January 2016

January 22, 2016

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How Fast Will the Fed Raise Rates? The “dot plot” of the Federal Reserve shows how the opinions of various FOMC participants stack up, and is published after each meeting.  December’s dot plot suggests that the majority is anticipating four...
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January 15, 2016

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China:  Investor Confusion Leading to Volatility  According to Jonathan Anderson of Emerging Advisors Group (EM Advisor Group), who is our favorite China economic analyst, his “base case” for China has shifted.  Regular readers know that we have followed Mr. Anderson...
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