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Contrarian Alert
There is one thing I know for certain – markets do not like uncertainty. If we measure uncertainty by the level of volatility in the market, we are at the 2nd most uncertain point in the last 7...
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Other Than China, Not Much Of Port Strike Resolution In Trade Figures
The port strike on the West Coast of the US was finally resolved and goods began to flow more freely starting in February. That meant March’s import figures would be absolved of this aberration and we...
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Slowdown Continues; Lost Time Accumulates
US trade statistics for February improved in both exports and imports, but there are questions as to the reason for the reverse and whether it is actually meaningful. After abysmal performance in every...
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Politics of the Monetary Noose
In June 2015, Pew Research Center conducted a poll of citizens in European countries in order to gauge public sentiment of the European integration project. They found what they thought was a rebound...
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The No Growth In US Trade Does Matter
While certain markets continue to dream of the economy that might be, we continue to be stuck with the economy that continues to be nothing like it. Last week the Census Bureau reported that exports...
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Europe Comes Apart, And That’s Before #4
In May 2018, the European Parliament found that it was incredibly popular. Commissioning what it calls the Eurobarameter survey, the EU’s governing body said that two-thirds of Europeans inside the...
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