Sudden Stop in Labor Market, Mild Damage in Manufacturing: Worse Ahead
The truly horrific NFP prints are likely a month and two hence, with unemployment topping 10%. State and local governments (required by law to...
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Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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Dollar Surge Further Aggravates Equity Markets
Support levels have meant little more than talking points as indexes are slicing through them like butter. The truth remains that no one knows how...
446 Views
Biden as Presumptive Democratic Nominee a Force for Stability & Helpful for Markets
After winning 11 of the 15 primary contests from 29th February to 3rd March (Super Tuesday), former Vice President Joe Biden cemented his position...
358 Views
This Gold Bull Market Is Being Made in Beijing
Gold should test US$2000/ oz over the next 12 months Central Bank Liquidity drives gold higher US Federal Reserve set to expand its balance sheet...
469 Views