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Tonight October 7 – Pence & Harris – Does it matter?

  In short yes. Tonight (October 7) is the vice-presidential, one and only, head to head debate and after last week’s bad tempered, chaotic first...

FOMC: Lower-for-longer stance unchanged

The FOMC "is not even thinking about thinking about raising rates," said Fed Chair Powell in his press conference yesterday. As universally expected, the Fed...

Inflation shift is seen in winter

The US y/y inflation metrics will climb sharply from the last round of October readings through Q1 of 2020, thanks to a shift from...

US Housing Market: Problems Ahead?

The Case-Shiller Home Price Index (HPI) came out at 4.7% in November, compared to expectations of 5%, the same as October, providing an additional...

America’s Problem in 2019 Won’t be the Fed

Some days ago, an article appeared commenting that the end of easy money policies would lead to failures in emerging markets which rely on...

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