The trade wars are escalating and other countries are responding that they may impose retaliatory taxes on US goods. The immediate reaction was for a weaker dollar, but all other things equal, an...
Read moreThe current U.S. economic expansion has continue for a remarkable 106 months with no recession. That’s tied for the second longest in U.S. history with the average U.S. expansion lasting 59...
Read moreLooking out the window of the A320 as i fly over the Straits of Malacca one could almost confuse it for a Bangkok traffic jam. Shipping volume as a function of global trade is booming and the...
Read moreThe hard macro data have mostly still been pointing up globally, most notably the ISM’s. Swiss watch exports got off to a very decent start to the year and give a good indication of consumer...
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