TREND ALERT: The Trump Bump. Market Growth, No Recession
KINGSTON, NY, 13 February 2019—When we forecast last September that an "Economic 9/11" would strike equity markets and economies, we based it on the U.S. Federal Reserve signaling an aggressive interest rate policy.
Since we had long noted that the recovery from the Panic of '08 was fueled and sustained by zero/low/negative interest rates and quantitative easing policies imposed by central banks… our forecast for an "Economic 9/11" was primarily based on the facts that world economies and markets cannot endure higher interest rates.
And, indeed, we were right.Read more
KINGSTON, NY, 6 February 2019— When we launched our Top 10 Trends for 2019 we warned: “Buckle up for a wild ride into the future.” Read more
KINGSTON, NY, 30 JANUARY 2019—What a difference a year makes. Last January the mood at the World Economic Forum in Davos, where the business elite and world leaders meet, was upbeat. Read more
KINGSTON, NY, 23 JANUARY 2019—Up until yesterday, after three straight weeks of market gains in the new year, Wall Street had erased nearly all of its 2018 losses while Emerging Market equities rose for a fourth week straight. Read more
KINGSTON, NY, 16 JANUARY 2018—Last October, with gold at $1,185 an ounce, we sent subscribers a Trend Alert: “Gold down but not out.” We noted that while gold sunk some $15 below our bottom range of $1,200 per ounce, it had bottomed out and would move higher. It did, and it has. Read more