Macro Briefing: 18 September 2018

Sep 18 09:09 2018 Print This Article

Trump OKs more trade tariffs on China: ReutersFlooding in Carolinas after hurricane to linger for days… or weeks? USA TodayN. Korea’s Kim hopes for “big outcome” for summit with S. Korea’s Moon: ReutersRussia blames Israel for military plane shot down near Syria: BBCSupreme Court nominee vote delayed; accuser to testify on Monday: The HillSenate leader works to save Kavanaugh as Supreme Court nominee: PoliticoUS to cut number of refugees to 30,000 next year: BBCWEF report: robotics and AI will create net job growth by 2022: GizmodoAlibaba’s Jack Ma: US-China trade war could last 20 years: BloombergWill trade tariffs save US factories? History leaves room for doubt: NY TimesNY Fed Mfg Index fell to 5-month low but still signaling solid growth: NY Fed

Read More

About Article Author

The Capital Spectator

CapitalSpectator.com is a finance/investment/economics blog that’s edited by James Picerno. The site’s focus is macroeconomics, the business cycle and portfolio strategy (with an emphasis on asset allocation and related analytics). In late-2009, the Eastern Economics Journal named Picerno as one of the nation’s “top economics bloggers”. Picerno is the author of Dynamic Asset Allocation: Modern Portfolio Theory Updated for the Smart Investor (Bloomberg Press, 2010) and Nowcasting The Business Cycle: A Practical Guide For Spotting Business Cycle Peaks (Beta Publishing, 2014). His articles on finance and economics have appeared in a variety of publications and news outlets over the years, including The Atlantic, Financial Advisor, BankRate.com, HorsesMouth.com, and Bloomberg Briefs: Economics. He also pens a daily economics column for the Saxo Group’s TradingFloor.com web site. Picerno has been writing about investing and macroeconomics since the early 1990s at Bloomberg, Dow Jones and other media groups before becoming an independent writer/analyst in 2008. He also offers consulting services on asset allocation and portfolio strategy, the US business cycle, and related data analytics in R and Excel.

Related Items

The Business Leadership Podcast: Eli Fathi, CEO MindBridge Analytics Inc

Should we be afraid of Artificial Intelligence? Edwin sat down with Eli Fathi, Co-founder & CEO MindBridge Analytics Inc., a company that uses artificial intelligence and machine learning technologies to uncover errors in financial data. Today, they talked about the singularity, AI, and leadershi ...

For AR/VR 2.0 to live, AR/VR 1.0 must die

The future of AR/VR could be bright, but only if it moves beyond where it is today. 2018 was the first of what look like two transitional years, with a potential shakeout in 2019 before an inflection point in late 2020. Let’s look at where we are today, where we’re heading tomorrow, and some o ...

Inflation and the Debt/GDP ratio

I'm trying to write a simple explainer. The best way to understand how inflation affects the debt/GDP ratio is to start out with a scenario where it doesn't. Then look at ways in which the real world is not like that scenario. Here's the "No Effect" scenario: The Bank of Canada suddenly decides to ...

Macro Briefing: 16 January 2019

UK’s May faces confidence vote after crushing Brexit defeat: BBCEconomic headwinds increasing for US as gov’t shutdown drags on: NY TimesChina injects record amount of money into economy to support growth: CNBCDeath from opiods more likely than dying in car crash in US: USA Today Antarctica los ...

Wednesday: Retail Sales (Postponed), Homebuilder Survey, Beige Book

Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.• At 8:30 AM, POSTPONED Retail sales for December is scheduled to be released.  The consensus is for a 0.2% increase in retail sales.• At 10:00 AM, The Janua ...

Brazil Miner Vale Gets Approval To Buy Three Wind Farms

Iron ore miner Vale SA has won approval from Brazil’s antitrust regulator to buy three wind farms in the northeast of the country from investment fund Salus, according to an announcement in the official gazette on Jan. 15. In announcing its decision, the Administrative Council for Economic Defense ...