Market Analysis

Leading Indicators and Post-Rate Cut Performance

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The International Monetary Fund just released their quarterly update to the World Economic Outlook, and now projects real global economic growth to slow to 3.2% this year (from 3.6% in 2018 and 3.8% in 2017). Interestingly, the main downgrades in growth were concentrated in emerging market economies, including India, Russia, Mexico and Brazil.


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Posted in: China Economy Global Growth Gold Recessions Valuations

Is a Rate Cut Justified?

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As you most likely know, last Friday’s strong jobs report – which showed 224,000 jobs created in June – has caused a bit of unease across the market. With investors now salivating over the prospect of a rate cut, robust economic data has come to be viewed with disdain. After all, who wants a strong economy when we can have asset-price juicing stimulus instead?


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Posted in: Employment Federal Reserve Inflation Interest Rates Yield Curve

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