Macro Crosscurrents

It’s an exciting time in financial markets.  According to many respected macro observers, there’s a sense that we’re on the cusp of change… a shift in “what’s working”… potentially a profound shift… It needs to be acknowledged just how uncertain the general outlook is at the moment.  It’s been an amazing few years.  And think […]

Meanwhile in China

Things are heating up again within the Chinese economy. And not in a good way… China is our largest trading partner and what goes on in their economy has an appreciable impact on us.