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…
US Treasury debt instruments are deemed the safest in the world with the 10 Year Treasury Note being the most popular. While safety, foreign bond rate competition and inflation expectations are among the most important factors affecting the yields of US Treasuries, Quantitative Easing (QE) is also an influence in this unique era…
Today’s economy has often been called the Goldilocks economy: it’s not too slow or fast, it’s just about right. Economic Goldilocks today is manifested by persistently low inflation, interest rates and unemployment with simultaneous strong economic and income growth. After a record setting 10 year growth phase, the US is…
Virtually every week this year confidence of a major trade agreement between the US and China has grown. Just a few days ago Trump surrogates spread rumors that a deal would be announced in a week. Suddenly, a lack of progress on trade deal enforcement terms has triggered Trump to…
Corporate balance sheets are in excellent shape, but equally impressive is the Net Worth of the American Household that grows virtually every single quarter year over year. During rare periods when it doesn’t expand, it typically coincides with economic trouble. Historically, more than a 4% decline in sequential quarters is a warning…
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