Close to a washout but not quite there
Not much to smile about today for equity investors.
Read More08/05/19 Economic Week Ahead
Following a rate cut last week which acted as an insurance for a potential further decline in economic activity as well as an effort to bring inflation up to…
Read MoreComment from the road
I am in Boston visiting clients to talk about where we are in the correction process and our thesis of a generational change in how the Fed views inflation. …
Read MoreAugust Macro Slide Deck
A generational change in the way Fed views inflation suggests a more aggressive Fed. For the better part of the last 40 years, the Fed has been worried about…
Read MoreChinese response to tariffs pushing stocks lower
S&P 500 futures are falling over 1% this morning after the Chinese government let their currency weaken to the lowest level vs. the U.S. Dollar in over ten years.…
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