The Market Sentimentalist - Winter Is Coming: Economic Pathways To World War III
IntroductionHBO’s successful series Game of Thrones has the phrase “Winter is coming” as its key tag line. It is not meant to reference a seasonal...
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Chart of the Day: US Bridges Are Falling Down
Key to understanding the US economy's historically muted growth performance so far this decade and the extent to which monetary policy has, in...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Chart of the Day: Dammit Janet! I Love You - Part 2
As recently emphasised (Chart of the Day: Dammit, Janet! I Love You), Fed Chair Yellen somewhat prematurely ends her tenure in charge of the...
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Trump Now Has a Clear Path to Damage the Fed, Even as He Loses Political Ground
-Appointing a non-economist as Fed chair is akin to appointing an economist (without legal training) as Chief Justice. The last time it happened,...
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