Michael Shedlock's picture

Until Wednesday, no country had ever sold 10-year debt that gives investors a yield of below 0%. And no country had ever issued a 100-year bond denominated in euros. But in the latest stark sign of how easy the era of easy money has become, Switzerland...

Andrew Zatlin's picture

When it comes to Initial Jobless Claims, labor is a leading - not a lagging - indicator. All business investment decisions, from capital to labor, are responses to business expectations of economic growth. So while hiring and firing certainly lag business...

Doug Short's picture

We are clearly experiencing a structural change in employment, one that is a major drag on the overall economy. The fact this change was exacerbated by a business cycle downturn should not blind us to its structural nature...

Marc Chandler's picture

The ECB is a month into what it has signaled will be at least an eighteen month asset purchase program. It had begun buying asset-backed securities and covered bonds earlier, but starting last month began buying sovereign and supranational bonds...

Urban Carmel's picture

Inflation has been decelerating in recent months and remains well below 2%. With oil prices collapsing, CPI dropped to -0.1% in February. Consensus expectations are that inflation will accelerate but it hasn't happened...

Reva Bhalla's picture

The likelihood of the United States and Iran reaching a deal this summer means that additional barrels of Iranian oil eventually will make their way to the market, further depressing the price of oil, as well as the Russian ruble. To be clear, Iranian oil is not going to...

Christopher Quigley's picture

If ever you wanted an example of Dow Theory “Divergence” the Dow indices comparison chart below provides it. A quick observation clearly shows that the Dow Transport Index (white line) is collapsing while the Dow Industrials (green line) is holding its own...

Matthew Kerkhoff's picture

April is historically the best month of the year for the Dow Jones Industrials and the second best month for the S&P 500. But historical norms should be thrown out the window, right after the kitchen sink. Very little about the current environment resembles...

Marc Chandler's picture

Marc Chandler takes a look at the six main factors facing investors currently: 1) the state of the US economy, 2) brickmanship in Athens, 3) a cyclical recovery in Europe, 4) responses by the Bank of Japan, 5) an upcoming meeting by the Reserve Bank of Australia...

Gary Dorsch's picture

The vast majority of traders operating in the Chinese markets these days have no inhibitions about gambling. Instead, they are feverishly bidding up red chip shares on the China-300 Index, which has nearly doubled in value since the start of July ‘14...

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