FS Staff's picture

In Wednesday’s podcast we interviewed retail industry expert Howard Davidowitz of Davidowitz and Associates about the state of retail and the general economy. As shown in the chart below (courtesy of the Federal Reserve), retail sales are hardly growing...

Global Risk Insights's picture

Zimbabwe’s adoption of the yuan as legal tender demonstrates its close ties with China, and Beijing’s efforts to globalize its currency. Long a pariah state under the rule of aging despot Robert Mugabe, Zimbabwe has witnessed an economic uptick in recent years. This reversal of fortunes has been...

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.

Oil Price's picture

Oil markets remain oversupplied and depressed, but geopolitical flashpoints have a historical tendency to disrupt market trends. Over the weekend, Saudi Arabia carried out a mass execution of 47 prisoners, including a prominent Shiite cleric Nemer al-Nemer. The executions...

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...

Stratfor's picture

With old geopolitical realities resurfacing across Eurasia and commodity prices stuck in a slump, 2016 is shaping up to be an unsettling year for much of the world. A logical place to begin is the country that bridges Europe and Asia: Turkey. This is the year when Turkey, nervous but more politically...

Global Risk Insights's picture

After an eventful 2015, where we witnessed the first U.S rate hike in 9 years, crude oil dropping to 6 year lows, a dramatic selloff in Chinese equity markets and an unexpected abandonment of the Swiss Franc-Euro currency cap, we head into 2016 with global markets on tenterhooks.

Tim Duy PhD's picture

What do I expect to see in 2016? Briefly, here are my baseline expectations for the year: 1.) No recession. I think that fears of recession in 2016 are overblown. Softness in the manufacturing sector is the primary motivation for such fears, but this ignores the declining economic importance of...

Walter Donway's picture

The Big Short: Inside The Doomsday Machine, the movie based on Michael Lewis’s best-selling 2010 book, was released on December 23 and promises to challenge attendance records. Familiar with the book, I expected to endure rather than enjoy The Big Short. Nope, I enjoyed it. Probably it deserves...

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