In China, here comes the bounce
China’s closely watched PMI manufacturing gauges rebounded more sharply than expected in March.
Good news for manufacturing?
* There are indications that global trade has stabilized, with freight rates for smaller ships increasing. This may reflect increased demand for goods’ transport. There are still some near-term risks – one being that US companies may try to delay imports in the hope that President Trump’s taxes on US consumers of foreign goods will […]
Good news for manufacturing?
* There are indications that global trade has stabilized, with freight rates for smaller ships increasing. This may reflect increased demand for goods’ transport. There are still some near-term risks – one being that US companies may try to delay imports in the hope that President Trump’s taxes on US consumers of foreign goods will […]
In China, here comes the bounce
China’s closely watched PMI manufacturing gauges rebounded more sharply than expected in March.
In China, here comes the bounce
China’s closely watched PMI manufacturing gauges rebounded more sharply than expected in March.
Good news for manufacturing?
* There are indications that global trade has stabilized, with freight rates for smaller ships increasing. This may reflect increased demand for goods’ transport. There are still some near-term risks – one being that US companies may try to delay imports in the hope that President Trump’s taxes on US consumers of foreign goods will […]
Good news for manufacturing?
* There are indications that global trade has stabilized, with freight rates for smaller ships increasing. This may reflect increased demand for goods’ transport. There are still some near-term risks – one being that US companies may try to delay imports in the hope that President Trump’s taxes on US consumers of foreign goods will […]
The long term, part 2
Following my first post on this topic, a reader suggested I also look at how an all-equity portfolio and a 60/40 portfolio would have performed over the same period assuming a 4% spending rule.
Profiting from the new space race
A new space race is heating up.
The long term, part 2
Following my first post on this topic, a reader suggested I also look at how an all-equity portfolio and a 60/40 portfolio would have performed over the same period assuming a 4% spending rule.