Reblogged from Brintab This fall the economy and the markets were undisputably fixated on the US election more than anything else. As the promises on both sides of the aisle scaled the cliffs of outrageousness, in the end the Republican…
Reblogged from Brintab This fall the economy and the markets were undisputably fixated on the US election more than anything else. As the promises on both sides of the aisle scaled the cliffs of outrageousness, in the end the Republican…
Reblogged from Brintab As winter gave way to spring we began to hear more and more that the tightening effect of higher interest rates is showing up in various parts of the economy. There have been reports of weaker markets…
Reblogged from Brintab This winter we witnessed coping with foggy economic conditions in various parts of the world, from China to the Middle East, Ukraine, and North America. Not to say things were dire per se, but we waited…
Reblogged from Brintab This summer into fall, markets have been fixated on the economic “soft landing” narrative and the notion of rates being higher for longer. It is true that circumstances have made it tougher than in past cycles to…
Reblogged from Brintab Corp. The first quarter of 2023 had markets driven most dramatically by US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing phase.…
Reblogged from Brintab Corp. The first quarter of 2023 had markets driven most dramatically by the US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing…
Reblogged from Brintab Corp. As summer led to fall wild rebounding growth began to yield to taming. Markets were somewhat pulled back into line to begin to reflect a more conventional reality. Since investment markets tend to anticipate and “front…
reblogged from Brintab.com During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy. More fading of high single digit inflation is…
reblogged from Brintab Corp. This quarter, as inflation continued to thrust forward, the US Federal Reserve aggressively raised interest rates to try to get their inflation-busting measures back on track after being caught off-guard earlier in the year. The only…
Reblogged from Brintab As the developed world navigated past the Omicron virus wave, various factors lengthened and/or accelerated the inflation we once hoped would be transitory. On the economic demand-growth side, various economies saw increased consumer activity, especially in leisure…
reblogged from Brintab This summer’s markets were initially driven primarily by concern regarding the potential impact of the Covid Delta variant worldwide. As summer turned to fall the Delta variant’s fade gradually became clear and the dominant factor shifted to…
Reblogged from Brintab.com As the winter progressed, markets were driven more than anything by increasing signs of successful vaccine rollout and hence risk reduction in the global economy. Early in the quarter markets bounced around a bit but the month…
Reblogged from www.brintab.com This fall we saw mostly continuation of trends from the summer best described as splitting of the investment world. The prospects of a Covid19 vaccine and US government spending triggered major shifts in currency and certain stocks…
Reblogged from Brintab.com After markets recovered this spring from the worst of the pandemic impact, the summer was a season of optimism, perhaps misplaced optimism, while a little bit of realism arrived with the coming of fall. There will likely…
Reblogged from brintab.com The echo has arrived. Over the course of the spring and summer I have often talked about how most major stock market pullbacks are followed by a rise up and then a second pullback. That second pullback…