Global: World Trade Still Buoyant
The global economy remains healthy, even robust. That is the clear message of the latest, recently released CPB data that show world trade volumes...
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US: Manufacturing Boom!
While markets have focused on the slight miss in the headline number, the real message of the August labour market report was that the...
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US: GDP Nuggets
The revised Q2 GDP data contain a number of interesting and important features that may have flown under investors' radar and, more broadly, offers...
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US: Think The Trump Bump Is Over? Think Again.....
The election of Donald Trump saw previously muted animal spirits soar as businesses anticipated a de-regulation, health-care reform and fiscal...
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The Market Sentimentalist - The Worry List
SummaryGlobal asset markets have shrugged off rising geopolitical tensions, stretched valuations and worries that the world’s leading central banks...
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