BCA Research's picture

The global search for yield – not an improvement in EM fundamentals – is what has been driving the EM rally this year. Having turned dovish in February, the Fed has enticed investors to sell US dollars and pile int

Patrick O'Hare's picture

What goes up must come down. That's what Sir Isaac Newton suggested anyway in his Universal Law of Gravity. It is easy to think in watching the stock market since the end of June, however, that it does not adhere to the law of gravity.

Kurt Kallaus's picture

The economy remains weak, earnings are poised to continue contacting for the 6th quarter in a row yet stocks has broken out to new record highs in August from an important technical base. Without a strong rebound in earnings, we have...

FS Staff's picture

Speaking last week on our podcast, Jim Bianco of Bianco Research told listeners that the Brexit vote on June 23rd may have been the most bullish catalyst for the US stock market this year where, after the initial shock, major market indices like the S&P 500 and the Dow Jones...

Monty Guild's picture

As the US presidential election nears, we are doing a series of reports on the differences and agreements of major parties on various economic and financial topics. Last week, we noted one area where the major-party candidates...

Stratfor's picture

Despite the recent scrutiny surrounding autonomous vehicles, the technology seems to be picking up speed. After three months of testing on the streets of Pittsburgh, Uber has announced that its fleet of self-driving Volvo XC90s will go...

Alex Barrow's picture

Things could get real interesting in the next few months. On Oct. 17th a new SEC rule finally comes into play that will affect money market funds and liquidity across the financial sphere. There’s potential for some really big...

Andrew Zatlin's picture

The Vice Index indicates a sharp downturn in retail spending… beginning in the fourth quarter (October.). Regular Moneyball readers know the Vice Index is the best way to gauge the American consumer. It’s proprietary research...

Oil Price's picture

Since its inception at Shell in the late 1960s, scenario planning has become an important part of corporate strategy. Business forecasts often come with the assumption that business will continue as usual. The value of scenario planning...

Bill Witherell's picture

The Bank of Japan decided at its July 28–29 meeting to boost its purchases of exchange-traded funds (ETFs) to an annual rate of 6 trillion yen, almost double the previous rate of 3.3 trillion yen. The BOJ began its ETF purchasing in October 2010 at a much more modest...

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