BCA Research's picture

Bank stocks have experienced a sentiment-driven surge since the US election, supported by expectations for higher interest rates. Lost in the exuberance has been a marked deceleration in credit creation.

Stratfor's picture

A speech by British Prime Minister Theresa May on Tuesday answered the biggest outstanding question about the United Kingdom's impending departure from the European Union: It will not try to stay in the bloc's single market.

Paul Kasriel's picture

As a result of some Fed actions taken in 1936 and 1937, the US economy, after experiencing a robust economic recovery starting in early 1934, slipped back into a recession midyear 1937, which lasted through midyear 1938.

Odysseas Papadimitriou's picture

As we prepare to close the book on another $100+ billion holiday shopping season and our seventh consecutive year of economic growth, it’s worth taking stock of where the U.S. consumer currently stands as well as what 2017 likely...

David Kotok's picture

As Don Rissmiller of Strategas Research Partners succinctly points out, “There are four types of government policy that can be used to steer the economy: 1) monetary policy, 2) fiscal policy, 3) regulatory policy, and 4) trade policy.”

Oil Price's picture

With the US dollar being dealt a most solid dose of the whoop-bang-wallops (WBWs), crude prices cannot help but be propelled higher today. The great British pound on track for its best day since 2008, as the promise of a parliamentary...

ValueWalk's picture

With the S&P 500 trading at all-time highs, NYSE Short Interest down 20% over the past 12 months and what can only be described as a highly optimistic view of Donald Trump’s presidency, one does wonder if the markets are in their...

Adrian Ash's picture

Gold prices hit new 8-week highs at $1218 per ounce on Tuesday as world stock markets fell for the second day but the British Pound surged as UK prime minister Theresa May said Britain "cannot possibly" stay within the European...

Marc Chandler's picture

The US dollar is broadly lower against major and emerging market currencies. It has given up yesterday's gains and more. The proximate cause appears to be comments by President-elect Trump in a Wall Street Journal interview. There are two parts of Trump's comments...

FS Staff's picture

The Dow Industrials are flirting with the 20,000 level, but we haven’t seen a breakout above that psychologically important number … yet. This time on Financial Sense, we spoke with Jonathan Krinsky, chief market technician at MKM Partners, about market direction and his four bull...