Today’s economic news comes straight from the campaign trail, but it might not be the news you think. The big story is that opposition to free trade is now a major vote winner—and an issue that stands to affect the policies of both parties.
March 9, 2016
Today’s economic news comes straight from the campaign trail, but it might not be the news you think. The big story is that opposition to free trade is now a major vote winner—and an issue that stands to affect the policies of both parties.
March 8, 2016
As the market creeps back up, investors may be inclined to doubt the recovery. After all, there must have been a reason for the pullback we just saw. Couldn’t stocks drop again for the very same reason?
March 7, 2016
Last week’s economic news was very good, with all major releases beating expectations.
March 4, 2016
Once again, it’s time for our monthly update on risk factors that have proven to be good indicators of economic trouble ahead. After flashing a yellow light for the last several months, the change in consumer confidence indicator has declined even further, moving closer to the worry zone. Some signs of weakness are also appearing in other areas, such as the yield curve indicator.
March 3, 2016
I am traveling today, speaking to investors, and during the discussion after my presentation, a question arose: where will the next financial/economic crisis be?
We’ve talked about many different risks but not about where the next systemic crisis might come from. It’s a question worth considering.
March 2, 2016
Today, I’m launching a new monthly feature on key market risk factors. I’ve written on this topic from time to time, but given recent market conditions and behavior, I think it’s useful to review these factors on a regular basis.
March 2, 2016
In my latest Market Thoughts video, I discuss the markets and economy in February, which was turning out to be a scary month before a late rally left the market flat. Why did the pullback happen, what caused the recovery, and what does the future hold?
March 1, 2016
The market’s movements continue to raise a lot of questions. After the decline to start the year and the ongoing recovery, does the market really have any idea where it’s going?
In the short term, the answer is no.
February 29, 2016
Last week’s economic news was generally good, despite some signs of weakness. Data showed consumers making and spending money, more signs of stabilization in industry, and continued growth in housing.
February 26, 2016
I’m just back from the Commonwealth Chairman’s Retreat conference, trying to digest all I learned there. I usually come away with at least one idea that has the potential to change my life for the better, and this year it was the concept of purpose.
