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Weekly Market Commentary 12/14/2018
If the Fed needs an excuse to skip the much-anticipated rate hike at the December 18-19 policy meeting, it could probably find something among the batch of recent data and events. After all, job growth slowed in November, key inflation gauges eased in October and November, housing activity is languishing and business investment spending is […]
Podcast: The Yield Curve Inversion – What’s Different This Time?
Is a recession imminent? “History doesn’t repeat itself, but it often rhymes.” Sage Advisory’s Komson Silapachai weighs in on, what’s different this time?
Weekly Market Commentary 12/7/2018
The Santa rally, if it comes, might have to wait until the trade Grinch leaves town. So far, it shows no sign of departing and the door may not open for as long as 90 days, which is the deadline for negotiating an exit strategy agreed to last weekend. That makes for an interesting, and […]