Connecting the Dots, December 2016

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Connecting the Dots, Patrick Watson’s online newsletter, now lives exclusively on the Mauldin Economics website.

Please bookmark this page so you can always find his latest take on the geopolitical, cultural, and technological forces decentralizing and disrupting the global economy.

Investing in Our Furry Friends

December 27, 2016

We Americans love our pets almost as much as our children.

Have the Trump Tweets Ruined the Defense Sector?

December 20, 2016

This month, President-elect Trump annoyed some people when he criticized two top defense contractors on Twitter.

Bankers to Fed: Stop Riding the Asset Bubble and Raise Rates Already

December 13, 2016

The stakes were high at last September’s Federal Open Market Committee (FOMC) meeting. Federal Reserve officials had hinted all year that a rate hike was coming. Traders assumed it would come at a quarter-end meeting, coinciding with one of Janet Yellen’s news conferences. If so, it would be the Fed’s last chance until December.

Time to Trump the Fed

December 6, 2016

The Trump administration’s economic team is beginning to take shape, but we still don’t have nominees for two Federal Reserve Board vacancies.