Labour Force Participation

Teflon Don – Republican Midterm Victory the Base Case

If the American president is annoying people 'overseas' with tariff increases and the like, at home the story is a little different. If the chart below was ... Read More»

Gold / Bond FX markets

Gold, Bond and FX Markets Not Buying Forecast Fed Interest Rate Hikes

The new Federal Reserve chairman’s first FOMC meeting this week, and subsequent press conference, has confirmed that Jerome Powell is not an egghead obsesse... Read More»

Twitter bird taking selfie - Millennial consumption

Millennial Consumption: Goodbye Basement…

The Largest Demographic Cohort There is an interesting development that has begun of late to get attention in the investment world as it relates to long-term... Read More»