Technically Speaking: The Drums Of “Trade” War

Written by Lance Roberts | Jun, 19, 2018

In last week’s Technical Update, I discussed the risks to our short-term bullish view. To wit: “Next week, the Trump Administration will announce $50 billion in “tariffs” on Chinese products….

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Kass – Risk Happens Fast

Written by Doug Kass | Jun, 19, 2018

Risk happens fast – Trump trade policy whacks futures this morning We remain in a trading sardine market – not an eating sardine market Hastily crafted policy that conflates politics…

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Inflation Or Deflation? And How to Cope With Both.

Written by John Coumarianos | Jun, 19, 2018

The following is a slightly adjusted email I’ve sent to clients concerned about inflation lately. Sometimes retail investors have legitimate fear and anticipate economic trends correctly, but sometimes they don’t…

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Weekend Reading: Merger Mania

Written by Michael Lebowitz | Jun, 15, 2018

On May 24, 2018, Paul La Monica penned an article for CNN Money entitled Companies have spent a stunning $2 trillion on mergers so far this year.  The article notes…

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Monthly Fixed Income Report – May 2018

Written by Michael Lebowitz | Jun, 13, 2018

Despite a challenging start to the year and recent turmoil in some European bond markets, U.S. fixed income markets perked up in May with five of the seven primary fixed…

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