We have been saying for some time that we are concerned about China’s economy. Some say that valuations are at record low levels relative to the US. Our view
The Fed finally did it. A cut of 50 basis points highlights their desire to keep the United States economy from sliding into recession. We still expect another
One of the key drivers of inflation is the cost of energy. Oil prices have caused inflationary pressure with concerns related to the Russia-Ukraine conflict
After months of hinting that interest rates would fall, Chairman Powell finally came out and said it; the economy has slowed enough to declare that interest
In previous updates I’ve talked about how perception matters in terms of market movements. The latest economic report suggests that the economy added less
I am often asked what drives market volatility. The temptation is to look to the nearest headline about the economy, war, etc., but the real core reason is
The markets got off to a very difficult start on Monday as investors appeared to be reacting to a weaker than expected jobs report. Concerns about a global
I've talked about this subject recently, but I think it bears repeating given that the market appears to be rotating away from a select number of positions
In this week’s update, I answer some of the questions that you have sent to me.
What does Biden’s announcement do for the economy and the market? It seems
The sentiment on markets and the economy, move prices. As an example, there is a growing perception that this fall political outcomes may lead to lower
