With the critical holiday shopping season rapidly approaching, retailers are scrambling to get products on their shelves due to the ongoing chaos along global supply chains. U.S. importers are getting creative, deploying new tactics to keep merchandise moving.
NTT Data’s annual study on the current state of the global supply chain offers clues into how the logistics industry is managing through the worst crisis in decades.
The inland waterways system plays a vital role in trade and is a critical component in the U.S. supply chain. Similar to other parts of the supply chain, signs of stress are emerging.
House Democrats proposed sweeping changes to retirement accounts on Monday as part of a restructuring of the tax code designed to target the wealthy. Average investors are caught in the crosshairs.
Rich valuations, desire for liquidity, and fear of volatility are all reasons why investors sometimes want dry powder. But how can we quantify the cost of sitting on excess cash?
Problems persist in the global supply chain, and they may get worse before they get better.
Last week, the Fed surprised the market with a shift in policy, vowing to act early to arrest inflation. Naturally, this hurt trades based on the reflation narrative. Are they still worth holding, or is it time to bail? I cover some of the issues in my latest article on Forbes. Click here to read …
Treasury bond yields surged to a new post-pandemic high last week, extending the bear market that began in August of last year. When will it end? Please click here to read the entire article on Forbes.
Speculative shorts in bond futures are at extreme levels. The crowd may be right, but if there is not a Democratic sweep in the election, the short covering could be equally extreme. Click here to read the entire article on Forbes.
As we get closer to the election, sector performance and volatility divergence in the equity and credit markets is growing. The post-election macro outlook is likely to be dominated by sector and asset class rotation rather than out-sized moves at the broad index level.