The Daily Shot 8/26/16: Global Macro Currents Aug26

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Greetings, 1. We begin with the United States where the Q3 GDP growth forecasts from the Fed’s “nowcast” models point to an annualized figure of 3%+. Economists’ consensus forecast (based on Bloomberg’s compilation) is at 2.6%. However, … Source: NY Fed, Atlanta Fed 2. … according to Markit Economics, US service sector is barely growing.

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Great Expectations Jul19

Posted by & filed under White Papers/ Thought Pieces.


  For the last several weeks, I’ve been watching what I eat. After months of travel and often substituting the contents of my minibar for dinner, I had grown concerned that my bloodstream was permanently clogged with Pringle fragments. So I bought some actual fruits and vegetables (goodbye, scurvy!) and sat down to eat something

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