Republican National Convention
Third Night of RNC Convention Goes Well, Japanese Ministry of Finance Likely Intervened Again, Chinese Economic Plenum Winds Up and ECB Decision Arrives Momentarily
July 18, 2024
By most accounts, the third night of the Republican Party National Convention in Milwaukee was highly successful. Vance did well, and all in all the likelihood of a Trump victory and Republican control of both congressional houses was enhanced. China’s Third Plenum, which maps out a five-year economic plan, wrapped up. Few details are known […] More
Vaccine and Treatment Hopes Spring Eternal
August 24, 2020
Faith is trumping science in guiding market thinking regarding Covid-19. My doctor recently told me not to expect to get a coronavirus vaccine for almost another year but to be very sure to get my annual flu vaccine this autumn because the ride is apt to get bumpy then. Markets, on the other hand, are […] More
