November 2018

I don't have a daily post for you today. So, in lieu of a daily, I wanted to make some more general comments about interest rates that I have been making in my market commentary pieces. The accelerated hike timetable In February, I wrote a…

This morning, I gave you an initial reaction to the jobs number, saying: A bad number won’t change the Fed’s forward guidance because the Fed has a tightening bias. But that bias means that a good number could tip us toward four rate hikes…

No more oil black swan Remember Al Arabiya channel’s General Manager Turki Aldakhil warning that imposing sanctions on, Saudi Arabia, the world’s largest oil exporter could spark global economic disaster? I wrote about it when the  Jamal…

Birthright citizenship Yesterday, I wrote about what unilateralism looks like on the domestic front. And in many ways, it's similar to international unilateralism. The guiding principle is to prematurely forgo compromise and take a stance,…