Divergence

Cool Video: Q1 US GDP Optics may Mark Near-Term Peak in Divergence Theme

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The initial estimate of Q1 US growth was well more than nearly anyone expected. The details were underwhelming as the consumption was halved and the GDP deflator was halved. Final private domestic sales, which strips away inventories, trade, and government spending rose 1.3%, the least more than five years. Still, what is most striking is …

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Who’s the Driest Towel Now?

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Who’s the Driest Towel Now? – Marc to Market Edit Imagine that when the year began, the US economy was hit with a sharp tightening in financial conditions and a sharp drop in the stock market. The government was in a partial shutdown, and the winter was bitter. It looked to many, including ourselves that …

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Cool Video: Bloomberg Clip US Growth in Relative Terms

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With a jam-packed week for investors, and several high profile earnings reports, first look at Q4 GDP, the resumption of US-China trade talks, the FOMC meeting, and US jobs, it was a good time to be invited on the set of Bloomberg TV, with David Westin and Lisa Abramowicz. The clip here is with Matt Winkler, Editor-in-Chief …

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Fed Can Look Through the Data Easier than the ECB and BOJ

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Geopolitical issues will continue to bubble below the surface for the capital markets. The fallout from the reimposition of US sanctions on Iran has apparently helped lift oil prices in the face of the rising dollar, which often acts as a drag. In the coming days, the US will take the symbolic step of moving …

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Divergence: Norway and Sweden

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The euro is trading at its lowest level against the Norwegian krone since August 2015. The euro is near its best levels against the Swedish krona in nearly as long. Through the first three-quarters of the year, the US dollar has fallen against most of the major currencies. There are two exceptions. Sterling’s story is …

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