Michael Shedlock's picture

Here's a new one. ECB president Mario Draghi cautions that ECB policies may "lead to financial instability and worsen income inequality." Place that warning in the "duh" category. For duh details, please consider...

Sheraz Mian's picture

The silver lining to the recent run of soft economic readings is the Fed angle, with the central bank expected to hold off rate increases in the face of an uncertain economic backdrop. This has helped reverse the U.S. dollar’s strong...

Chris Puplava's picture

A recent Zerohedge article is making the rounds showing the US is in recession according to 7 charts. I offer my own 7 charts showing that the US is NOT in recession with a little background on how Zerohedge likes to cherry-pick data to fit their often sensational...

Tom McClellan's picture

The unemployment rate has not finished falling. That is the message from the data provided by the University of Michigan’s Survey of Consumers. In this week’s chart, I am comparing an inverted plot of the US civilian...

Chris Ciovacco's picture

While we make decisions based on observable evidence (rather than forecasting), it is always a good idea to understand bullish and bearish possibilities. One bullish scenario that could enable the broad market to break from...

Taki Tsaklanos's picture

Most investors believe that the U.S. dollar is the primary influence upon commodity prices. While there certainly is a strong correlation between the dollar and commodities, we would argue that the real dynamics in the market...

Marc Chandler's picture

The combination of the disappointing US retail sales and small inventory build has encouraged a new bout of dollar selling. The world's biggest economy may have contracted close to 1% in Q1 and Q2 is off to a weak start.

Andrew Zatlin's picture

94% of homes received multiple offers in March, up from 88% last year (source: Redfin). Compare that to the national averages of 61%, down from 64% last year. 34% of homes go above asking price.

Urban Carmel's picture

Retail sales bears are at risk of making the same mistake that railroad volume bulls made in 2014. In 2014, the bullish view was that railroad volume was surging. This supported bulls' views that overall economic activity...

Chris Puplava's picture

Market participants are now making adjustments to their inflationary outlook, especially with the biggest global reflationary effort by central banks we've seen since 2008/2009 underway. Nearly every major developed nation is seeing a rising trend in inflation...

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