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...

Oil Price's picture

Elon Musk certainly has a streak of PT Barnum in him. On May 6 the widely known and frequently controversial boss of Tesla Motors introduced the company’s latest product that could upend energy markets: stationary batteries.

Global Risk Insights's picture

The upcoming changes in US monetary policy will have strong effects on aggregate demand, investments and public spending worldwide. On August 9, 2007, BNP Paribas, France’s largest bank, announced...

Doug Short's picture

The Advance Retail Sales Report released this morning shows that sales in April came in flat month-over-month, a situation that was enabled by an upward March revision from 0.9% to 1.1%. Core Retail Sales (ex Autos) came...

Michael Shedlock's picture

The shockingly bad fiscal health of Chicago just got a lot worse. Not only were Chicago Teachers "Insulted by a 7% Pay Cut Offer", the Illinois Supreme Court ruled Illinois' 2013 pension reform is unconstitutional.