PredictIt Owns the Market for 2020 Presidential Election Betting
On the New China Tariffs
The risk isn’t the tariffs – it’s that they could push RMB through 7, and collapse oil prices.
"Quentin's Really Into Margaritas": A Guide to Tarantino’s L.A. Secrets in 'Once Upon a Time in Hollywood'
On the July Jobs Report
An ordinary July, except that it kicks off the eleventh year of the business cycle expansion.
US Jobs - 2019-08-01
On the July FOMC
One small step for the Fed. It should have been a giant leap. Then there was that gaffe...
Federal Reserve - 2019-07-30
Global Equity Risk Premia - 2019-07-28
What you're not hearing about capex, housing and next week's FOMC
With so many good reasons to cut rates -- and with so many Powell lies -- 50 bp is a real possibility.