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...
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The 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...
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Looking 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...
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The 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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