The You First Blog

“I’m amazed how little politicians seem to have learned from history. Nobody is benefiting from a trade war” – Carlos Moedas Trump Tweetstorm – Following New Chinese Tariffs on Imported US Goods – Pushes Markets Lower to End Week Investors flocked to safe-haven assets on Friday following President Trump’s tweetstorm in response to the Chinese… Read More

The yield curve inverted, and the DOW dropped 800 points. Now what? Yesterday, the DOW dropped 800 points, the single largest drop of 2019. This was largely due to news that the yield curve had – briefly – inverted. It is important to note that yesterday’s yield curve inversion was only temporary, as the 10-year… Read More

“President Trump is taxing the USA masses with import tariffs” – Steven Magee U.S. / China Trade Tensions Update Though most of Canada took time to relax and celebrate the Civic long weekend, the U.S. and China missed the memo. Both sides have taken steps to escalate their ongoing trade dispute over the course of… Read More

“Trade does not require force. Free trade consists simply in letting people buy and sell as they want to buy and sell. It is protection that requires force, for it consists in preventing people from doing what they want to do” – Henry George Boris Johnson Confirmed as New British Prime Minister In the wake… Read More

“I’d rather be pleasantly surprised than fatally disappointed” – Julia Glass Tempered Fed Cut Hike Speculation Leads Indexes Lower Major U.S. indices dipped to end the Friday trading session after a strong opening. The Wall Street Journal reported the coming Fed Cut would be 25 basis points; however, comments on Thursday by Fed officials inferred a… Read More

“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t” – Alan Greenspan 2019 Mid-Year Outlook During this time of year, most investment firms release a mid-year or 3rd quarter market outlook. As usual, some indicators are supportive of a rising market, while others are not. We’ve culled… Read More