Shall We Watch the Fed, Geopolitics or the World Cup?

This week the Fed meets again and the general consensus seems to be a continued reduction of asset purchases but beyond that is grey.  The cycle is pretty standard, when the Fed is easing or in an easy monetary policy they usher in a boom.  When the Fed tightens, it ultimately causes a bust.  Without… Continue reading Shall We Watch the Fed, Geopolitics or the World Cup?

By the Numbers: What Do They All Mean?

“What’s in your wallet” is the famous question posed by Capital One.  U.S. consumer spending accounts for a significant portion of GDP.  Weather has apparently soured our spending mood according to the economists reacting to the soft economic numbers in the first quarter, especially the recent low print on GDP.  There seems to be universal… Continue reading By the Numbers: What Do They All Mean?