From the recent action in Treasuries, stocks and physical commodities, one could come to the conclusion that the global economic condition remains suspect.
US Dollar
Is the Outlook Toward the US Economy Too Lofty?
This week we have to wonder if the outlook toward the US economy is too lofty for the recent valuation in the Dollar.
Evidence of US Growth Has Pushed the Dollar Up
The US economy has bulldogged its way to growth in February, despite adverse weather, ongoing energy sector layoffs, adverse foreign exchange rate action and periodic talk of rising US interest rates.
Global Economic Outlook for 2015 Should Outdistance 2014!
Economic skies continue to brighten as some of the most troubled areas of the world (the Euro zone and Japan) are beginning to show some improvement and the only major nations that appear to be degrading are Brazil and Russia.
Migration Toward a Global Recovery
Not surprisingly, the Euro zone debt crisis continues to linger, and the situation in the Ukraine remains highly fluid.
Gradual Improvement in Economic Sentiment is Possible
A number of central banks have implemented fresh easing efforts, German and European economic prospects have shown some minor improvement, and the prospect of lingering cheap energy prices is starting to offer global consumers new confidence.
Negative Sentiment is Overblown!
Recently a talking head on a major television business program was lamenting the ongoing pressure on equities due to the weakness in energy-related shares.
Commitment to a Return to Growth
While the pace of the world economy remains disappointing to most commodity markets, a long list of central banks are exhibiting a commitment to a return to growth.
Continued US Recovery, But Global Economic Sentiment Still Not Strong Enough
The US recovery has continued and Euro zone 3rd quarter growth has been slightly better than some expectations, but global economic sentiment is still not strong enough to temper bearish sentiment toward most commodity markets.
Positive Forward Economic Views
Tthe outlook for the global economy is quite positive…