Blog: Trade Wars-Transitory, or Hubris?
Uncomfortable parallels between the current Trade War and 1914.
Topic
Market Uncertainty
A collection of 114 issues
Blog: Is the Market in a Correction? Bear Market? Dead Cat Bounce?
Words. Words. Words.
Blog: As Inflation Expectations Untether, Stagflation Looms.
Tariffs are an exogenous shock that can slow growth and increase inflation.
Blog: Market Signal vs. Noise
Dealing with market noise is harder than it looks.
Blog: Tariffs as Exogenous Shocks
When the unexpected is expected, is it still exogenous?
Blog: The Goalie's Dilemma (2)
Increasing uncertainty can reduce risk.
Blog: Risk and Uncertainty as Doppelgangers
Risk and its evil twin, Uncertainty
Blog: Reflation Expectations on the Rise
Tariff uncertainty raises inflation expectations.
Blog: Tariffs and Uncertainty
Uncertainty about business response to tariffs can be as bad as their imposition.
Blog: Manufacturing as Canary-in-a-Coal-Mine
Manufacturing can be a leading indicator.