Chris Puplava's picture

While the USD Index is rallying there is deterioration beneath the surface that suggests a cyclical correction in the dollar may be in the offing. We can look at breadth to determine how strong or weak the dollar is by comparing it to many currencies across the globe.

John Butler's picture

At a recent conference hosted by a major global bank in London I sat on a panel alongside a macro investment strategist who referred to the euro as a ‘Trojan horse’ intended to force fiscal austerity on...

Michael Pettis's picture

The biggest constraint to the EU’s survival is debt. Economists are notoriously inept at understanding how balance sheets function in a dynamic system...Europe will not grow, the reforms will not “work”, and unemployment will not drop until the costs of the excessive debt...

Matthew Kerkhoff's picture

As oil prices plunged in recent months, debate heated up regarding whether the drop was due to falling global demand, rising supply, or a combination of both. For substantial periods during the declines...

Global Risk Insights's picture

The nearly 50% decline in oil prices questions the future of the Organization of the Petroleum Exporting Countries (OPEC) and casts doubt on its ability to influence prices. However, the role of OPEC has...

Andrew Zatlin's picture

Outdated measurement methodologies used to calculate the unemployment rate and payroll data have encouraged the Fed to broaden its watch-list of labor data. Now the Fed is looking at other benchmarks like...

Cris Sheridan's picture

Stocks inched further into record territory today before fading slightly in the afternoon. The market is interpreting Yellen’s remarks before Congress as dovish—keeping rates lower for longer—and recent experts on our show, like Mizuho’s Chief US Economist...

Sheraz Mian's picture

We started today’s session essentially flat with another day of Janet Yellen testimony dominating the headlines. The Fed chairwoman performed quite a feat Tuesday in front of the Senate Banking Committee and will...

Urban Carmel's picture

Even casual observers of the equity markets know that there is always a multitude of risks which threaten the advance of stock prices. It takes little effort to identify these. Focusing on the correct risk is trickier part.

FS Staff's picture

Steven Ricchiuto, Chief US Economist for Mizuho Securities, argues that we are in a fundamentally different economic environment than the last 35-40 years where deflation—and not inflation—is the now the main concern and raising rates may end up being a huge mistake...

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