PMI

The Trade War Just Started

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With the US stock market near its all-time high and having a solid year, it’s easy to miss out on the global growth deceleration. The global economy is by no means terrible, but it has seen deceleration as the global synchronized growth narrative disappeared, with emerging markets feeling a significant…CONTINUE READING

Q2 Earnings: What’s Priced In?

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There’s an endless debate over what is priced in the market. Sometimes it seems like an obvious and predictable occurrence moves markets even though it should have been priced in. Other times a big event fails to move the market. Finally, the most confusing action is when the market moves…CONTINUE READING

Manufacturing Cyclical Weakness Coming?

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In the financial media, it’s easy to see what the economists and analysts think about the current economy because usually they propose more of the same when asked about the future. It’s simple to extend the current trend indefinitely, but that’s not always a good idea, nor is it realistic.…CONTINUE READING