Covid-19: Stock markets may be hitting a peak due to the potential for new disruptions in supply chains, shutdowns, and stressing of domestic healthcare centers at levels not seen since last winter….
As the Easter Weekend’s Geo-Political Tension Wanes, U.S. Consumer Data Weakens, Gold Rises, Oil Falls
China roared back with a 6.9% year on year Q1 GDP increase, it’s largest since 2015, as its retail and investment activity increased. China’s drivers were housing, infrastructure investment, exports and retail sales improvement. China’s target was 6.5%. China’s rebalancing away from heavy manufacturing and more towards services and consumer demand has not diminished the […]
Well respected analysts and market participants alike are behaving as if we’ve finally turned the corner on the worst financial calamity of this century, albeit barely getting underway. We are almost ten years post-crisis. Ergo, it may be time to reassess asset allocations. But, it could be a big mistake to merely extrapolate the cyclical […]