The Inverted Yield Curve with short term rates above long rates has been one of the most anticipated over hyped harbingers of doom and gloom in history. For over a year Bearish forecasters sounded the alarm bells of a coming contraction as the Yield inversion approached, even though histrionically this is one of the best…
US stocks continue to outpace world markets despite increasing evidence of a US economic slowdown and weak corporate earnings. Equities are heavily influenced by expectations of future business earnings, yet stocks remain elevated in part due to the high confidence in aggressive rate cutting by our Central Bank that is…
In the final 4 months of 2018 there were over 40 central banks interest rate hikes from around the world despite clear global slowing throughout 2018. In the past 4 months over 40 central bank rate cuts have occurred. More rate cuts are coming, as investment markets are leading the…
It’s been 10 years since cryptographically secure digital assets such as Bitcoin came into existence. After an abysmal 2018, some wonder if Bitcoin’s return to life in 2019 has been due to capital fleeing China to escape the effects of Trump tariffs. The charts are mixed, but lately as Chinese currency…
Petroleum prices have been coiling in recent months. US brinkmanship with Iran adds a premium, while the inexorable rise in US production favors more discounted values. If war breaks out the upper $60’s to upper $70’s is the logical target zone for WTI Crude Oil. Should the war risk be removed, then…
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