I will continue my 2019 outlook pieces in the coming days. But we've seen a lot of data out today. I think what we're seeing will have a bearing on rate policy, especially given what's happening in the bond market, something I discussed…
German and Japanese auto manufacturers succeed despite sticking to a high-wage model.
I have six sections in todays's newsletter: markets, macro, micro, the US, the UK, and China. So there's a lot of news flow, most of it negative unfortunately. The key piece in the mix of all of this is the 4.2% update to the GDPNow…
It was a good quarter from Apple. But earnings growth was flattered by stock buybacks. There are a lot of growth opportunities though.
My first weekly post at Creit Writedowns Pro includes some thoughts on Tesla, Trump's Fed choices, the US trade war with China, M&A and corporate earnings.