Browsing Tag

trade

The awful news coming out of Germany

Yesterday, I highlighted Germany in terms of downside global economic risk. We are experiencing a manufacturing- and trade-led deceleration in global growth. Germany is the most prominent large Western economy leveraged to both.

Very negative market signals

The economic data out of the US and elsewhere still point to continued economic expansion over the near term. But, what we're seeing in financial markets right now suggests markets are discounting serious economic problems down the line.…

Just when you thought it was risk-on

Trade and Currency Wars I am starting this article just ahead of the equity market open in New York. And S&P futures have the market opening down 1%. The market continues to be unsettled by the political uncertainty around the US-China…

IPOs, a global rebound and Tariff Man

The IPO market is hot As I wrote last night, IPO conditions right now seem nearly ideal for growth companies to come to market. The appetite for loss-making companies shows us that public investors are willing to overlook losses as long as…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More