China's Economy Powers Ahead, While The US Economy Flounders.

7 minutes

It's the time of the year when corporate and government finance people start to see the complete picture for 2020. With just a couple of weeks to go in the year, they know by now just how the year will finish. Yes, there can be some last minute surprises. But by and large the dye is cast. The really big numbers are done.

Will the year be positive and profitable, or will it be a financial disaster? You can bet that the guys who wear the green eye shades, the accountants and financial officers have already taken the long walk to the executive suite, to let the Company's CEO just how to prepare for that annual meeting.

And although the titles are a little exactly the same thing is happening over at 1500 Pennsylvania Avenue, The US Treasury Building. Treasury Secretary Steven Mnuchin, already knows what the numbers are for 2020. And like a giant ship under full steam, the US Economy will not change course in the last 2 weeks.

More episodes from ValueSide

The Biden Administration And The Supply Chain.

In a week and a half, the first 100 days of the new Biden Administration will come to an end. The sheer number of new initiatives has been impressive. Who can forget the picture of the new …

Jamie Diamon: Navigating Between Capitalism and Collectivism.

US Bankers are among the most adaptive and flexible businessmen and women in the world. They have to be, they operate in an ever-changing business environment and an ever-changing …

The Chinese Economy Overheats, While US Remains On Stimulus.

I don't ever recall a time when the world's two largest economies were headed in the opposite direction, as they are now.


Yesterday, both Bloomberg and the Financial Times reported that …

Archegos Capital, Act II Coming Up.

Over night we saw a lot of continuing news on the Archegos Capital Management Scandal. I call it a scandal because there is much to go around here.


Archegos Capital And The Constant Focus On Return.

It's been a long time since we've seriously heard someone on Wall Street speak of Capital Preservation. It's really not what people want to hear about.


Return is the topic of the day. And …

Special Report: The Payroll Numbers.

Additionally, many of the government bureaus which produce the economic reports that we rely on are also open this morning. Included in this group is the Bureau of Labor Statistics, which …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to The Biden Administration And The Supply Chain.
Start listening to The Biden Administration And The Supply Chain.