[Exclusive] False Narrative for Economy

The ‘Experts’ would have you believe we are hurtling towards recession and Trump will lose re-election. Yesterday the pundits made a big deal out of sharp drop in the Empire...

Macro Briefing: 5 June 2019

Senate Republicans push back on Trump’s plans for tariffs on Mexico: NY Times Mexican officials to meet with VP Pence today for tariffs talk: Reuters Trump: there’s ‘always a chance’ of...

EM Hoodwinking Investors and a BIG Bond Short

Alex here with your latest Friday Macro Musings... Articles I’m reading — Jason Zweig writing for the WSJ published an article (link here) highlighting what I think is an important...

Economic Risk And The Trump Factor

No model can capture it. No analyst can fully comprehend it. But it’s there and it’s not going away, at least not until the 2020 election. For good or...

Q1 GDP Revisions a Bit of a Mixed Bag

A bit of good news, bad news. Bad news…Q1 GDP was revised lower from 3.2% to 3.1%. Good news…consensus expectations were targeting a revision down to 3.0%. The fear...

The Effects on Consumers of an Inverted Yield Curve

Treasury yields have been all over the news as of late. Not only have we seen a flight to quality in assets like the US 10-year Note resulting in...

Visualizing Copper’s Role in the Transition to Clean Energy

A future powered by renewables is not in the distant horizon, but rather in its early hours. This new dawn comes from a global awareness of the environmental impacts of...

EU Voting Could Impact Stocks This Holiday-Shortened Week

The US Memorial Day weekend is set up to become a very interesting time for investors.  The EU voting is complete and the change in EU leadership may move...

Eurosceptics Gained Seats in the EU. Will Gold Shine Now?

More than 200 million people in 28 nations voted in the second-largest democratic elections in the world. What interesting information can we glean from their vote - which way...

Macro Briefing: 24 May 2019

US proposes tariffs on nations with undervalued currencies: Bloomberg UK Prime Minister May announces resignation: Reuters India’s Prime Minister Modi wins second term: NY Times Inflation in Japan edged up to 3yr...

Visualizing Internet Suppression Around the World

View the full-size version of the infographic by clicking here When people think of freedom, they often think it in the physical sense, such as the ability to act and...

Mnuchin Says He’s Talked to Walmart About How Planned China Tariff...

Treasury Secretary Steven Mnuchin on Wednesday revealed he’s talked to the chief financial officer of America’s top retailer after getting heat over proposed tariffs on a variety of consumer...