Market Overview

We haven’t had to change our subjective probabilities for our three alternative economic scenarios for quite some time. We are…

The US, Japan, and parts of Europe had a rough week, while China, Germany, France, and the Euro Stoxx 50…

The US Dollar plunged rapidly last week, losing over 3.5% and pulling back to levels below 104.0, nearly erasing gains…

Dollar suffers from tariff talk and growth concerns Wednesday’s aluminum and steel tariff deadline in the spotlight US equities in…

Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result…

We haven’t discussed global monetary inflation for a while, mainly because very little was happening and what was happening was…

I’m sure this week will be interesting, given the CPI and PPI reports. I’m sure the administration will have plenty…

Many believe Winston Churchill coined the phrase: “Never let a good crisis go to waste.” Others think it was President…

DOGE is unlikely to cause a US recession, but its «move fast and break things» approach raises the risks. Narratives…

Markets have struggled this week as fears are rising. Wall Street is on edge as investors say the Trump administration’s…