Matthew Kerkhoff's picture

Question – What do you do when you really need someone to spend money? Answer – You tell them they’ll lose it if they don’t. Spending is the lifeblood of an economy. At a social level many people frown on consumerism and materialism...

Ben Hunt PhD's picture

I'm going full-nerd with the "Lord of the Rings" introduction to today's Epsilon Theory note, but I think this scene—where Denethor, the mad Steward of Gondor, orders his son Faramir to take on a suicide mission against Sauron's overwhelming...

Neil Howe's picture

A recent article in The Economist examined automation’s ca­pac­ity to displace workers. If techno-optimists are to be believed, automation is a net win: They say more jobs will actually be cre­ated by robots than destroyed by them.

Clif Droke's picture

Investors are worried over the prospects that the long-term momentum behind the stock market recovery of 2009-2015 may be in danger of complete dissipation this year. That would mean a certain date with an extended bear market...

Tom McClellan's picture

Fed officials and financial news reporters are collectively wondering why the economy seems to be slowing down, even though lower oil and gasoline prices ought to be a stimulative factor. If consumers are spending less of...

Michael Pettis's picture

It wasn’t enough that we started 2016 with one of the worst weeks in the recent history of Chinese and global markets, but the panic continued into the following weeks and wreaked a great deal of damage to confidence. A lot of the reflexive...

Kurt Kallaus's picture

Since North American petroleum production spawned an oil bear market in 2014, energy prices have had a commanding influence on stock prices. As US stock prices repeatedly retested their previous highs last July and again in late December 2015...

Michael Shedlock's picture

The blue ribbon award for ridiculous comment of the day goes to Ben Bernanke who dismissed China's $28 trillion debt pile as an "internal problem" only. This revelation came from the Asian Financial Forum held in Hong Kong where Bernanke...

Sheraz Mian's picture

Stocks are seeing another big sell-off with the immediate catalyst being nothing more than fresh weakness in oil prices that is pushing the commodity to multi-year lows. Stocks have been moving in-sync with oil prices lately, with market...

Urban Carmel's picture

US equities have dropped some 10% in the past two weeks, returning to their August/September lows. This has triggered a bearish technical pattern. Is the stock market signaling a recession and the start of a bear market? Risk has clearly increased...

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