Global and US Economy

Is Recession Looming Or Not?

Headlines and media reports recently have sounded a dim drum-beat. In contrast to this negative sentiment, we note that today the Conference Board published their Leading Economic Index (LEI) results...
Storm Clouds

Quick Take: Is Recession More Likely Now? Update on the Inverted Yield Curve

Investors are expressing rising concern about potential recession next year, based on the inverted yield curve in the bond market. We did a comprehensive analysis in March (click here to access that...
US vs China

Trade War: Brief Update and Perspective

The US-China trade war entered its 16th month and doesn’t look to be ending soon. It continues to be a wildcard from an investment perspective—extremely important in the medium term but impossible to...
Man Hiding Under a Box

Our Thoughts on Today's Market Volatility

Stocks broadly took a beating today, with the S&P 500 and Dow Jones each down over 3%. This accelerates a downward trend that started in late September, pushing the S&P 500 down almost 5% in...

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