GLOBAL ECONOMICS AND POLITICS
Leo Haviland provides clients with original, provocative, cutting-edge fundamental supply/demand and technical research on major financial marketplaces and trends. He also offers independent consulting and risk management advice.
Haviland’s expertise is macro. He focuses on the intertwining of equity, debt, currency, and commodity arenas, including the political players, regulatory approaches, social factors, and rhetoric that affect them. In a changing and dynamic global economy, Haviland’s mission remains constant – to give timely, value-added marketplace insights and foresights.
Leo Haviland has three decades of experience in the Wall Street trading environment. He has worked for Goldman Sachs, Sempra Energy Trading, and other institutions. In his research and sales career in stock, interest rate, foreign exchange, and commodity battlefields, he has dealt with numerous and diverse financial institutions and individuals. Haviland is a graduate of the University of Chicago (Phi Beta Kappa) and the Cornell Law School.
Subscribe to Leo Haviland’s BLOG to receive updates and new marketplace essays.
Past and future money printing by the Federal Reserve alongside sustained low interest rates dreams of promoting real economic growth. Central to the imaginative quest is a vigorous effort to rally real equity prices and real real estate prices (especially homes). However, these economic guardians and their allies will settle for nominal GDP increases and nominal rallies in stocks and real estate. What is one key reason? The American consumer is the foundation of the United States economy, and its balance sheet still needs repair in nominal terms.
FOLLOW THE LINK BELOW to download this market essay as a PDF file.
Desperate Housewives (Episode 2)- The Home Front
View Leo Haviland’s profile