oil production

US Industrial Downturn: What If Oil and Inventory Join It?

By |2019-08-15T18:42:26-04:00August 15th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Revised estimates from the Federal Reserve are beginning to suggest another area for concern in the US economy. There hadn’t really been all that much supply side capex activity taking place to begin with. Despite the idea of an economic boom in 2017, businesses across the whole economy just hadn’t been building like there was [...]

The World Economy’s Industrial Downswing

By |2019-03-15T18:30:15-04:00March 15th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

As economic data for 2019 comes in, the numbers continue to suggest more slowing especially in the goods economy. Perhaps what happened during that October-December window was a soft patch. Even if that was the case, we should still expect second and third order effects to follow along from it. Starting with Europe first, Germany’s [...]

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