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...

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.

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...

Andrew Zatlin's picture

The Vice Index indicates a sharp downturn in retail spending… beginning in the fourth quarter (October.). Regular Moneyball readers know the Vice Index is the best way to gauge the American consumer. It’s proprietary research...

Ben Hunt PhD's picture

Every successful institution, from a marriage to a superhero to a firm to a nation, needs an origin story. The origin story of arguably the most successful hedge fund institution of the modern world—Bridgewater Associates—is that of...

Kurt Kallaus's picture

Oil prices rising from $26 to $46 a barrel this year have helped boost US stocks a whopping 22% from their lows. The digital age led by Amazon and overcapacity of retail space per capita may be killing retail bricks and mortar...

Marc Chandler's picture

Today is the anniversary of the final blow to the dollar-gold standard. By August 15, 1971, the exchange of dollars for gold was limited to central banks, and US President Nixon unilaterally ended it. There was a brief attempt to resurrect...

Michael Shedlock's picture

The downtrend in Trump’s presidential candidacy is now so prolonged that not even the most ardent Trump supporter can deny it. The decline is all based on silliness. Worse yet, it is self-imposed silliness. Some of the things Trump has...

Tom McClellan's picture

The history of the S&P 500 dates all the way back to 1871, thanks to the work of the Cowles Commission in the 1930s which reconstructed an index of stock prices back that far. That index eventually morphed into the S&P...

Michael Shedlock's picture

Business inventories rose 0.2% for the month. Bloomberg Econoday calls this a “favorable position“, noting the “lean 1.39” inventory-to-sales ratio. Let’s investigate the claims with a look at the Econoday comments followed by...

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