The "Our Blog" section of this site is a historical database of our personally written weekly client emails spanning the past decade. Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.
This section remains under development. All blog posts from July 12th through present day are listed below. Future posts will be added as soon as they are published. Relevant older posts (prior to July 12th) will be retrieved from our email server and added to this database over the coming weeks, with an end of summer completion date expected.
The U.S./China trade "war" and deteriorating economic data should not be excessively rationalized, but the U.S. Federal Reserve seems to preparing the market for a gambit of its own
That distortions are at play in the yield curve seems self evident; also, China/U.S. barbs and olive branches continue to be "traded"; Hong Kong
Weekend developments on the U.S./China trade front warrant a slightly more prudent portfolio positioning
By raising the stakes once again in the China trade conflict, might Trump be purposely attempting to force the Fed's hand to lower rates further?
While keeping rates steady, the European Central Bank indicated lower rates and a renewed quantitative easing program were in the works. What will the U.S. Federal Reserve do?
But the trend in weekly jobless claims does NOT confirm recessionary signal
President Trump becomes the first U.S. leader to set foot in North Korea, while a strong monthly U.S. Employment Report receives a less than enthusiastic reception
