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FebruaryPer Stirling Capital Outlook – February 2019

Renowned economist John Maynard Keynes was one of the great thought leaders of his day. However, he was regularly criticized for some of his opinions morphing over time. During one particularly high-profile government hearing, when Keynes was being criticized for being inconsistent, Keynes reportedly fired back “When the facts change, I change my mind. What […]
Bernankebond marketscentral banksChinaComposite of Leading Indicatorsconsumer confidenceconsumer spendingdomestic economydovisheconomic slowdowneconomic stimulusfiscal policy stimulusglobal slowdownglobal trade volumeshard economic datahawkishinflationary expectationsinterest ratesJim BiancoJohn Maynard Keynesmonetary policy lagnegative yieldsOrganization of Economic Cooperation and Developmentover-tightenedpolitical uncertaintyquantitative tighteningraising ratesrecessionRichard Claridatax cutstrade warsTrumpunemployment rateYellen