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Sign In(1) The jury is out on Go Global vs Stay Home. (2) US came out of Great Financial Crisis better than most. (3) US financial system is strong. (4) US consumers are in very good shape. (5) High-tech capital spending booming. (6) Inverse correlation between the trade-weighted dollar (TWD) and commodity prices, which remain weak. (7) Our capital flows proxy is also inversely correlated with TWD. (8) Emerging markets tend to do best when Fed is easing. (9) Dollar remains key reserve currency. (10) Deflating Asian PPIs.
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