Latest Insights on CAR
The Negative Rates Setup December 3, 2016 U.S. Economy Wall Street expects a rate hike this month. But we’ve been there and done that. Of the four promised 2016 hikes, we’ve seen zero ... but is the economy really ready for one now?
The New Labor Wars November 29, 2016 U.S. Economy Labor strikes were relatively common 30 or so years ago. They’ve become increasingly uncommon since. But we may be on the verge of a reversal in that trend.
Don’t Trust the Euphoria November 23, 2016 U.S. Economy The Dow topped 19,000 for the first time ever on Tuesday. Bond prices are plunging. The dollar is at a 14-year high. I even heard talk of the global economy picking up speed! Beware what comes next… 
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.
OPEC Just Won the Oil War November 19, 2016 Oil The damage from the oil war with OPEC lies all over America’s shale-oil regions. With the cartel set to cut production, America’s shale-oil producers will be hard pressed to catch up.MEET OUR EXPERTS
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