Urban Carmel's picture

The macro data from the past month continues to point to positive but sluggish growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. That said, data over the past month was on the weak end.

Doug Short's picture

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as...

Michael Pettis's picture

Foreign perceptions about the Chinese economy are far more volatile than the economy itself, and are spread across a fantastic array of forecasts. On one extreme there are still many who hold the view that overwhelmingly dominated...

Sober Look's picture

When appearing before their political masters, central bankers, invariably, urge them to adopt an expansionary fiscal policy. Ben Bernanke and now his successor, Janet Yellen, have pleaded with Congress to adopt a more stimulative fiscal policy...

Patrick O'Hare's picture

The Employment Situation Report is considered by many market participants to be the most influential economic release of them all. We can understand why given the message it provides on the most important driver there is for the economy: employment.

FS Staff's picture

Jim Bianco, president and founder of Bianco Research, says the traditional argument against holding gold—it has no yield—doesn’t hold water when $8 trillion of government debt around the globe is yielding negative. He also explains why he thinks oil is eventually...

Stratfor's picture

Just over a year ago, Chinese laboratories published the results of a controversial experiment, one that enabled the selective editing of genomes belonging to human embryos. A flurry of ethical debates and research on...

FS Staff's picture

"I think that this economic cycle is on track to potentially be a record-long economic cycle. I'm not seeing the characteristics, in my opinion, that are consistent with late-cycle economic developments and a couple of those characteristics are the following..."

BCA Research's picture

Asset volatilities tend to move in tandem and rarely deviate for prolonged periods. While commodity, equity and fixed income volatilities have subsided substantially since the mid-February mini riot point, foreign exchange volatility...

Ben Hunt PhD's picture

Edward Tufte is a personal and professional hero of mine. Professionally, he’s best known for his magisterial work in data visualization and data communication through such classics as The Visual Display of Quantitative...

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