COVID-19 – What are the Investment Implications?

COVID-19 is a new disease, caused by a new coronavirus that has not previously been identified in humans. COVID-19 is ...
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Does the U.S National Debt Level Matter?

Influential research by noted economists Carmen Reinhart and Ken Rogoff clearly demonstrates that countries grow more slowly when fiscal debt ...
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Will manufacturing drag down the Eurozone? ECB to the rescue again!

The IHS Markit Composite PMI ticked higher in August led by unexpected strength from France and Spain. The PMI increased ...
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U.S. GDP is healthy with 1.5-2% growth expected in Q3

The U.S. economy grew 2% during the second quarter, down slightly from the initial reading of 2.1%. Growth in consumer ...
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Retail sales & durable goods orders show strength

The U.S. consumer appears to be holding up well based on the August retail sales report that showed a gain ...
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Divergent U.S. economy continues with the strong consumer & weak manufacturing

U.S. employers added 130,000 new jobs to the economy in August, below the estimate of 150,000. The unemployment rate held ...
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July Economic Newsletter

Economic data is all over the place! It is once again all about the Fed Economic data in the U.S ...
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June Economic Newsletter

Sayonara global growth! Trade tensions flared up in May, causing a selloff in risk assets US Bureau of Labor Statistics ...
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May Economic Newsletter

Trade tensions reignite! U.S. economy remains on solid footing led by the strong labor market & benign inflation, Will the ...
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April Economic Newsletter

The consumer and strong labor markets are supporting the U.S. economy Employers added 196,000 new jobs to the U.S. economy ...
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