Markets stage a stunning comeback after a horrific week. Updates on the Baltic Dry Index – shows that global trade is suffering since peaking in September 2019. Tesla finally comes back down to earth – for a day – and an update on the impact of the fast spreading CoronaVirus....
What happens when an economy grinds to a halt like we are seeing with China?
We explore a great Barron’s Roundtable interview with Mohamed El-Erian from this weekend. There are some great insights within this discussion.
Plus listener questions – one specific to the idea of “price discovery”.
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Investors are re-rating global growth in light of the CornaVirus outbreak – maybe. Tax hikes are being floated as plans to help middle income earners by the democratic candidates – how is that going to win over voters? Markets around the world on edge – but is this PLUS we...
The potential for a global pandemic is creating quite a stir with markets. We dig down into some strategies and past events that had similar characteristics.
We were destined for a correction, but is this the catalyst that will remove some of the froth that has built up?
Plus a listener...
An Update on the REPO Market
From our latest Quarterly Economic Commentary and Review… (1st Quarter 2020)
Back in September, there was a mini-crisis within the Repo Market. We discussed the details of what occurred in the 4th Quarter 2019 Economic Commentary. Since then there has been a concerted effort by the...
