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Monthly Archives: January 2019
Highly coupled global growth engines slowing all together
As shown below, just released German industrial activity fell for a third month in November 2018 and raised the risk that Europe’s largest economy is slipping into recession. See: Trade hopes trump dismal German data for European equities. At the … Continue reading
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Pomboy: Fed could cut rates by summer and end QT before then
Many good observations in this segment. MacroMavens President Stephanie Pomboy on Federal Reserve policy, the state of the U.S. economy. Here is a direct video link. Watch the latest video at foxbusiness.com Watch the latest video at foxbusiness.com
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Irrational exuberance comes with payback phase baked in
Years of undisciplined monetary and fiscal policy have enabled the worst financial habits and highest debt abuse the world has ever known, and the payback period is now weighing on the world economy and asset prices. International Monetary Fund executives … Continue reading
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