Lou's Stories

Opinion
Economics, not politics, impacts the bond markets the most
Jan 3
Opinion
Leaders of federal administrations always take credit for roaring economies, but the reality is more complex
Dec 27
Opinion
As per tradition, markets are quiet around this time of year, plus a holiday reading recommendation
Dec 20
This December is packed with news, but markets remain unperturbed. That begs the question — what really matters?
Dec 13
The latest jobs report is good; most other factors are stable. The economic wild card is the uncertain prospects of the outcome of the trade talks with China.
Dec 6
The greatest threat to the global economy is trade friction with China
Nov 22
The information technology revolution continues to break old assumptions behind economic modeling
Nov 15
The trade war damage in the US outside of manufacturing and farms has been undetectable
Nov 8