It's a Trump Market
In a past article I mentioned how the chances of Trump’s election rising would cause the market to decline because his monetary policy statements have been critical of the current administration’s dovish policies, which I call a Trump Market. If the current policy was hawkish, the economy would crater. A Trump election could cause a…
Is The Labor Market Strong?
The biggest question on my mind as an investor who focuses on macroeconomics...is the labor market strong? This Friday we will get the non-farm payrolls data which has shown to be weakening off the peak for many months now. However, it is still showing a positive number of jobs created allowing the unemployment rate to…
Trump Is Brexit
Trump IS Brexit. Allow me to explain. The presidential election was in the news today as the FBI re-opened its case investigating Hillary Clinton’s emails after new evidence was found in its research into Anthony Weiner’s separate case. This sent stocks falling mildly. I think we can extrapolate the effect it had on the market…
When Will The Monetary Madness End?
The U.S. economy is in an interesting situation. The manufacturing economy started weakening in 2014. Industrial production has declined for 13 straight months which is the longest streak outside of a recession ever. Earnings peaked in 2015 and have been declining ever since. Both the Russell 2000 and the NYSE peaked in 2015. All…