Geopolitics Update: Trade War, Tariffs & the Coming Tech Implosion May 24, 2018

Posted by Knowledge Leaders Team in Economy, News

As the Trump administration’s on-again, off-again trade war with China continues to create uncertainty for investors, we sat down with geopolitical strategist Peter Zeihan to learn more about the tariff program and what it could mean for the US economy. Similarly, we discussed the changing outlook…

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John Williams Takes the “Under” on Expected Rate Hikes May 22, 2018

Posted by Steven Vannelli, CFA in Economy, News

Yesterday John Williams, one of the newest members of the Federal Open Market Committee, wrote an article titled “The Future Fortunes of R-star: Are They Really Rising?” where he summarized his views on real neutral interest rates. He began with a short definition: “R-star is…

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Financial Conditions are Tightening on the US Consumer May 16, 2018

Posted by Bryce Coward, CFA in Economy

Rising oil prices, food prices and interest rates are likely to soon start taking a toll on the US consumer. Over the last year, gasoline prices are up 28%, the price of cornerstone crops like corn, soy and wheat are up between 5-16%, credit card…

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