Global Markets The Global PMI (purchasing managers index), a proxy for economic growth has rebounded to multi-year highs. This can be seen in expansion of both manufacturing and services. Markit The Emerging Market and Developed Market PMI expanding together. Is it possible we have entered a coordinated growth cycle after years of uncoordinated growth? CEO’s […]
Read more
No Comments
Economic Discussion
No Comments
Commodities Sentiment
Commodity sentiment is back at Great Recession lows, while the USD peaked for a few months after the 1994, 1999 and 2004 tightening campaign. Could a short reprieve in the commodity downturn be at hand? Leuthold Weeden Capital Management Charles Schwab
Read more