This week it is Jackson Hole, where central bankers from all around the world will meet. This can be a big event if there are central banking issues. Please click the link below to continue reading: Market in a Minute 2019-08-20
There is more and more debate in the markets about global bond yields and the odds the U.S. might see negative yields. Please click the link below to continue reading: Market in a Minute 2019-08-13
There are several risks in the market that need to be resolved or the markets will seek lower levels. To start with, we are in a bad seasonal period with August, September, and October, the toughest months. To continue reading please click on the link below: Market in a Minute 2019-08-06
On Wednesday, the Federal Reserve will announce their interest rate policy and it is widely expected to be a reduction of .25% in the Federal Funds rate. Market in a Minute 2019-07-30
We recently wrote a white paper that gives investors a road map to deal with future market conditions that will likely be completely different than the last 10 years. We strongly favor an asset allocation of tactical or very conservative investment strategies rather than traditional asset classes and provide an example of an asset allocation…
Below is the New York Fed Recession Probability Model, which uses the spread in treasury securities, which indicates currently there is a 32.87% probability of a recession by June 2020. To continue reading please click the link below: Market in a Minute 2019-07-23
We are entering the active part of earnings season over the next couple of weeks. Earnings are expected to be down -2.7%. To continue reading please click the link below: Market in a Minute 2019-07-16
The Purchasing Managers Index, which you can see below, is an excellent indicator of economic conditions for the all important manufacturing sector of the economy. Please click the link below to continue reading: Market in a Minute 2019-07-09
Last week was interesting with the Democratic debates and of course President Trump’s meeting with the president of China at the G20 meetings. Please click the link below to continue reading: Market in a Minute 2019-07-02
The stage is set for the Federal Reserve to cut rates in July, we would assume something like almost guaranteed that the Fed will cut given what the bond market is saying. Please click the link below to continue reading: Market in a Minute 2019-06-25