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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.
While trade is in focus now, China's growing world stature likely means further friction on the political, technological and militaristic fronts in the years and decades ahead
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?