Latest Insights on CD
Beware a Strong Dollar
December 17, 2016 Global Economy
Strong is good. Strong earnings. Strong sales. These paint a picture of economic growth, which is good for the country. But when it comes to the U.S. dollar in a global market … strong is a problem. OP-ED: The Fed’s Debt & Traditional Yields Are Just The Beginning
December 15, 2016 Investment Opportunities
The latest rate hike may appear to bring traditional yield assets back into the mainstream. But the Fed has a debt problem, so don’t get your hopes up. The EU Meltdown
December 7, 2016 Gold
The European Union is headed for meltdown with the failure of the Italian referendum vote. Many votes are still ahead and this spells trouble for U.S. The Answer to Rising Inflation
November 22, 2016 Bonds, U.S. Economy
Remember in the 1980s when interest rates were at an ungodly 20%? Thirty-seven years from today, we may look back on 2016 in the same way … as the year inflation truly bottomed. Inflation: The Most Dangerous Chinese Export
November 1, 2016 Global Economy
There’s a new pattern emerging that’s going to change the economic ballgame. It’s called inflation, and while it’s been absent in recent years, it’s gaining a troubling foothold in China.