Global Equity Seasonality: Unsplendiferous Summer
Seasonality Is a Many-Splendored Thing, but summer isn't so splendiferous.This is, of course, written with profuse apologies to Han Suyin, who...
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The Market Sentimentalist - Who's Eating Porridge?
Summary131 days into the Trump presidency (who’s counting?) and US equities are still rising but US Treasury yields have turned down after their...
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After His Catastrophic Foreign Policy Debut, Trump's Administration Faces Paralysis at Home
-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending,...
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US Macro - Bonds Pointing Down, Equities Pointing Up, Which Is Right?
In last week’s US macro insight (US Equity Market Looking Increasingly Expensive) we argued that stocks looked 80% overvalued by historic...
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The Calm In U.S. Stocks Is Tested
Earlier this month, RDQ Economics attended the Atlanta Fed’s Annual Financial Markets Conference. This year’s theme was Managing Global Financial...
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