Matthew Haver
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
If anything you have read here spurs a question or investment idea, please contact me anytime. I'm happy to discuss any of these topics with you.
March 13, 2024
Global manager research monthly index
October 30, 2024
Trend & cycle: The long view
May 19, 2025
Fixed income interest rate market monitor
October 28, 2024
Market cycle quilts