We have a very interesting crisis building in addition to the political chaos we see coming in 2020. By the time we reach 2021, we will have over $2 trillion in investment grade corporate debt maturing. This is going to present some very interesting problems. Up to now, we have advised our corporate clients to […]

  Asia: Reports from Asia state that China is proposing an agricultural deal worth up to 30 bn a year. This would mean that China would have to source products from the US such as soybeans, corn and wheat. However, this news has failed to inspire any excitement in the Chinese markets today as the […]

The 2019 Canadian Outlook Report is particularly interesting this year with the Federal elections coming into play in October 2019. This year, capital flows are intense with political chaos everywhere we look. The impact of Canada within the mix of this global nightmare is going to be critical. This year’s Canadian Outlook 2019 report includes […]

Trump should reverse what the Clintons did to student loans. He should RESTORE the right to go bankrupt. This huge problem was created by the Democrats who exempted student loans from normal protection for consumers. In addition, the bankers then exploited the entire issue by getting parents to co-sign. The entire argument for eliminating the […]

QUESTION:Dear Martin: Do you have any concerns for the equity markets from the upcoming conversion from Libor to SOFR (the secured overnight financing rate). A recent article from Business Insider highlighted the following: “Libor, linked to about $350 trillion worth of financial products, will be replaced by an alternate pricing benchmark for everything from mortgages […]

QUESTION: Mr. Armstrong; I have studied you Economic Confidence Model and found it to be extremely accurate in forecasting the business cycle. When I showed it to my professor here at ——— he responded that itis impossible to forecast the business cycle. He would not even engage in a conversation about it. Why are they […]

QUESTION: It is official. Italy is now in recession. Obviously, the Fed is looking outside its own economy. Your Economic Confidence Model is remarkable. I have been following you now for more than 10 years. It has always been correct. Why does the economic community and governments pretend you cannot forecast the economy? You have proven […]

QUESTION: I work in the construction industry in Phoenix Arizona and there has been a boom in new construction for apartments, condos massive housing tracts and all of the retail that follows this. When I read about your worldwide property crash forecast the economic forecast for growth in our market is that that there is […]

The rally in gold and the stock market together is demonstrating that eventually, we will see the alignment as it transforms from Public to Private assets. The most deranged reaction to the Federal Reserve saying they will be “patient” on any further rate moves, is just beyond all reason. But markets are not always rational […]

I have warned that the entire Student Loan Crisis has significantly altered the economy thanks to the Clintons courting the New York bankers making Student Loans the exception to bankruptcy. In Florida, like many other states, if you are in default on your student loans, the medical license to obtained is suspended. The Florida State Board […]