Investing and Global Finance News

Author Archives: Tom Sanderson

US Markets, Jobs, Economy

markets

How is the US faring right now vis-à-vis markets, jobs and the overall economy? Unfortunately the anticipated increase in private payrolls by Dow Jones was not met (173,000 being the expectation; 129,000 the result).  According to Moody’s Analytics Chief Economist Mark Zandi:

“The job market is weakening, with employment gains slowing significantly across most industries and company sizes. Businesses are hiring cautiously as the economy is struggling with fading fiscal stimulus, the trade uncertainty, and the lagged impact of Fed tightening. If employment growth weakens much further, unemployment will begin to rise.”

The only gain that did transpire was through services, which encountered an increase of 135,000.  Looking at education and health services was encouraging as there was a hike of 56,000 and professional/business services jumped by 41,000.  Other increases occurred with: hospitality, IT, leisure, trade, transportation and utilities.

The Fed is claiming its lengthened low interest rate policy can be linked to higher salaries, full employment and stronger bargaining power.  It also seems that those most affected positively were the more underserved groups including women and blacks.

Earlier this year, Barclays Chief US Economist Michael Gapen explained:

“The labor market is as strong as it’s been since pre-crisis times. The basic fundamentals of the economy are still solid. Therefore markets should expect the Fed’s policy rate to still go higher. How many more times, and when, is debatable, but this is not a report that tells the Fed they should just be on pause forever.”

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Hedge Fund Managers and Global Growth

Hedge fund managers are (rightly) concerned about global growth.  According to Hayman Capital CIO Kyle Bass it seems like South East Asia is headed for a recession this year; Europe also but the US with its fiscal impulse from tax stimulus will wear off toward the end of the year.  We have to realize that… Continue Reading

US Citizens: Measuring Quality of Life

There are many ways to measure the success of a country.  One way is to look at quality of life.  According to a recent article, this has actually improved in America quite significantly over the last two years.  While it cannot be denied that there is a lot of anti-Trump sentiment in America, the statistics… Continue Reading

US Power Lists

Being featured on a power list has often been a measure of success for many executives.  It is indicative of becoming credible in their fields and being recognized and respected from industry peers.  In this article we take a look at three individuals who have recently been featured on power lists throughout the nation. First,… Continue Reading

Understanding America’s Public Debt

America’s debt is huge.  Standing at 22 trillion dollars, this figure is not doing anyone any favors.  Indeed, according to Research Assistant at the Catholic University  of America, Robert Warren, “we have a credit card now and our grandchildrens name is on the card and they will get the bill. They will have to pay… Continue Reading

The US: Business and Consumer Spending

One way to measure the success of the US economy is to review consumer spending.  While Q4 2018 business spending escalated to 2.6 percent, economists are concerned that Q1 2019 will not even grow at half that level due to “sluggish consumer spending” as well as the government shutdown. One of the reasons for the… Continue Reading

Hedge Funds and AI: A Great Combination

Artificial Intelligence (AI) machines are increasingly being used for analysis, investigation, and the decision-making process with hedge fund activity.  One example of this is Aidyia, a hedge fund that generated a 2 percent return on its first day of trading US equities using an AI machine.  According to research conducted by alternative assets market financial… Continue Reading

Overseas Investments: The Options

Where is it best for investors to search for new opportunities worldwide?  In this article we take a look at some of the promising places for 2019 as well as some of the considerations vis-à-vis country jurisdictions and restrictions. According to a recent article in City AM: “Currency risk is a factor to be borne… Continue Reading

Best Tips for Stock Market Investments

When it comes to learning how to invest in the stock market, who better to take tips from than “one of the world’s most powerful investors….Warren Buffet.” Over the years, the Berkshire Hathaway CEO has given his tips for stock market investors: 2017 “The best thing with stocks, actually, is to buy them consistently over… Continue Reading

Hedge Fund Manager on Global Economy

This video presents a brief overview on the world’s largest hedge fund manager – Ray Dalio who talks about how the dollar is losing its reserve currency status. Over the past 34 years Dalio has seen China do something unprecedented.  A massive shift which has made it “the greatest economic miracle ever.” Charts show what… Continue Reading