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The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails. 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. Weekly updates from December 2018 forward to present day are currently available. Older vintages will be added as we're able.
With the outcome of the pending meeting between Presidents Trump and Xi key to the market mood next week
Amid a definite slowdown in the global economy, the European Central Bank contemplates a renewed QE campaign; however, we still do not see a credible and imminent threat of recession
The yield curve remains slightly inverted and trade conditions continue to cast uncertainty
Chairman Jerome Powell admitted that the Fed is monitoring the impact of tariffs, and all but admitted that rate cuts may be coming soon; economic conditions are softening in sympathy with the trade outlook
