Saturday, April 14, 2018

From Our April Current Trends File

The entries thus far to our April current trends file pretty much jibe with the latest reading from our macro index. 

In a nutshell: Under the weight of rising geopolitical uncertainty, global trends are not what they were a few months ago. The U.S. economy nonetheless remains in good shape with probabilities pointing to no recession on the near-term horizon. In the meantime, inflation is picking up at a healthy enough pace to justify at least 3 Fed rate hikes this year. 

As long as this picture remains (and we'll monitory it closely), market volatility -- for the investor (as opposed to the trader) -- will be volatility to ignore.

Here are the titles to this month's entries thus far:

click to enlarge....

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