John Mauldin's picture

Growing geopolitical risk is on everyone’s mind right now, but in today’s Outside the Box, Michael Cembalest of J.P. Morgan Asset Management leads off with a helpful reminder: the only time since WWII that...

Patrick Schotanus's picture

A number of researchers (most recently Nassim Taleb with his anti-fragility thesis) have pointed out that repressing naturally occurring behavior, for example because it is unpleasant, will exactly cause it to build up, sometimes elsewhere in the system.

Sober Look's picture

In spite of weakening economic growth, persistent credit contraction, and dangerously low inflation rate in a number of member states (chart below), the ECB continues to resist calls for Fed-style outright securities purchases.

Sheraz Mian's picture

We now have Q2 results from 226 S&P 500 members that combined account for 53% of the index’s total market capitalization. Total earnings for these 202 companies are up +9.9% from the same period last year on...

Tom McClellan's picture

The Fed is still pumping liquidity into the banking system, albeit at diminished rates, and the large cap indices are still showing no signs of trouble, with the DJIA making higher highs and higher lows.

Cris Sheridan's picture

The year 2016 will see a number of important events: the US presidential election, the Summer Olympics, and, according to a growing number of market analysts, another financial crisis.

Robert Rapier's picture

In 2013 global natural gas production advanced 1.1% to a new all-time high of 328 billion cubic feet per day (Bcfd). Except for a one-year decline in 2008-2009, global gas production has risen fairly steadily for about three decades, and production has more than doubled during that time span...

Marc Chandler's picture

Weekly initial jobless claims fell 19k in the week ending July 18 to 284k. This represents a new cyclical low. The four-week moving average, used to smooth out this volatile series, also has fallen to new lows.

Monty Guild's picture

For some time, the Chinese government has been promoting the Yuan as a medium of international trade, and reducing the influence of the U.S. dollar. A pilot program was launched in 2009, and there have been...

Clif Droke's picture

One of the recurring headlines adding to the “wall of worry” is the battle between U.S. hedge funds and the Argentina government over payment of the country’s bond debt stemming from the country’s 1998-2002 economic crisis.