June 12th, 2023 Are Bonds No Longer a Good Volatility Hedge? Most readers are aware of the ongoing volatility in the stock market. Generally speaking, selling pressure in the stock market should mean that bonds – and in particular U.S. Treasuries – are holding their own and maybe even zigging where stocks are zagging. But that has not
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Can Policymakers Handle Four Economic Issues at Once?
May 26th, 2023
Can U.S. Policymakers Navigate Four Issues at Once? At the beginning of the year, U.S. policymakers were dealing with a tangible dilemma. They needed to wage the fight against inflation without damaging economic growth too much. In the few months since, the dilemma turned into a “trilemma,” as the U.S. experienced two of the biggestRead Entire Article…
Is it Time to Get Bullish on U.S. Semiconductor Manufacturing?
April 28th, 2023
Time to Get Bullish on U.S. Semiconductor Companies? In August of 2022, a $53 billion piece of legislation called the CHIPS Act was signed into law. The hope: to catalyze semiconductor production in the U.S. and to “onshore” innovation and advancement of this critical technology. The question is, will it work? Any time the federalRead Entire Article…
3 Reasons the Tech Sector Could Rebound in 2023
April 6th, 2023
Is the Technology Sector Poised for a Rebound in 2023? Technology stocks had a rough 2022. Within the S&P 500, the technology sector declined by almost -30% last year, as compared to a roughly -19% decline for the broad index. One of the key culprits driving technology’s large relative decline in 2022: rising interest rates.Read Entire Article…
Central Banks Consider Digital Currencies—What Does That Mean for Investors?
March 3rd, 2023
Central Banks are Weighing Digital Currencies – What That Means for Investors A vast majority (~80%) of global central banks are conducting studies on digital currencies, with some already taking steps to launch them. Several questions likely come to mind for consumers and investors when considering the prospect of a digital currency. Does this meanRead Entire Article…
3 Factors to Watch as China’s Economy Starts to Recover
February 10th, 2023
Will China’s Economic Resurgence Live Up to the Hype? 2022 started ominously for China, with the implosion of real estate giant Evergrande. The headwinds only grew stiffer from there. Throughout the year, relentless “zero Covid” policies and the resulting lockdowns and factory closures disrupted production, trade, and consumption. Restrictions took a toll on growth –Read Entire Article…
Will China’s economic woes trigger a global recession?
December 27th, 2022
Could China Drag the World into a Global Recession? Here’s a look at the five biggest economies in the world (as measured by total GDP), as of October 2022 according to the International Monetary Fund1: United States: $25 trillion China: $18 trillion Japan: $4.3 trillion Germany: $4 trillion India: $3.47 trillion A key takeaway fromRead Entire Article…
Red Flags in the Crypto Industry
December 2nd, 2022
Warning Signs in the Crypto Markets Coverage of a massive blowup in the cryptocurrency markets flooded the airwaves last week, and for good reason – the rapid unraveling of cryptocurrency exchange FTX was being compared to the collapse of Enron. As far as the cryptocurrency world is concerned, FTX and its founder, Sam Bankman-Fried, wereRead Entire Article…