For months now, US political watchers have been focused on the first week of January 2021. It was..

Macro Strategies, Election

We’ve gone without a lot of things in 2020. Surprises aren’t one of them. After ten months of..

Macro Strategies, Election

Absentee voting by mail is not new. What’s new is the global pandemic. There was a trend toward..

Macro Strategies, Election

2020 has not been an ordinary year. There has been a lot of uncertainty about the outcome of the..

Election

Consumers are traditionally the engine of the US economy, and I believe consumer confidence is an..

Macro Strategies, COVID-19

The global pandemic has devastated global trade. It appears that some of the drop in trade is..

Macro Strategies, Trade, COVID-19