Sheraz Mian's picture

While it’s hard to make much sense of the market’s day-to-day movements at present, there is no such issue with what is expected to happen to Disney (DIS) and Macy’s (M) shares in today’s session. They both missed the mark in...

Robert Rapier's picture

I spent a lot of time in 2015 warning that at year-end we would see a huge decline in crude oil reserves. As I have explained in the past, the reason I expected this is because of the relationship between proved oil reserves and oil prices.

Clif Droke's picture

In the six years since the recovery began, there has been endless debate over the strength of the US economy. There are basically two sides of the debate. Those taking the positive side maintain the economy has almost returned to...

Matthew Kerkhoff's picture

Last week we talked about trend alignment and before moving on, I want to briefly apply that perspective to the broader stock market. We’ll do this by taking a quick look at daily, weekly and monthly charts of the S&P 500.

Kurt Kallaus's picture

If you want the bank to hold your money in Japan, it will cost you. In fact, any bond an investor buys up to a 10-year duration carries a negative interest rate. Japan has been the most aggressive first world country on the planet printing...

Urban Carmel's picture

The macro data from the past month continues to point to positive but sluggish growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. That said, data over the past month was on the weak end.

Michael Pettis's picture

Foreign perceptions about the Chinese economy are far more volatile than the economy itself, and are spread across a fantastic array of forecasts. On one extreme there are still many who hold the view that overwhelmingly dominated...

Ben Hunt PhD's picture

Edward Tufte is a personal and professional hero of mine. Professionally, he’s best known for his magisterial work in data visualization and data communication through such classics as The Visual Display of Quantitative...

Sheraz Mian's picture

Today’s weaker-than-expected April ADP jobs report likely adds to the global growth worries. The US labor market has been a source of consistent strength and stability in an otherwise uncertain economic backdrop. Even as a number of...

Steve Hanke's picture

Ever since the US Federal Reserve (Fed) began to consider raising the federal funds rate, which it eventually did in December 2015, a cottage industry has grown up around taper talk. Will the Fed raise rates, or won’t it?