There’s a real chance that this election will bring outcomes well outside the norm, policy-wise. This alone is enough to rattle markets.
Looking at the past five years, it seems clear that the dollar is at all-time highs and may be headed higher.
But could the slump in oil present investment opportunities?
We have to understand and deal with negative rates, whether they are good policy or not.
Two major nations, one each in Europe and Asia, stand out as possible risks.
What happened to drive Asian and particularly European markets down that hard?
Economic data, including a stronger U.S. economy, suggest that we’re not in for a 2008-style collapse.
As always happens in times of uncertainty, the doomsayers are back...
Many of the trends that dominated 2015 are still active.
Growth remains positive and, on a year-to-year basis, not nearly as bad as the quarterly figure suggests.
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