Monday, July 25, 2016
- Negative Interest Rates are being promoted by some Central Banks to encourage borrowers to borrow money.
- Further leg down in oil prices could cause financial disruption due to high leverage
- Dollar upward move will continue for a long time
Monday, July 11, 2016
Tuesday, July 5, 2016
But now they look around, labor markets are certainly weak. The latest numbers for last month were extremely low with 38,000 payroll employment-that's a long way from the 200,000 average, which is none too great to begin with and the unemployment rate dropped from 5% to 4.7% but that was only because people dropped out of the labor force-they gave up and quit looking for jobs. So we've got a situation now where labor markets are weak and inflation is low, if not going into deflation, and then the Fed is now paying a lot more attention to the rest of the world...you've got a lot of factors that I think are convincing the Fed that they are, if anything, not going to raise them.