Category Archives: Economics

Is This Why The Dollar Is Tanking?

Some nasty polling data out of Gallup about American global leadership that may explain, in part,  the dollar’s weakness, which is surprising to many given the strong economic data and ebullient equity markets. We thus suspect the weak Dixie is … Continue reading

Posted in Dollar, Economics, Politics, Uncategorized | Tagged , | Leave a comment

World’s Fastest Growing Economies In 2018

We have updated with the latest 2018 and 2019-20 average annual forecasts and ranked the world’s country 2018 GDP forecasts in our ginormous table below. The data are from the October 2017 IMF’s World Economic Outlook. The forecasts probably underestimate … Continue reading

Posted in Economics, Geopolitical, Uncategorized | Tagged , , , , , | Leave a comment

Ten Year Expected Returns

Ten Year Expected Returns. Nominal returns expected for the next decade, based on valuations model, see best opportunities in the depressed $EEM stock space with an 8% return.$SPY stocks are priced at 2.6% for the next 10 years while $EFA … Continue reading

Posted in Bonds, Economics, Equities, Uncategorized | Tagged , | Leave a comment

Tweets of the Day: Trickle Down

And that's also where the phrase "for the birds" comes from, because some of the seeds go through undigested, and birds eat them. So the meaning of that phrase is that while a subject might have some value, what you … Continue reading

Posted in Economics, Uncategorized | Tagged , , | Leave a comment

Manhattan Retail: The New Rust Belt

Bleecker Street, said Faith Hope Consolo, the chairwoman of the retail group for the real estate firm Douglas Elliman, “had a real European panache. People associated it with something special, something different.” Ms. Consolo, who has negotiated several deals on … Continue reading

Posted in Economics, Uncategorized | Tagged , | 23 Comments

The Ease of Doing Business Index

We have put together the following ginormous country table of “The Ease of Doing Business” for each of the world’s economies.  The data is from the World Bank and looks at the 11 indicators listed in the below table.   First … Continue reading

Posted in Economics, Uncategorized | Tagged , | Leave a comment

COTD: Emerging Markets Are The Future

In case you missed it,  emerging market and developing economies, based on purchasing power partity international dollars, now exceed the advanced economies (AEs).  They crossed the Rubicon in 2007 and even excluding China will exceed in the AEs next year … Continue reading

Posted in Charts, China, Economics, Uncategorized | Tagged , , , | Leave a comment

The Emerging Markets 30-30 Club

Demographics are destiny and increasingly becoming  the defining narrative of the global economy.   Japan’s aging population is blamed for much of the country’s economic woes.   Doomsters predict economic Armageddon as the world goes gray. We put together a nice data … Continue reading

Posted in Demographics, Economics, Uncategorized | Tagged , , , , | 1 Comment

Fed Day With Extremely Loose Financial Conditions

Today is the day,  folks. The consensus is the Fed announces the start of quantitative tightening (QT).   History in the making. Draining Liquidity Though monetary tightening officially began in December 2015,  this will be the first time the Fed drains … Continue reading

Posted in ECB, Economics, Equities, Euro, Fed, Monetary Policy, Uncategorized | Tagged , , , , | 1 Comment

Nominal GDP At 4 Percent, Fed Way Behind Curve

The BEA revised Q2 GDP up this morning, Current-dollar GDP increased 4.0 percent, or $189.0 billion, in the second quarter to a level of $19,246.7  billion. In the first quarter, current-dollar GDP increased 3.3 percent, or $152.2 billion.  –  BEA … Continue reading

Posted in Economics, Interest Rates, Uncategorized | Tagged , , , | Leave a comment