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...
336 Views
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...
105 Views
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...
151 Views
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...
142 Views
Trump Makes Russia Great Again as His Domestic Agenda Continues to Implode
Tweet and NYT-interview attacks on Sessions suggest that Trump is close to triggering a constitutional crisis by sacking Sessions (and possibly...
128 Views