Wednesday, September 25, 2019
As Germany Sinks, Draghi Promotes MMT
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Germany's Homegrown Problems. IHS Markit has released its flash estimates for September’s Purchasing Managers’ Indexes (PMIs) in the Eu...
Thursday, September 12, 2019
US Bond Yields Made in Germany
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Another round of central bank easing is underway. So why are bond yields rising? The 10-year US Treasury bond yield rose from a recent low...
Thursday, September 5, 2019
From FOMO to FONIR
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I visited with our accounts in Atlanta and Chattanooga recently. They seemed relatively calm. Most of them believe that the US economy can ...
Wednesday, August 28, 2019
Trump's Game of Chicken
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President Donald Trump seems to be playing simultaneous games of chicken with Fed Chair Jerome Powell and Chinese President Xi Jinping. Las...
Wednesday, August 21, 2019
Bonds In Neverland
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The negative interest rate policies of the European Central Bank (ECB) and the Bank of Japan (BOJ) have created a Neverland in the global f...
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