Economics, not politics, impacts the bond markets the most
by Lou Barnes Jan 3
Leaders of federal administrations always take credit for roaring economies, but the reality is more complex
by Lou Barnes Dec 27
As per tradition, markets are quiet around this time of year, plus a holiday reading recommendation
by Lou Barnes Dec 20
This December is packed with news, but markets remain unperturbed. That begs the question — what really matters?
by Lou Barnes 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.
by Lou Barnes Dec 6
The greatest threat to the global economy is trade friction with China
by Lou Barnes Nov 22
The information technology revolution continues to break old assumptions behind economic modeling
by Lou Barnes Nov 15
The trade war damage in the US outside of manufacturing and farms has been undetectable
by Lou Barnes Nov 8
The economy keeps humming along
by Lou Barnes Nov 1
There might be some volatility ahead
by Lou Barnes Oct 25
The Brexit deal, the negotiations with China and a new president of the European Central Bank are all good news
by Lou Barnes Oct 18
The forecast for interest rates is still low, reinforced by new information from the Federal Reserve
by Lou Barnes Oct 11
The numbers don't reflect a looming recession, just a natural slowdown
by Lou Barnes Oct 7
The outlook: A mixed bag
by Lou Barnes Sep 27
US economy and housing are resilient
by Lou Barnes Sep 20