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"Stability” will be the top priority of the Chinese authorities through the 19th Party Congress in fall 2017, but the target could prove difficult to meet.The risks to economic growth prospects...
Canada – Real gross domestic product rose 0.4% in November, more than recouping the prior month’s losses (October’s slump was revised from -0.3% to -0.2%). November’s increase...
The global markets were humming right along until a large cracked appeared in 2015. This big crack in the global economy seemed to go unnoticed, however the implications are quite serious if the trend...
Investing is a stressful endeavor – plain and simple. You never have all the facts to make a perfect decision. You are only able to see the right answer with the benefit of hindsight. Things are...
Chris Cole, of Artemis Capital, recently asked, “What investments do you justify by common knowledge today that will look foolish 40 years from now?”Here are a few I think might...
On a trailing twelve month quarterly basis, AMZN's (NASDAQ:AMZN) operating income growth has plunged from 30.2% in Q2 2015 to just 3.6% in Q4 2016. This is a stunning drop in growth considering that...
An analysis of the political setup in Italy shows eurosceptics are on the verge of taking control of the country.The only missing ingredient is an early election. And early elections are now the...
We discuss the elephant in the room for Donald Trump, Apple (NASDAQ:AAPL) is the most profitable company in the world, has 250 billion dollars in tax shelters, and if anybody can afford to bring...
As one gets older, you learn to appreciate the idea that quality speaks for itself. Something highly thought of or very valuable, or possibly an individual who has helped create tremendous value,...
There are two planks to Trumponomics—trade protectionism and fiscal stimulus through tax cuts and infrastructure spending. While US fiscal stimulus should be positive for the US and the rest of...
Philippine Environment Department suspended 5 mines and closed 21 after a nationwide audit. The Turkish central bank raised its end-2017 forecast from 6.5% to 8% due largely to the weak lira. Central...
Note: This commentary has been updated to this morning's release of Nonfarm Employment for January.Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is...
Stemming from the virtual absence of underwhelming economic data… the cumulative weight of growing confidence – as relative as it may be, continues to list US markets towards what we...
Summary: The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely.That said, there are some...
The end of the US dollar's downside correction, which we see having begun in mid-December, following the Fed hike rather than the start of the New Year, is proving more elusive than we anticipated....