The Geopolitical — Stock Market Connection: Chinese Communists Can’t Tame Coronavirus But Their Selfishness And Incompetence Can Stoke The Bears On Wall Street
Sugar, Gasoline And The Move Index: What Fixed Income, Currency, Commodity And Equity Markets Are Telling Us
The Latest On The Global Economy: Powerful Governments Are No Match For Economic Complexity
Market Forecast For the Week of September 6, 2022: The Clouds Won’t Be Chased Away This September
The Geopolitical — Financial Markets Connection: How Biden Can Tamp Down Oil Prices And Put A Floor On Equities By Undoing Trumpism In The Middle East
What The Entire Financial Markets Complex Is Telling Us: America Remains Stable But The ROW Has The Fed And Malevolent Politicians Rocking The Boat
The Latest On The Global Economy: Slow And Increasingly Unsteady As America Tries To Be The Last Domino Standing
The Geopolitical — Financial Market Junction: The Ukraine War, Biden‘s Incoherence, And Equities
Market Forecast For the Week of August 29, 2022: Low Volume And Paralysis By Analysis Is Done, So Let The Selling Begin
Geopolitical Developments: The Downfall Of Autocracy Is The Great Hope Of Decent People And The Markets, And Positive Signs Are Emerging
What Financial Markets Are Telling Us: Hopes May Rise At Jackson Hole But Equities Aren’t Safe Yet
The Latest On The Global Economy: America Strives For Immunity Against Global Problems Of Every Stripe
Geopolitical Developments: The Doom Loop Of Japan Inc. Starts With The Japanese State
Market Forecast For the Week of August 22, 2022: One Last Gasp For The Bulls Before The Bears Take Over And Fill In The Gaps
Please Note The Next Blog Posting Will Be On Monday, August 22 2022
Market Forecast For the Week of August 15, 2022: The Bulls Take The Market Marginally Higher As Peak Optimism Sets In
Geopolitical Developments: The Yen For Stocks Depends On The Willingness Of The Japanese To Invest Confidently At Home
What Financial Markets Are Telling Us: Heterodox Thinking Is Taking Markets Higher But Odds Are This Is Just A Summer Fantasy That Ends Abruptly
The Latest On The Global Economy: The US Labor Market Is Running On Borrowed Time As The Fed Targets Wages More Than Actual Inflation
Geopolitical Developments: Non-Alignment Is Not Just Vapid Moralizing But Consequential In Destroying Global GDP