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JunePer Stirling Capital Outlook – June 2018
In light of the almost surreal trade-related headlines that confront us on a daily basis, it seems only appropriate to invoke the words of philosopher George Santayana, who famously remarked that “Those who cannot remember the past are condemned to repeat it.” If the founding fathers of the world’s various democracies knew then what we […]
Alan GreenspanBen Bernankebond marketChinaconsumer staplesCook Political Reportdomestic bond pricesdomestic drillersEuropean Central BankFed ChairmanGeorge SantayanaHenry FordinflationMnuchinpharmaPresident Hooverprotectionismrecessionregional banksREITssmall-capSmoot-Hawley Tarriff ActtariffstelecomThe Trade PartnershipThomas Lamonttrade conflicttrade protectionismtrade-related uncertaintyU.S. trade policyutilities