necessary, completion. Globally synchronized growth in 2017 was supposed to mean a plausible pathway toward it. The IMF’s World [...]

Retail Sales In Bad Company, Decouple from Decoupling

By |2019-04-01T12:17:01-04:00April 1st, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

In a way, the government shutdown couldn’t have come at a more opportune moment. As workers all throughout the sprawling bureaucracy were furloughed, markets had run into chaos. Even the seemingly invincible stock market was pummeled, a technical bear market emerged on Wall Street as people began to really consider increasingly loud economic risks. There [...]

Broken Record

By |2019-03-06T15:56:39-05:00March 6th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The OECD has become the latest mainstream Economist outfit to relent on growth. Two years ago, they had grown cautiously optimistic as reflation appeared in the back half of 2016. By the middle of 2017, positively giddy barely able to contain their increasingly rabid excitement: The global economy is now growing at its fastest pace [...]