Financial Sense

Can Stocks Survive Without Stimulus?
Clif Droke's picture

A fiery debate rages among investors over the question of central bank stimulus. The question is whether the stock market needs stimulus in order to advance, and is stimulus only creating a bubble which will burst at some point and...


Kurt Kallaus: Slow Growth but US Recession Still Years Away
FS Staff's picture

In June of this year, we spoke with Kurt Kallaus, author of Exec Spec and the KDelta trading model, and he predicted a mild cyclical upturn and oil topping out and turning lower into the fourth quarter. Both of those things have come true...


China Plans to Slash Crude Demand With 250,000 Bpd
Oil Price's picture

China is determined to rid itself of its image as one of the world’s greatest polluters, and is serious about curbing oil production—even if only for a few days—to clean up its air during the international G-20 meeting in Hangzhou...


July New Home Sales Soar to 12.4% Month-over-Month, Surprises Forecast
Jill Mislinski's picture

This morning's release of the July New Home Sales from the Census Bureau came in at 654K, up 12.4% month-over-month from a revised 582K in June. Seasonally adjusted estimates for April and May were revised.


The Schizophrenic Fed
Matthew Kerkhoff's picture

Central bank policy is center stage this week as the world turns its attention to Jackson Hole, Wyoming. The symposium hosted by the Kansas City Fed has become the prime venue for discussing monetary policy.


How to Leave the European Union
Stratfor's picture

After the results of the Brexit referendum, many EU governments and officials went out of their way to emphasize that the vote did not herald the end of the European Union and could even make it stronger.


Felix Zulauf Sees Final Leg of the Bull Market
FS Staff's picture

It’s no secret that Felix Zulauf has made timely calls on our show in the past. Just last December on FS Insider, Zulauf called the bottom in gold, which has since risen about 30 percent. This time on Financial Sense, Zulauf discusses his current outlook and how problems developing...


The Search for Yield and Emerging Markets
BCA Research's picture

The global search for yield – not an improvement in EM fundamentals – is what has been driving the EM rally this year. Having turned dovish in February, the Fed has enticed investors to sell US dollars and pile int


Cracking Open a Six-Pack
Patrick O'Hare's picture

What goes up must come down. That's what Sir Isaac Newton suggested anyway in his Universal Law of Gravity. It is easy to think in watching the stock market since the end of June, however, that it does not adhere to the law of gravity.


Stocks Churn as Earnings & Election Anxiety Grows
Kurt Kallaus's picture

The economy remains weak, earnings are poised to continue contacting for the 6th quarter in a row yet stocks has broken out to new record highs in August from an important technical base. Without a strong rebound in earnings, we have...


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