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Insights Archives 2017-10-13T01:54:33+00:00

Batten down the hatches…

The phrase “batten down the hatches” has nautical roots. The captain had complete control of the timing of readying the ship for the storm. Captain Donald Trump would like the same discretion over the timing and actions of the Fed, although he is unlikely to get it.

By | August 30th, 2019|

The Rocket’s Red Glare

Here in Milwaukee, the Fourth of July is kicked off every July 3 with a large-scale fireworks show held on the lakefront. The panoramic backdrop makes for quite a show in the night sky. Looking through the fireworks induced haze marking the celebration of another Fourth of July, I was struck by the parallels between staging a successful fireworks show and managing the current economic cycle.

By | July 30th, 2019|

Pari Passu

The ongoing trade war between China and the United States is exposing their opposing worldviews. The Chinese government prefers to control production whereas the US authorities find it easier to promote demand.

By | June 24th, 2019|

The China (Trade) Syndrome

At the start of 2019, sentiment for news stories covering Chinese economic uncertainty was slowly, but steadily improving as data suggested that the government’s stimulus efforts were helping to avoid a much worried about hard landing for the Chinese economy.

By | June 10th, 2019|

The PEMEX Game

The first six months of Andrés Manuel López Obrador’s (aka AMLO) presidency has proven to be no honeymoon between the Mexican leader and investors. Any post-election optimism has soured as concerns over AMLO’s leftist political orientation and policy uncertainty have made investors wary and left second-guessing the government’s economic agenda going forward.  

By | June 6th, 2019|

Autopilot

In the classic comedy movie Airplane, one of the more memorable scenes is when the characters engage the autopilot to keep their plane airborne. The catch, however, was that the autopilot could not land the plane.

By | May 29th, 2019|

Riding the Wave

While the topic of trade is capturing the headlines, escalating U.S.-China tensions are revealing a long list of issues, from economics to security, where the two countries’ interests diverge. This latest development has sparked a wave of op-eds discussing their future relationship.

By | May 20th, 2019|

Nostalgia

Across the U.S. a subtle shift has been going on for some time with many Americans appearing to adapt a more European way of life.  In towns small and large, you will find sidewalks transformed into trendy outdoor cafes. In many cities, espresso bars are as commonplace as the traditional corner tavern. Even the long running American love affair with the automobile is being reconsidered as urban centers move to adopt public transportation systems resembling those found in many European centers.

By | April 29th, 2019|

The Gift That Keeps On…

It has been said that the act of giving is a gift in itself. It is widely believed that giving can be psychologically more beneficial to the giver than the recipient. Our policymakers must truly believe in this power of giving and its benefits politically.

By | March 29th, 2019|

Batten down the hatches…

Jefferson V. DeAngelis
August 30, 2019

The phrase “batten down the hatches” has nautical roots. The captain had complete control of the timing of readying the ship for the storm. Captain Donald Trump would like the same discretion over the timing and actions of the Fed, although he is unlikely to get it.

The China Trade Syndrome Update: Are the U.S.-China trade talks victim of a misperception game?

K.P. O'Reilly PhD, JD
August 13, 2019

In the span of three months, U.S.-China trade relations went from being on the verge of a settlement to the precipice of an all-out trade and currency war. It looks like Trump’s infamous quote that trade wars are easy to win will be put to a test. How did it all go so bad, so fast?

The Rocket’s Red Glare

Jefferson V. DeAngelis
July 30, 2019

Here in Milwaukee, the Fourth of July is kicked off every July 3 with a large-scale fireworks show held on the lakefront. The panoramic backdrop makes for quite a show in the night sky. Looking through the fireworks induced haze marking the celebration of another Fourth of July, I was struck by the parallels between staging a successful fireworks show and managing the current economic cycle.

Pari Passu

Jefferson V. DeAngelis
June 24, 2019

The ongoing trade war between China and the United States is exposing their opposing worldviews. The Chinese government prefers to control production whereas the US authorities find it easier to promote demand.

The China (Trade) Syndrome

K.P. O'Reilly PhD, JD
June 10, 2019

At the start of 2019, sentiment for news stories covering Chinese economic uncertainty was slowly, but steadily improving as data suggested that the government’s stimulus efforts were helping to avoid a much worried about hard landing for the Chinese economy.

The PEMEX Game

K.P. O'Reilly PhD, JD
June 6, 2019

The first six months of Andrés Manuel López Obrador’s (aka AMLO) presidency has proven to be no honeymoon between the Mexican leader and investors. Any post-election optimism has soured as concerns over AMLO’s leftist political orientation and policy uncertainty have made investors wary and left second-guessing the government’s economic agenda going forward.  

Autopilot

Jefferson V. DeAngelis
May 29, 2019

In the classic comedy movie Airplane, one of the more memorable scenes is when the characters engage the autopilot to keep their plane airborne. The catch, however, was that the autopilot could not land the plane.

Himalaya Mountains Covered in Mist and Fog

Riding the Wave

K.P. O'Reilly PhD, JD
May 20, 2019

While the topic of trade is capturing the headlines, escalating U.S.-China tensions are revealing a long list of issues, from economics to security, where the two countries’ interests diverge. This latest development has sparked a wave of op-eds discussing their future relationship.

Nostalgia

Jefferson V. DeAngelis
April 29, 2019

Across the U.S. a subtle shift has been going on for some time with many Americans appearing to adapt a more European way of life.  In towns small and large, you will find sidewalks transformed into trendy outdoor cafes. In many cities, espresso bars are as commonplace as the traditional corner tavern. Even the long running American love affair with the automobile is being reconsidered as urban centers move to adopt public transportation systems resembling those found in many European centers.

The Gift That Keeps On…

Jefferson V. DeAngelis
March 29, 2019

It has been said that the act of giving is a gift in itself. It is widely believed that giving can be psychologically more beneficial to the giver than the recipient. Our policymakers must truly believe in this power of giving and its benefits politically.

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