Where are we economically right now?

Different parts of the global economy are in very different places right now. And the sense I am getting is that this will have meaning only over the medium term. Over the longer-term, there will be a collective recovery. How robust the…

The information silo

This is my first time posting in a week. There was a combination of factors that kept me away from the newsletter like pressing work at Real Vision and a lack of revealing economic data flow. But, the biggest factor was the coronavirus news…

Bears forced to raise targets

I am back from the 4th of July weekend here in the US. I have a few new thoughts to share with you today. But, my overall macro view remains the same - namely that the US has recovered from recession but downside risks to the US economy and…

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