Latest Insights on SCR
The Leading Edge of the Dollar Hurricane September 7, 2016 Currency
U.S. exports are down nearly $64 billion so far this year, and yet the Fed is flirting with raising interest rates. Can you imagine the economic storm if the dollar gets any stronger?
The Global Economy: Drunk on Debt August 30, 2016 Global Economy
The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.
The Market’s Breaking Point August 23, 2016 U.S. Economy
Price discovery. Never heard the term? Remember it, because it explains the logic defying melt-up the market is going through right now.Breaking the American Consumer
August 10, 2016 U.S. Economy
Every bit of economic data is dished up for consumption. A one-off snapshot that says nothing about the true state of the U.S. economy … that a consumer-driven downturn on the way.Goodbye Austerity, Hello Big Government Spending
August 9, 2016 Government & Politics
One of the rare things that Clinton and Trump both agree on is bigger government spending. Austerity is out. Infrastructure spending is in, and you’re going to pay for it.






