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The China Trade War

The US and China engaged in another round of trade talks that produced little in the way of ending the trade war. The US claimed there was a Phase I deal in place; the Chinese ...
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Housing: Six Signs of a Better Year Ahead

US Single-Unit Housing Starts are turning the corner to cyclical rise, and that is good news for us all because Starts serve as a bellwether for the entire economy. This green ...
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From the President's Desk: Dollar Woes

A lot has been written lately about the strength of the US dollar and the need to weaken it by means of a reduction in the federal funds target rate – the thought being that a ...
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From the President's Desk: How to See Around Corners

The US economy, as measured by Industrial Production, is slowing down. Industrial Production is a great benchmark for most industries and most companies. Knowing when that ...
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From the President's Desk: Should We Trust the Good News in the US and China?

The short answer: Probably not. For instance, China’s April Retail Sales data came in very positive, potentially signaling renewed rise ahead for the economy. Yet other ...
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From the President's Desk: The Incredibly Low Unemployment Rate

We often hear that the U.S. economy will remain robust through 2019. Normally, this is from people who are not in tune with our plethora of leading indicators. They instead ...
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