So the 2020 race is heating up as more candidates enter the fray. Who will be the most extreme of the bunch? Time will tell, but what we know now – these ideas ain’t new and they’re dangerous. Additionally, is the Master of the Deal in trouble when it comes to China?
So we continue to have evidence of a global economic slowdown. Meanwhile, Brexit appears to be getting kicked further down the road, and are US/China trade talks falling apart? Despite this, the crackheads on Wall Street may take bad news for good news, as the Fed may decide to give the markets another fix.
The Fed meets this week in what is likely to be a par for the course event. We’ll most likely hear more of the same, that the Fed is in “wait-and-see” mode. Undoubtedly, the addicts on Wall Street are looking for a dovish tone, but we don’t think they’ll be getting their wish…this time.
We are awash in debt: consumers, households, corporations, governments, you name it. Regulators always regulate the last crisis, not the next one. Is there a ticking time bomb in the corporate bomb market? We say yes, the piper wants paid and will be. The question is, how big will this problem be?
A look at the news surrounding Boeing and how the markets have reacted. Is this the military-industrial complex in full-swing? The Acting Defense Secretary is a former Exec with Boeing, FYI. Also, does a $4.75T budget correspond to “Draining the Swamp?” We discuss…
The Three Stooges are back! Sadly, we don’t mean Moe, Larry, and Curly, but rather Chair Jerome Powell, Aunt Janet Yellen, and Uncle Ben Bernanke. Why were they out? Is everything ok or is this an attempt to calm the markets? Then we have a small beat in retail and markets rally 2%, seriously!
Is the ultimate deal-maker losing his touch? Of course we’re talking about “The Donald.” Despite making and attempting to make new trade deals, that are touted as the “best ever,” the data says otherwise. Tariffs, tricks, and talks, oh my – bigger deficits.
As the news cycle slows, where is the next catalyst to propel these markets to new heights?! We’re told everything is great, so why the pullback and the slowdown? Are we coming back to reality or will we stay in the land of Oz?
As we make our way through February, more and more economic data is showing that there is truth to a slowing global economy. The question remains: how serious and for how long? While we don’t have a crystal ball, we do have common sense and the picture isn’t pretty.
There just doesn’t seem to be any bad news to knock this market from its upward trajectory. As soon as something negative hits the wires: just tweet or send out a government official and say US/China Trade talks are going well – and poof! just like magic, the markets will march onward and higher.
