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Wednesday, April 5, 2017

[Bloomberg] U.S. Stocks Rise on Jobs Data as Oil, Dollar Gain: Markets Wrap [Bloomberg] ADP Says Companies in U.S. Added 263,000 Employees in March [Bloomberg] U.S. Service Industries Expand at Slowest Pace in Five Months [CNBC] Blowout ADP jobs growth is new evidence of economic traction, outgoing Fed Gov Tarullo says [Bloomberg] In Hot Debt […]

Tuesday, April 4, 2017

[Bloomberg] Global Stocks Fall After Weak Car Sales, Yen Rises: Markets Wrap [Bloomberg] The Danger of a Sell-off in U.S. Stocks Grows [Bloomberg] Trade Deficit in U.S. Narrows in February to Four-Month Low [Reuters] Harker, joining chorus, says Fed could trim bond portfolio this year [Reuters] ‘Not natural friends’: Trump, Xi will be ‘odd couple’ […]

Monday, April 3, 2017

[Reuters] Stocks start second quarter on firm note, U.S. policy in focus as Trump-Xi talks loom [Reuters] Dollar starts week on back foot, keeps above 4-month lows [Bloomberg] Fed’s Rebel Defends Autonomy as Trump-Molded Central Bank Looms [Bloomberg] Debt Market Lures Billions as Verizon, GM Pursue Pension Trade [Bloomberg] Ford, Honda U.S. Sales Decline as […]

Sunday, April 2, 2017

[Bloomberg] Asian Stocks Poised to Nudge Higher; Euro Rises: Markets Wrap [Bloomberg] China Has Its Worst-Ever Start to a Year For Defaults [Reuters] Euro is a ‘knife in the ribs’ of the French says Le Pen [CNBC] Coming up this week in business: Where the jobs are, market fears, and a Trump-China fight [FT] Trump […]

Saturday, April 1, 2017

[Bloomberg] PBOC Raises Interest Rates on Standing Lending Facility Loans [Reuters] Venezuela seeks to cool protests as court reverses Congress annulment [Bloomberg] Zuma Discontent Builds in South Africa’s ANC Amid Calls to Quit [Reuters] Germany criticizes Trump orders on trade deficits, import duty evasion [Bloomberg] The EU Engages: What We Learned About Brexit From Donald […]

March 31, 2017: Q1: Sure Bets That Weren’t

An intriguing first quarter. The year began with bullish exuberance for the Trump policy agenda. With the GOP finally in control of Washington, there was now little in the way of healthcare reform, tax cuts/reform, infrastructure spending and a full-court press against regulation. As Q1 drew to a close, by most accounts our new Executive […]

March 29, 2017; Doug Noland: Central Bank Credit Risks Reaching New Highs

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “We want to build a long-term business. We’re looking for long-term relationships. We think we can be part of a portfolio for years, and as we have a proven track record and grow our assets, then we’ll do quite nicely. I think now is a […]

Friday, March 31, 2017

[Bloomberg] Global Stocks Drop on Final Day of Stellar Quarter: Markets Wrap [Reuters] Dollar edges up but heads for worst quarter in a year [Bloomberg] U.S. Personal Spending Cools as Inflation Reaches Fed’s Goal [CNBC] Commerce’s Wilbur Ross warns the US is already in a trade war [Reuters] Trump to order trade abuses study, improve […]

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