Lou's Stories

Opinion
Markets preoccupied with tariffs and are trading on Brexit, and they really shouldn’t bother
Sep 6
Opinion
Trade creates specialization, efficiency, product improvement and low cost
Sep 3
Opinion
Financial markets are moving fast, and interest rates are still falling
Aug 27
Opinion
Yield curves predicting recessions did so historically and will again at the end of Fed overshoots. The Fed has done no such thing this time
Aug 19
Opinion
Nothing matters for interest rates now except US tariffs and trade war. Nothing
Aug 9
Opinion
In the time since Donald Trump's tariff announcement Thursday, low-fee mortgages have fallen below 4%
Aug 5
Opinion
The Fed will struggle to explain the need for more interest rate cuts after Wednesday's expected reductionape
Jul 31
Opinion
The odds are against the June plan, no matter what it is, it will be likely to raise the cost of borrowing or exclude segments from credit
Jun 10