Tags: jim welsh

Currency War

December 10th, 2014
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We would like to wish you and your family a year of good health and contentment in 2015. And we will do our best to add a bit of prosperity. more »

Headwinds for Central Banks

November 11th, 2014
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The Federal Reserve (Fed) has indicated that it will be data dependent in deciding when it will raise interest rates. The recent decline in inflation expectations, economic weakness in Europe, the plunge in oil prices and heightened financial market volatility will only serve to reinforce the scrutiny of incoming data. Whenever more »

Investing at the Limits of Monetary Policy

October 9th, 2014
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Economics has often been called "the dismal science" for good reason. President Harry Truman became so frustrated with the equivocations of his economists that he said, "Give me a one- handed economist! All my economists say, '...on the one hand... on the other. more »

The Great Divide

August 13th, 2014
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Macro Strategy Review for August 2014Written by Jim Welsh, Forward Marketsp> Since the end of 2009, the S&P 500 Index is up 93.25%, while wages have increased 9%. The "Great Divide" between how the average worker has benefited over the past four an… more »

Bouncing Back

July 12th, 2014
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Macro Strategy Review for July 2014Written by Jim Welsh, with David martin and Jim O'Donnell, Forward MarketsU.S. Economy As expected, the U.S. economy has bounced back nicely in the second quarter after an especially dismal first quarter. The Bure… more »




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