Tag: u.s. economy
The Growing Gig Economy Around The World
Throughout history, our jobs have evolved. From the industrial revolution to the digital era of today, work has only become more internet-centric and globalized.
The...
Just How Transitory Is Inflation?
Would you buy a five year CD paying 5%?
We would be shocked if anyone answers “no.” On a relative basis, versus other fixed-income options,...
Are Copper and Steel Prices Set For Major Breakouts?
Just as the economic recovery is picking up steam, there are mixed messages coming from inflation data as well as the equities (breadth) and...
Undermining Capitalism with Unreal Values and Crass Distortion
“Compared to What,” a classic jazz tune written in 1966, became famous in 1969 by Les McCann and Eddie Harris at the Montreux Jazz Festival....
Is Bond Yields Decline An Economic Signal… Or Noise?
The SNR (signal to noise ratio) is a measurement often used in science and engineering that compares the desired signal with background noise.
This thought...
The Future Of Mobility: How Will Transportation Evolve?
The way people move about has constantly been evolving. Today, innovation continues to take place on all fronts.
Companies like Tesla have led the race...
The Lifeline Of Financial Markets – Liquidity Defined
We recently read an analogy in which the author compares the current state of asset prices to an airplane flying at 50,000 feet. Unfortunately,...
Is Running Hot Inflation Wise and Humane?
"To me, a wise and humane policy is occasionally to let inflation rise even when inflation is running above target.” – Janet Yellen
“To me, the...
Inflation Concerns Bubble Up As Bond Market Whistles Past Graveyard
In this case the bond market is calm, relaxed and whistling as it walks past the inflation data (aka the graveyard).
From recent client events...
Rising Threats To Global Asset Bubbles This Year
Part One of this article showed how growing wealth inequality might pressure the Fed to taper QE and/or raise interest rates. Given the indirect market...
