War Gaming The Trade War
Written by Patrick Watson | Sep, 13, 2019People respond to incentives. So do national governments. This is foundational to both economics and…
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The August Jobs Report Confirms The Economy Is Slowing
Written by Lance Roberts | Sep, 12, 2019After the monthly jobs report was released last week, I saw numerous people jumping on…
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2020 Will Be The Most Volatile Year In History
Written by John Mauldin | Sep, 11, 2019The last few weeks marked a turning point in the global economy. It’s more than…
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The Costs & Consequences Of $15/Hour – The Update
Written by Lance Roberts | Sep, 9, 2019In 2016, I first touched on the impacts of hiking the minimum wage. “What’s the…
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Job Report: Badly Misses Estimates As Economy Slows
Written by Mike Shedlock | Sep, 6, 2019The jobs report dramatically missed expectations today, especially with private jobs. Initial Reaction – Huge…
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Globalization Hits A Brick Wall Named Trump
Written by Patrick Watson | Sep, 6, 2019Until about 50 years ago, people paid attention to the area where they lived. They…
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No, Bonds Still Aren’t Overvalued!
Written by Lance Roberts | Sep, 5, 2019Interest rates have plunged lately as concerns about a recession in the U.S. economy have…
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Mauldin – Trump, You’ve Got It All Wrong
Written by John Mauldin | Sep, 4, 2019I’m going to start with a story. There is a drug produced in China that…
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The Trade War Is Over & Nobody Won
Written by Patrick Watson | Aug, 30, 2019“You break it, you own it.” Then-Secretary of State Colin Powell cited this Pottery Barn…
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America’s Debt Burden Will Fuel The Next Crisis
Written by Lance Roberts | Aug, 26, 2019Just recently, Rex Nutting penned an opinion piece for MarketWatch entitled “Consumer Debt Is Not…
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Mauldin – MMT Could Destroy This Nation
Written by John Mauldin | Aug, 23, 2019I am back from my 14th annual Maine fishing camp. The private event at Leen’s Lodge…
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Corporate Debt Is At Risk Of A Flash Crash
Written by John Mauldin | Aug, 22, 2019The world is awash in debt. While some countries are more indebted than others, very few…
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Making Sense Of 100-Year Bonds At 0% & 30-Year Bonds At Negative Yields
Written by Mike Shedlock | Aug, 22, 2019Over 50% of European gov’t bonds have a negative yield. Globally there’s $15 trillion in…
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No Recession In Sight? But Cutting Rates To Avoid One
Written by Mike Shedlock | Aug, 21, 2019President Trump and his economic advisor Larry Kudlow have important announcements. I can help with…
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The “Trade War” Is Over, Trump Just Doesn’t Realize It Yet.
Written by Lance Roberts | Aug, 19, 2019On Tuesday, the markets bid higher following a statement from the U.S. Trade Representative’s office…
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Financial Success Formula Failure
Written by Patrick Watson | Aug, 16, 2019The US economy grew at a 2.1% annualized pace in the second quarter, according to…
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Fed Trapped In a Rate-Cutting Box: It’s The Debt Stupid
Written by Mike Shedlock | Aug, 9, 2019The Fed desperately needs to keep credit expanding or the economy will collapse. However, it’s…
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The Fed Continues To Make Policy Mistakes
Written by Lance Roberts | Aug, 8, 2019“During the last year, the Federal Reserve has hinted that the period of ‘ultra-accommodative monetary…
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Strongest Economy Ever? I Warned You About Negative Revisions
Written by Lance Roberts | Aug, 1, 2019Over the last 18-months, there has been a continual drone of political punditry touting the…
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The Yield Curve Inverted Months Earlier Than Most Think
Written by John Mauldin | Aug, 1, 2019The inverted yield curve is one of the more reliable recession indicators. I discussed it…
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Recession Is Coming: Fed Cuts Rates & Bond Yields Crash
Written by Mike Shedlock | Aug, 1, 2019The long end of the yield curve continued its post-FOMC decline on poor manufacturing reports…
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Are We In A Recession Yet?
Written by John Mauldin | Jul, 31, 2019I’m often asked if recession is coming. For quite some time now, my answer has…
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R.I.P. Economic Cooperation 1944-2018
Written by Patrick Watson | Jul, 30, 2019Last month, world leaders observed the 75th anniversary of D-Day, when Allied troops stormed the beaches…
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Whistling Past The $70 Trillion Debt Graveyard 07-26-19
Written by Lance Roberts | Jul, 27, 2019Review & Market Update Whistling Past The $70 Trillion Debt Graveyard The Real Crisis Is…
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#WhatYouMissed On RIA: Week Of 07-26-19
Written by Lance Roberts | Jul, 26, 2019We know you get busy and don’t check on our website as often as you…
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The $6 Trillion Pension Bailout Is Coming
Written by Lance Roberts | Jul, 25, 2019Fiscal responsibility is dead. This past week, Trump announced he had reached an agreement with…
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Why The Fed Could Cut By 50bps & Why It Won’t Matter 07-19-19
Written by Lance Roberts | Jul, 20, 2019Review & Market Update Why The Fed Could Cut By 50bps Why It Won’t Matter…
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#WhatYouMissed On RIA: Week Of 07-19-19
Written by Lance Roberts | Jul, 19, 2019We know you get busy and don’t check on our website as often as you…
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Half-Point Rate Cut Odds Explode To 71%! Does It Really Matter?
Written by Mike Shedlock | Jul, 19, 2019The odds of a 50 basis point rate cut on July 31 topped the 70%…
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Debt & The Failure Of Monetary Policy To Stimulate Growth
Written by Lance Roberts | Jul, 18, 2019A fascinating graphic was recently produced by Oxford Economics showing compounded economic growth rates over…
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