March 8, 2019
This week we look at the debate among economists about fiscal policy and what more deficit spending might mean for markets. Let me hear the borrowing talk!
March 1, 2019
Sometimes when you take a week off you miss something. Last week, Fed members gave some important speeches, arguably among the most important since Powell took the reins. We look at them in this week’s Wrap Up.
February 15, 2019
This week’s Wrap-Up looks at carry portfolios and carry trades and why commentators may be avoiding the topic.
February 8, 2019
This week we look at why stocks sometimes react positively to strong employment numbers, while other times they don't. We promise it will be more exciting than the Super Bowl half-time show was.