Volatility is Back, Kind of

Lately there has been much ado about “what’s going on” with the markets. Of course there were many concerns regarding the situation in Greece, the Chinese Stock Market, and the ongoing FOMC rate paradox.  A media led barrage of news that seems to move the markets sharply in either direction,…

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June 2015 Global Macro Recap

“Human beings are a species splendid in their array of moral equipment, tragic in their propensity to misuse it, and pathetic in their constitutional ignorance of the misuse.”    — Robert Wright, The Moral Animal Whether you view Greece’s / Europe’s actions and failures through a moral or political lens, the…

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May 2015 Global Macro Recap

The end of another month and still no resolution of the main issues of the day:  if/when will the US Federal Reserve raise rates, if/when will Greece default or stick EU governments with losses and if/when will China get its economy back on track.  As par for the course, the…

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April 2015 Global Macro Recap

In the end, the US economy put up a worse-than-expected number for Q1 GDP growth, but as they say, the past is the past.  Spring is in the air and the overall US economy appears in its usual mixed state.  With such confusion, the dovish Federal Reserve is not likely…

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