Sheraz Mian's picture

Japan will remain the dominant theme in today’s session; this prompted a big sell-off in Japan that carried into Europe and will have a bearing on our markets today as well. With not much on the economic calendar and the Q3 earnings season slowly moving into the rearview mirror...

Tim Iacono's picture

Via this story by Catherine Rampell at the Washington Post comes the graphic below showing how personal savings rates have changed over the years by age group. Recall that the personal savings rate is simply disposable income less spending, so...

Paul Kasriel's picture

If relatively robust growth in thin-air credit was a major factor accounting for 2014’s bountiful U.S. economic harvest, as I believe it was, then 2015’s “harvest” is likely to be considerably less bountiful.

Chris Puplava's picture

It's always a good idea to periodically take a look at what the foreign community is doing in terms of net US equity purchases. The reason lies in the fact that they tend to buy at tops and sell at bottoms and can serve as a contrary indicator...

Tom McClellan's picture

The data on the U.S. unemployment rate have been getting progressively better over recent months, either because of or in spite of the government’s efforts, depending on one’s viewpoint. And if this week’s chart is to be believed, then the data should continue to get better over the next several months.

Christopher Quigley's picture

Since October 24th Der Spiegel the German newspaper has been running a fascinating series of essays on the unfolding economic crisis in Europe. The scope and detail of the series has caused a bit of an online stir in that this bastion of German mainstream journalism painted a very negative view of the future...

Sheraz Mian's picture

The positive Retail Sales report this morning has helped improve sentiment that was earlier showing a mixed picture due to the soft GDP read out of Europe. This morning’s economic readings spotlight the growth divergence between the U.S. and...

Sy Harding's picture

Crude oil prices, at a four-year low, have plunged 30% in the past six months, and it looks like they are destined to fall further.

Michael Shedlock's picture

In response to "Brink" of a New Cold War? Another Cold War Already Started?, reader Ted informs me that former Secretary of State Henry Kissinger feels the same way about sanctions and the renewed cold war as I do.

Patrick O'Hare's picture

With the month of November nearly half complete, a whole lot of participants are still caught up in what happened in October. That is understandable. October gave life to the bears and then it summarily killed the bears...