Economics, not politics, impacts the bond markets the most
Leaders of federal administrations always take credit for roaring economies, but the reality is more complex
As per tradition, markets are quiet around this time of year, plus a holiday reading recommendation
This December is packed with news, but markets remain unperturbed. That begs the question — what really matters?
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.
The information technology revolution continues to break old assumptions behind economic modeling
The trade war damage in the US outside of manufacturing and farms has been undetectable
The Brexit deal, the negotiations with China and a new president of the European Central Bank are all good news
The forecast for interest rates is still low, reinforced by new information from the Federal Reserve