Research & Videos
1. |
00:00 |
Introduction |
2. |
01:04 |
Global PMI down since February, Trade Particularly Weak |
3. |
02:00 |
Growth Divergence in the Anchor Economies |
4. |
02:57 |
China Government to Blame for China's Domestic Slump |
5. |
03:06 |
U.S. Driving Rates up in DM, China Driving Rates Down in EM |
6. |
04:54 |
Rare for Fed to Raise Rates with CRB Falling |
7. |
06:02 |
Growth Divergence Resolved with U.S. Weaker in 2016 |
8. |
07:15 |
Rising Bond Yields Tend to Slow Expansions with a Lag |
9. |
07:28 |
Higher Energy Prices Act to Slow Activity as Well |
10. |
07:33 |
Stronger Dollar Weaker Global the Norm |
11. |
08:23 |
Some Important Sectors of U.S. Economy Look Soft |
12. |
08:45 |
U.S. Goods Price Inflation to Fall Based on Dollar Rally |
13. |
09:29 |
Final Thoughts |
14. |
15:27 |
Appendix 1 - Important Disclosure Information |