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Analysis surrounding economic data is especially interesting these days. As always, there’s ample opportunity to pick and choose data points to support a particular perspective. I hold the view that economic activity is generally more robust than given credit for (especially in bond markets). The analytical community for the most part downplays economic strength. No […]
[Bloomberg] Stocks Rise, Dollar Falls After Weak Jobs Number: Markets Wrap [Bloomberg] Payrolls in U.S. Rise 156,000; Wages Also Below Forecasts [Bloomberg] ECB May Not Have Final QE Plan Ready Until December [Bloomberg] Junk Bonds Face Wave of Supply Just as Investors Turn Sour [Reuters] China August factory activity picks up to six-month high […]
[Bloomberg] Stocks Gain on Growth Outlook; Dollar Extends Run: Markets Wrap [Bloomberg] U.S. Consumer Spending, Incomes Signal Stable Second-Half Start [Bloomberg] Gold Is Winning New Fans [Reuters] Trump touts tax reform, overlooks White House aide Cohn [Bloomberg] Euro-Area Inflation Gathers Pace as ECB Weighs Future Stimulus [Bloomberg] Canada’s Economy Surges 4.5% on Consumer Spending […]
About this week’s show: Drew Crowell: Geopolitical Triggers, North Korea, Push Gold Strongly Above $1,300 David & Mary Catherine From Germany: Intentional Travel & Why It Is Crucial For Growth We Must Confront The Evils Of The Past In Order To Choose A Better Future
[Bloomberg] Dollar Rises, Treasuries Fall on Growth Optimism: Markets Wrap [Bloomberg] Gasoline Hits 2-Year High as Harvey Shuts Biggest U.S. Refinery [Bloomberg] U.S. Second-Quarter Growth Revised to 3% in Momentum Boost [Bloomberg] Companies in U.S. Add More Jobs Than Forecast, ADP Data Show [Bloomberg] From Stocks to Bonds, the Bear-Market Signals Are Multiplying [Bloomberg] ‘Apocalyptic’ […]
[Bloomberg] Stocks Drop, Gold Leads Haven Rally on Korea Fears: Markets Wrap [Bloomberg] Gold Jumps on Haven Demand as N. Korea Lobs Missile Across Japan [Reuters] Trump says ‘all options on the table’ after North Korea fires missile over Japan [Bloomberg] This Is How North Korea’s Latest Salvo Coursed Through Markets [CNBC] ‘Unprecedented, serious and […]
[Bloomberg] Stocks Rise as Traders Weigh Harvey; Gold Climbs: Markets Wrap [Reuters] U.S. gasoline futures surge as Harvey swamps Texas, euro holds at 2-1/2-year high [Bloomberg] `Tragedy of Epic Proportions’ Looms as Harvey Pounds Houston [Reuters] Houston crippled by catastrophic flooding, with more rain on the way [Bloomberg] Hurricane Harvey Shuts Two of the Largest […]
[Bloomberg] Harvey’s Second Act Could Drive Up Economic Damage for Texas [WSJ] Hurricane Harvey Threatens Largest Flood Insurer: The Government [NYT, Morgenson] Shut Down the Government, and This Time, Investors Will Care [Reuters] Most French now dissatisfied with Macron, poll shows [FT] Wall St’s top bankers sell own groups’ shares as Trump hopes fade
