With unemployment at multi-decade lows, one might conclude this is all positive for the economy. However, while low unemployment is a positive, it does carry with it some risks that investors need to be aware of.
The Federal Reserve continues to move towards increasing interest rates. The pace of the rate increase will be wholly dependent on the pace of inflation. As it stands now, inflation seems somewhat muted though there are signs that it may be picking up.
I’m back from China. Let me start by saying there is nothing like being in the United States. While these research trips are helpful, the best part of every trip is returning to this great country.
You probably have noticed that trade has been a big issue in the news. In particular, the US trade deficit with China and other low-cost labor countries have created a trade deficit situation with the United States.
The question I am asked most often is a simple one:
What keeps me and DWM up at night related to the economy and the markets?