Economic policy uncertainty as measured by the Baker, Bloom, Davis news-based index is definitely higher than pre-election. Here is the daily data, since the beginning of 2015: Figure 1: 7 day centered moving average of Economic Policy Uncertainty Index (news-based), as
February 5, 2017
The S&P is up 8% since the election. Volatility has been squashed. The VIX is near record lows. Jason Leach at Fusion Capital credits “Policy Trumpacho“. This is a guest post by Jason Leach with minor editing and a few
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In this article, I will discuss the global rise of inflation. Normally the level of inflation we’ve see globally wouldn’t be a big deal because it is still relatively low. While I think inflation targeting is a bad policy for
TM editors’ note: This article discusses a penny stock and/or microcap. Such stocks are easily manipulated; do your own careful due diligence. Typically, resource stocks and technology stocks are the ones with 10-bagger potential as both segments are highly volatile.
The British parliament is moving forward with processing Article 50. What does it mean for sterling? Here is their view, courtesy of eFXnews: A positioning squeeze coupled with a broader dollar sell-off has made holding sterling shorts painful this year. We’re
Back in September, Tad Rivelle, Chief Investment Officer for fixed income at LA-based TCW, said in a note that “the time has come to leave the dance floor”, noting that “corporate leverage, which has exceeded levels reached before the 2008 financial
When debt grows much faster than GDP for an extended period of time, it is inevitable that a good portion of that debt will start to go bad at some point. We witnessed a perfect example of this in 2008,
A friend of mine recently said that intellectual honesty often requires imagining the worst. Of course, in the study of climate change and natural resources one needs only to read the analyses of scientists to imagine the worst. Imagining the worst
Fundamental Forecast for the British Pound: Neutral – Focus will be on the Brexit Bill as it enters its Committee stage in UK Parliament. – While Brexit was initially a negative for GBP/USD, there’s no sign yet of a break of the broad 1.2400
