Author Archives: John Rutledge

20190712 CNBC The Exchange

Summary: I had a wonderful time working with Kelly Evans on CNBC’s The Exchange last Friday. I had a great conversation with Kelly and guest Andres Garcia-Amaya about the Fed, the economy, earnings, and the trade war; I ran into … Continue reading

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China Q2/GDP Growth 6.2%. Misleading Media Coverage Disappointing.

Summary: China grew at a 6.2% annual rate in Q2/19. With a single exception (The Financial Times), every financial news source I checked covered the story by running alarming and misleading headlines. Journalists–you can do better than this. A sampling … Continue reading

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