Dissecting US Trade – Part IV – Free Trade
Submitted by Taps Coogan on the 26th of February 2017 to The Sounding Line. In Part IV of our ongoing series on US international trade (Part I, Part II, Part […]
Dissecting US Trade – Part III – The Source of Deficits
Submitted by Taps Coogan on the 21st of February 2016 to The Sounding Line. In Part I of our ongoing series on US trade we discussed how foreign purchases of […]
James Grant – Interest Rates Have Bottomed But Rise Could Take Decade
Since the election of President Trump on November 8th, interest rates have lurched higher. With the benchmark US 10 year treasury having risen about 40 basis points, the question ‘has […]
Dissecting US Trade – Part II – What is at Stake
Submitted by Taps Coogan on the 16th of February 2017 to The Sounding Line. In ‘Dissecting US Trade – Part I’ (here) we detailed the US balance of trade since […]
Dissecting US Trade – Part I – Deficits and Debt
Submitted by Taps Coogan on the 14th of February 2017 to The Sounding Line. Piecing together data from a variety of sources, the following chart shows the approximate US balance […]
Chart of the Day – Global Natural Gas Trade
We recently came across this chart, courtesy of BP (here), which shows the global trade of natural gas, both by pipeline (red) and shipping (liquefied natural gas – LNG – […]
Eurozone Inter-bank Imbalances Surging to Highs
Submitted by Taps Coogan on the 8th of February 2017 to The Sounding Line. In the recent post ‘Europe is On a Precipice’ we remarked about the convergence of events […]
Europe is On a Precipice
Submitted by Taps Coogan on the 6th of February 2016 to The Sounding Line. Like never before, the EU is on a precipice. First there is Greece: In a near […]
What Ails the US Economy
Submitted by Taps Coogan on the 4th of February 2017 to The Sounding Line. The following graph illustrates the slowdown in US economic growth since the 2008 financial crisis and […]
Marc Faber Makes His 2017 Market Predictions
As equity markets get ready to close out the first month of 2017, Dr. Marc Faber recently gave an interview articulating his predictions for 2017. Dr. Faber was uniquely prescient […]