Matthew Kerkhoff's picture

Not too many people remember the second week of August 2007, but for others, that week will be forever etched in their minds. And in many ways, it should be etched in yours as well. During that infamous week, we witnessed an event that...

Marc Chandler's picture

There has been a surge of interest and activity in what have been dubbed crypto-currencies. According to the Economist, the market cap for this space is around $60 bln, and a founder of one of the crypto-to-crypto exchanges estimates...

Marc Chandler's picture

The US dollar has drifted lower against most of the major currencies as the culmination of news from Washington, escalating already rising concerns about the economic agenda that was to bolster growth with dramatic tax reform, infrastructure...

Matthew Kerkhoff's picture

We all know that investing is a game of expectations. The market “prices in” certain information, and then we adjust our outlook and positions as those expectations change. A key operating rule of this “game” is that when the best that can be...

Adrian Ash's picture

Silver prices rallied with gold and both metals recovered last week's closing level in US Dollar terms in London trade on Friday. Silver prices rose above $16.40 per ounce as government bonds rose with world stock markets and commodities...

Michael Shedlock's picture

The amount of nonsense written about Trump’s firing of FBI director James Comey is staggering. Democrats allege the firing is proof that Trump is hiding something. So here we go again with absurd allegations and innuendo that Trump...

Marc Chandler's picture

The VIX, the volatility of the S&P 500, is sometimes touted as a "fear index." Today is it extending its push below 9%, to fall to its lowest in nearly a quarter of a century. There has been four (Finland, Austria, the Netherlands, and France) successive...

Matthew Kerkhoff's picture

Dennis DeBusschere, an analyst over at Evercore ISI, put together this next chart comparing historical S&P valuations (vertical axis) against volatility (horizontal axis). As you can see, the current setup in the market is very unusual, approaching...

Kurt Kallaus's picture

Copper and oil are important barometers of economic direction. The weather vane for copper’s direction isn’t as much supply, but demand. Chinese industrial activity and the commitment of traders are important demand side tells to observe.

Urban Carmel's picture

he macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. One concern in recent months had been housing, but revised data shows...

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