Month: March 2018

TDI Podcast: Bubba Gump Tariffs (#551)

Over the past couple of weeks, tariffs have been moving markets. Now we see that the original concept of harsh tariffs have been mostly reversed. Why? Was this just a tactic for negotiation or political gain? We explore the lessons that can be learned from the process of testing...

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H&C 1st Quarter 2018 Economic Commentary

Markets often react to data in peculiar ways. This quarter we discuss some interesting observations on how markets interpret data. Starting off with a look at the Citi Economic Surprise Index:
Perhaps one of the more interesting views of how market participants see the world is based on their reaction...

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