Clif Droke's picture

The most important question investors should be asking at this point isn’t whether the secular bull market which began in 2009 is over, but whether continued equity market weakness in 2016 will lead to the unthinkable, namely an economic recession. A recession in 2016 has been deemed...

Charles Hugh Smith's picture

All the phantom wealth piled up in China's boost phase is now melting down, and the China Syndrome will trigger a meltdown in global phantom assets. The 1979 film The China Syndrome took its name from the darkly humorous notion that a nuclear reactor meltdown in the US would burn straight...

Urban Carmel's picture

The balance of the macro data from the past month continues to be positive. To be sure, growth remains slow, but the balance of evidence suggests the imminent onset of a recession is unlikely. The main positives are in employment, consumption growth and housing: Employment growth is close to the best since the 1990s...

Sheraz Mian's picture

Another day, another China-centric market sell-off, with the US indexes deeply in the red following losses all over the world. To say that markets have been volatile in the New Year would be an understatement. One recurring theme of market activity...

Sheraz Mian's picture

The Alcoa (AA) report after the close on January 11th will put the spotlight on the Q4 earnings season. We have a total of 11 S&P 500 members reporting results next week, including J.P. Morgan (JPM), Wells Fargo (WFC), Citigroup (C) and Intel (INTC). But the reporting cycle will really ramp...

Marc Chandler's picture

With equity markets tumbling, escalating tensions between a Saudi-led Sunni bloc against Iran, ongoing hostilities in Syria, North Korea testing what it claims to be a hydrogen bomb, the once precious yellow metal is looking perky.

Matthew Kerkhoff's picture

The rout in US manufacturing began when the dollar took off during 2014. With major economies such as China continuing to guide their currencies lower, it’s unlikely the sickness here will be alleviated anytime soon. On Wednesday, we’ll see the ISM’s latest...

Sheraz Mian's picture

Today’s weak factory sector data out of China reminds us of the market’s persistent China growth worries. The December PMI survey by Caixin Media and Markit came in weaker than expected at 48.2 vs. 48.6 in November, the 10th straight month of a sub-50 reading from this key private...

Clif Droke's picture

Stocks are trying to live up to the expectations for a year-end “Santa Claus” rally. Most of the market’s improving internal condition is due to the latest strength in the energy sector, with the NYSE Oil Index (XOI) rallying some 6% from its recent lows. Although recent trading volume has been far...

Jeffrey D Saut's picture

Men can be trained to be inventors by the simple process of telling them that it is not a disgrace to fail. In research work there is no such thing as failure in the accepted sense of the word. It is as important to know how not to do a thing sometimes as it is to know how to do it. And out of...

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