News and Analysis

OUTLOOK: The US is seeing an increasingly two-speed economy, and inflationary dichotomy. Manufacturing and goods demand is recessionary, pulling down headline and producer price...

Summary Winners and losers from the US debt deal The last-minute 2-year US debt ceiling deal gives markets one less thing to worry about. But don’t expect a big relief rally,...

STABILIZE: The US dollar has staged a mini rally the past six weeks. Catalyzed by safer haven demand around the US debt ceiling drama. And extended by the outlook for a less...

RATES: The shipping industry moves 90% of global trade, making it a real-time barometer. Both dry bulk and container shipping rates have plunged from their pandemic highs (see...

What a first half of the year! We all came off a difficult 2022 and we weren’t sure how 2023 would play out. But boy does change happen. And it can happen quickly.  The first...

HOUSING: The US housing market has seen soaring mortgage rates (see chart) and falling home prices. Yet homebuilder stocks have been some of the best stock performers this year....

Surging network stats drive optimism for the big event Despite the surging US stock market, Bitcoin and Ethereum are flashing small losses after a large crypto exchange was sued...

KOREA: South Korea is the world’s 12th largest economy and one of its economic ‘miracles’. Tripling in size the last 20 years and taking GDP/head to $33,000. This is more than...

Why are bonds popular again? If the potential to earn a regular income with less risk than traditional investments sounds interesting, you’re going to want to learn more. ...

Summary A rare case of overseas stock outperformance Overseas stocks are outperforming US, with their combo of 30% cheaper valuations and surprising resilient economies. Europe...