Confirming a second global growth slowdown as Trump tries to consolidate power

The big picture: deflation is back There… Continue Reading…


The bear market in crude

Really quickly here: WTI has traded down… Continue Reading…


Back to the Fed

The midterm election is over. So we can … Continue Reading…


How far is Trump willing to go?

Let me run something by you. I was think… Continue Reading…


US midterms post-mortem: A divided congress for a divided America

The US midterm elections last night saw … Continue Reading…


As we head to the mid-terms, what about the economy?

There isn’t a lot of economic news… Continue Reading…


A quick note about the bond market

I don’t have a daily post for you … Continue Reading…


The jobs number was great, but it’s all about the Fed now

This morning, I gave you an initial reac… Continue Reading…


Forget about $100 oil and disregard the non-farm number too. Watch housing

No more oil black swan Remember Al Arabi… Continue Reading…


More on domestic ‘unilateralism’

Birthright citizenship Yesterday, I wrot… Continue Reading…