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 […]
Third Week of March, 2017 Finds Investors Fleeing US Bond Funds
Mid-December, 2017 was the last most recent outflows from US Bond Funds. The Fed’s last rate-hike and conservative GOP Congress looking to impose new national debt ceilings, along with concerns the Fed will pull back on its holdings seem to be the drivers of these redemptions. But, it seems the majority of outflows derive from […]