Quid Pro Quo? Corporate Returns to Campaign Contributions
On the November FOMC
Noted: business fixed investment has slowed down. Perversely, this could mean tightening.
Federal Reserve - 2018-11-07
On the Mid-Term Elections
A major risk-event has passed. The animal spirits of growth live, in the Senate at least.
Global PMI - 2018-11-04
Global Equity Risk Premia - 2018-11-04
Is Another Silent Red Wave Coming?
On the October Jobs Report
For the mid-terms, an October surprise in November. Yuge payroll beat, storms or no storms.