Financial Sense
Barry Bannister: The Biggest Risk to the Economy Is Government Policy, Not Fundamentals
Jim is pleased to welcome back Barry Bannister CFA, Managing Director at Stifel Nicolaus. Barry characterizes the first half of 2013 as recovery from a deflationary shock, with defensive stocks outperforming. He sees the second half of the year...
Market Observation
Perhaps THE biggest event so far this week was the breakout in 10-Yr UST yields today north of 2%. As shown below, the 10-Yr UST broke the bearish trend that has been in place since 2011.
Featured Editorial
In this report, I consider the goals and methods of foreign exchange intervention and place today’s policies in their historical context. Also, I examine the evidence of where covert intervention—quite common historically—might possibly be...
One of the reasons that it is been so hard for a lot of analysts, even trained economists, to understand the imbalances...
The overnight weak economic news out of China adds to the market uncertainty created by Fed related developments from...
Existing home sales for April came in at 4.97 million from an upwardly revised March reading of 4.94 million (originally...
Investors rely on indices to help understand how a market is moving, and perhaps even how it might move in the future....
Important News & Links
More FS Editorials
May/23
- Excess German Savings, Not Thrift, Caused the European Crisis by Michael Pettis
- Is the Market Over-Reacting? by Sheraz Mian
- Chart of the Day: Existing Home Sales by Lance Roberts
- Dollar Indices: Research Rubbish? by Ned W Schmidt CFA
- Are Covert Operations Underway in the Global Currency Wars? by John Butler
May/22
- Breakout in Bond Yields Foreshadows Possible Economic Acceleration by Chris Puplava
- Daily Market Recap by PFS Group
- Today’s Dow Now in Third Place by Doug Short
- Abenomics in Review: Yen, Inflation, Exports, Imports by Michael Shedlock
- Headed for Euphoria by Sober Look
- Asian Gold Premiums Hit New Highs as Europe Urged to Start Aggressive QE by Adrian Ash
- Four Signs That We're Back in Dangerous Bubble Territory by Chris Martenson PhD
May/21
- Barry Bannister: Government Making Same Policy Mistakes of the 1930's by FS Staff
- Fortune Belongs to the Bold by Ryan Jordan
- Hot Money, Cold Credit by Steve Hanke
- Can Two Senators End “Too Big to Fail?” by John Mauldin
- The Dollar Is Going Up by Keith Weiner
- Atypical Global Recovery Underway by Dwaine van Vuuren
- What Could End the Rally in U.S. High-Yield Credit? by BCA Research
- Will Wednesday’s Fed Minutes Spark Sell-Off? by Chris Ciovacco
- Executive Sweet? by Brian Pretti CFA
May/20
- Positive Outlook Change for Chinese Stocks Could Have Bullish Implications for Commodities by Ryan Puplava CMT
- Daily Market Recap by PFS Group
- The Rotation Continues by Thomas J Smith CFA
- Stock Market Not Ready to Handle Tapering Truth by Patrick O'Hare
- The Fed in Focus This Week by Sheraz Mian
- Financial Euphoria by Douglas Noland
- New Cold War: The “Putinization” of Uranium by Casey Research
- Velocity of Money and the Crack-Up Boom by John Rubino
- Trade Policy and Economic Decline by JR Nyquist
- All Japan, All the Time by John Mauldin
May/17
- Long-Term Breakout by Carl Swenlin
- The Last of the 2008 Doomsday Scenarios Is Fading Away by Sy Harding
- The S&P 500 Is Now a Gambler's Paradise With 76.9% Up Days in May So Far by Adam Taggart
- When Central Banks Buy Stocks by Clif Droke
- Why Japan Is Bad for the World by James Gruber
- Gold at Major Inflection Point by Lee Adler
- Stocks Decouple From “Risk-On” Indicators by Sober Look
- Why Bonds Aren't Dead & The Dollar Will Get Weaker by Lance Roberts
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