The You First Blog

“Ultimately we know deeply that the other side of every fear is a freedom” – Marilyn Ferguson U.S. Fed, Bank of Canada Announce “Emergency” Rate Cuts of 50 Basis-Points It was an up-and-down, volatile week in North American markets on the heels of last week’s steep declines. Markets rallied on Monday on the prospect of… Read More

The last decade was very rewarding for investors and at almost 11 years, we are still in the midst of the longest U.S. bull market ever. However, most major economies are exhibiting late-cycle signs and are posting lower GDP growth. This stage precedes a recession and is typically characterized by economic activity that is still positive but slowing. Interest… Read More

“Unemployment is an integral part of the normal capitalist system” – Michael Kalecki U.S. Unemployment falls to 50-Year Low, Easing U.S. Recession Worries Market volatility on the heels of impeachment proceedings news pushed markets lower for the week. However, investors were buoyed by the U.S. unemployment report, which showed unemployment fell to a 50-Year low,… Read More

“I’m amazed how little politicians seem to have learned from history. Nobody is benefiting from a trade war” – Carlos Moedas Trump Tweetstorm – Following New Chinese Tariffs on Imported US Goods – Pushes Markets Lower to End Week Investors flocked to safe-haven assets on Friday following President Trump’s tweetstorm in response to the Chinese… Read More

The yield curve inverted, and the DOW dropped 800 points. Now what? Yesterday, the DOW dropped 800 points, the single largest drop of 2019. This was largely due to news that the yield curve had – briefly – inverted. It is important to note that yesterday’s yield curve inversion was only temporary, as the 10-year… Read More

“I’d rather be pleasantly surprised than fatally disappointed” – Julia Glass Tempered Fed Cut Hike Speculation Leads Indexes Lower Major U.S. indices dipped to end the Friday trading session after a strong opening. The Wall Street Journal reported the coming Fed Cut would be 25 basis points; however, comments on Thursday by Fed officials inferred a… Read More