Kurt Kallaus's picture

Is the economy strong or weak? The safe answer is – both. GDP and median income growth have remained weak, but employment and consumer spending are healthy. Manufacturing and construction hiring and wage gains have been anemic...

Adrian Ash's picture

Gold bullion rose in a tight trading range Wednesday in London, regaining last week's close of $1325 per ounce after new US data – released before today's July interest-rate decision from the Federal Reserve – showed orders for fridges...

Matthew Kerkhoff's picture

A few weeks ago I wrote a piece about the flattening yield curves in the top five economies. The implication being that these economies are under duress, as investors forgo adequate compensation in favor of stashing their cash...

Marc Chandler's picture

Until now the recovery from the Great Financial Crisis has been the weakest from the post-WWII compared to the last four contractions. However, as Kruger points out, assuming that the Atlanta Fed's GDP tracker is accurate, this dour assessment will no longer hold...

Jeffrey D Saut's picture

I got an email last week that read, “What do I do now?” I replied, “I don’t know what you mean.” She wrote back, “I didn’t buy the February lows that your model told us to buy and I didn’t buy any of the stocks on your ‘buy list’...

Chris Puplava's picture

Soft helicopter money in Japan, relaxed austerity in Europe, expanded monetary stimulus by the Bank of England in reaction to the Brexit vote, and a US Fed on hold has propelled US markets to record highs. With the S&P 500 moving well past 2,100 and the Dow Jones Industrial...

Tom McClellan's picture

I like to watch the data on the number of shares outstanding in certain select ETFs, and one of the best for this purpose is the biggest one, SPY. It tracks the SP500, and it currently has $196 billion invested in it. So it is a big deal.

Adrian Ash's picture

Gold investment prices rose from 3-week lows but struggled to hold gains versus major currencies on Thursday as world stock markets retreated from new all-time highs amid news that neither Japan nor the Eurozone plan to add more....

Urban Carmel's picture

Since February, US equities have risen nearly 20%. Equities outside the US have risen 12%. A tailwind for this rally has been the bearish positioning of investors, with fund managers' cash in February at the highest level

Clif Droke's picture

One of America’s most prominent hedge fund managers is betting the farm that China’s economic troubles are far from over. His bet centers around the US dollar and by extension several Asian currencies. What happens to...

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