A History of our Client Communications

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 Tweeter in Chief Strikes

Aug 23, 2019 |Nick Scholte

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

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Once Again, the Yield Curve Takes Centre Stage

Aug 16, 2019 |Nick Scholte

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

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Special Update - A Modest Reduction in Equity Weightings Effected

Aug 06, 2019 |Nick Scholte

Weekend developments on the U.S./China trade front warrant a slightly more prudent portfolio positioning

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The Fed Cuts Rates, But Not Enough For Trump

Aug 02, 2019 |Nick Scholte

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?

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The ECB Sets the Stage for Lower Rates, Next Week it's the Fed's Turn

Jul 26, 2019 |Nick Scholte

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?

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Amid Continued U.S./China Trade Tensions, U.S. Fed Chairman Powell Foreshadows Looming Rate Cuts to Congress

Jul 12, 2019 |Nick Scholte

But the trend in weekly jobless claims does NOT confirm recessionary signal

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Trump's Impromptu Rendezvous with Kim Jong-Un, and an Apparent Return to the Days of "Bad News is Good News/Good News is Bad News" on the Economic Front

Jul 05, 2019 |Nick Scholte

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

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