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Author Archives: David P. Goldman
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Chart of the day: Chinese stocks outperform S&P
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China recovery good news for European stocks
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The alpha downshift in US inflation expectations
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Charts of the day: S&P leverage vs ROE by sector
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The limits of leverage, continued
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No, leverage is not boosting corporate returns
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Chart of the day: US capital investment plunges
Posted inUnited States, World
The 737 Max economy
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What happened to the great EM trade of 2019?
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Chart of the day: China, US, Germany manufacturing
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Fear of being left out drives China rally
Posted inWorld
Andrew Marshall, the last wise man
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Chart of the day: breakevens undershoot commodities
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New kind of deflation impels the great bond rally
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Chart of the day: price of Turkish risk
Posted inMiddle East, Turkey
Turkey risk explodes
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Spike in economic anxiety weighs on Wall Street
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Chart of the day: shrinking global trade
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How bad is it?
Posted inWorld
Trump’s boom and bust
Posted inChina, Germany, United States, World
中國繼續引領世界市場
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Chart of the day: S&P 500 now likes the Fed
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The Good, the Fed, and the Ugly
Posted inUnited States, World
為何美國石油股未能跟隨油價上漲?
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Chart of the day: Taiwan, Korea exports
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