FS Staff's picture

Wednesday’s drop in the US service sector to the lowest level in two years took many economists by surprise, leading to a sell-off in the dollar and a boost to gold and commodities, as expectations for further rate hikes this year diminished. Lakshman Achuthan...

Charles Hugh Smith's picture

What the central banks cannot do is create productive places to invest the credit they've generated in such excess, or force qualified borrowers to swallow more unproductive debt. One way to lose a war is to focus on preparing to fight the last war.

Axel G Merk's picture

"Stocks beat gold in the long run!" is a 'rallying cry' to buy stocks we have heard lately that gets me riled up. It’s upsetting to me for two reasons: first, an out of context comparison, in my opinion, misguides investors. It might be...

Stratfor's picture

These are grim times for the Chinese economy. In the two years since property markets peaked and subsequently began to slow in most cities across China, it has become abundantly clear that the approach to economic management...

FS Staff's picture

Most major global equity markets are now in a downtrend, Jonathan Krinsky told listeners on Saturday, and investors should be careful of jumping in too soon in search of a bottom. Krinsky also notes that the uptrend in the dollar remains intact and he expects the downward...

Sheraz Mian's picture

Fresh weakness in oil is dragging stocks lower today. We don’t have much on the economic data front, but the earnings calendar is very busy today, with 32 S&P 500 index members reporting results, of which 18 reported this morning and the...

Matthew Kerkhoff's picture

Question – What do you do when you really need someone to spend money? Answer – You tell them they’ll lose it if they don’t. Spending is the lifeblood of an economy. At a social level many people frown on consumerism and materialism...

Cris Sheridan's picture

Given fears expressed by a number of major strategists on our show that the Fed made a policy mistake by waiting too long to hike rates, BofA Merrill Lynch's Global Liquidity Tracker is going to be a very interesting chart to keep an eye on. In the past two economic cycles...

Ben Hunt PhD's picture

I'm going full-nerd with the "Lord of the Rings" introduction to today's Epsilon Theory note, but I think this scene—where Denethor, the mad Steward of Gondor, orders his son Faramir to take on a suicide mission against Sauron's overwhelming...

Sober Look's picture

We continue to receive questions about the impact of the recent dollar strengthening on the US economy. The most immediate impact of course is on trade, which has created an immediate drag on the GDP growth.

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