Chart of the Day: That 2008 Feeling...Part 2
Almost unnoticed given the focus on the superficially disappointing Q4 GDP data was the news that the US goods trade deficit in December was the...
106 Views
Single Chart Inflection Point that Will Define Risk in 1H 2018
This insight outlines the tight oil/equity correlation within the context of the oil/USD link and outlines why Euro resistance is the make or break...
124 Views
Chart of the Day: What Lies Beneath
At 2.6% q/q SAAR, the advance estimate of US Q4 GDP was superficially disappointing but the more the data are dug into, the better they look....
102 Views
A 2018 Crash: 1987 Redux?
We have grown worried by the capital concentration in US assets, particularly in so-called ‘safe’ assets like Treasuries and the US dollar. Similar...
627 Views
The U.S. Dollar: Deficits, Tax Cuts, and Mnuchin's Jawboning
The U.S. is headed to record trade deficits and increased fiscal deficits over our forecast horizon of 2018-19. In inflation-adjusted terms, we...
120 Views