US Deflation Risks Are Creeping Back, and Will Be the Only Game in Town if Tax Hoopla Fails
-The hoopla around Trump's tax reforms has been the key hope driving markets since 9 November 2016 -- although the underlying strength of the...
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US: Stage Is Set for Further Monetary Tightening
Lead indicator reflects rosy outlook for the US: The Conference Board Leading Indicators Index increased 0.4% m/m in Mar 17, after rising 0.5% in...
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Trump, Russia and the Triumph of America's Deep State
-Of all his stated policy positions, the most coherent one articulated by President (and candidate) Trump was non-animosity toward Russia. His...
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A Troubling Picture on the U.S Fiscal Outlook
Following the failure of health care reform efforts in Congress attention may now turn to the potential for a U.S. government shutdown as the...
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Trump/Xi Summit in the Wake of North Korea's Sabre-Rattling - Issues and Opportunities
The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards...
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