FS Staff's picture

“This illusion of the omnipotent central banker is one of the biggest bubbles that we’ve seen,” says Ronald Stoeferle, Managing Director at Incrementum AG. He sees huge differences between the Fed of the past and the current leadership under Janet Yellen...

Sheraz Mian's picture

The crazy volatility of recent days isn’t over yet, but the major indexes appear on track to sustain the rebound from Wednesday. The overnight action out of China was favorable, with government intervention giving...

Tim Duy PhD's picture

Monday's action on Wall Street was too much for the Fed. That day, Atlanta Federal Reserve President Dennis Lockhart pulled back his previous dedication to a September rate hike earlier, reverting to only an expectation that rates rise...

Stratfor's picture

The recent fluctuations in China's currency typify the best and worst of a globalized world, where developments in one place can instantly change the political and financial calculations of governments in others.

Chris Puplava's picture

Given the recent sharp decline in the market, the overwhelming question from clients is whether this is the beginning of a new bear market similar to 2000-2002 or 2007-2009. Though I don’t think we are quite there yet, here is the big picture outlook as I see it with possible risks...

Oil Price's picture

Winters are the stuff of legend in Russia and – despite a fair bit of warming – winter 2015/16 is shaping up to be one of the harshest, and most formative, in recent memory. After a brief period of respite – and muted...

Global Risk Insights's picture

The unprecedented growth of the Internet provides a serious risk to individuals, businesses, and governments, alike. In order to secure the future of the Internet, the world need to start thinking differently. The Internet of...

Ben Hunt PhD's picture

Back in my portfolio manager days, I was a really good short seller. I say that as a factual observation, not a brag, as it’s not a skill set that’s driven by some great intellectual or character virtue. On the contrary...

Bob Eisenbeis's picture

Despite the huge surge in market volatility the past three days and the tumultuous drop in US equities, these moves tell us nothing about the state of the US real economy. China is having its problems, largely...

Paul Kasriel's picture

The late, great Milton Friedman used to preach that you don’t assess the degree of monetary policy restriction or accommodation by the level and movement of interest rates but rather by the behavior of monetary quantities.

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