Michael Shedlock's picture

Until Wednesday, no country had ever sold 10-year debt that gives investors a yield of below 0%. And no country had ever issued a 100-year bond denominated in euros. But in the latest stark sign of how easy the era of easy money has become, Switzerland...

Global Risk Insights's picture

Regardless of the final outcome of Iran’s nuclear program negotiations, the coming months will see a continuing price war between OPEC producers and the shrinking US shale sector. It is highly unlikely that Iran will be allowed to start exporting its oil freely...

FS Staff's picture

The well-known “Godfather of Technical Analysis,” Ralph Acampora, says that stocks are experiencing a “stealth correction”. He also talks about the likelihood of another 15-25% correction in the context of a longer-term, secular bull market...

Andrew Zatlin's picture

When it comes to Initial Jobless Claims, labor is a leading - not a lagging - indicator. All business investment decisions, from capital to labor, are responses to business expectations of economic growth. So while hiring and firing certainly lag business...

Oil Price's picture

Misperception #1: Goldman Sachs knows what is going on. This is incorrect. Goldman Sachs should not be quoted extensively. Misperception #2: The “non-productive rigs” are the first to go. This statement is a little baffling because all drilling rigs are...

Cris Sheridan's picture

In an interview we posted yesterday, Michael “Mish” Shedlock of Global Economic Trend Analysis told listeners, “I think it’s possible the U.S. is in recession right now…or, at the very least, we are on the cusp of one.” Since bear markets and U.S. recessions...

Doug Short's picture

We are clearly experiencing a structural change in employment, one that is a major drag on the overall economy. The fact this change was exacerbated by a business cycle downturn should not blind us to its structural nature...

BCA Research's picture

Our Global Investment Strategy service recently published their Strategy Outlook for Q2 2015. The quarterly report highlights the following points: 1) The commodity supercycle is over. There is little reason for oil or most metals to rebound anytime soon...

Marc Chandler's picture

The ECB is a month into what it has signaled will be at least an eighteen month asset purchase program. It had begun buying asset-backed securities and covered bonds earlier, but starting last month began buying sovereign and supranational bonds...

Bob Eisenbeis's picture

Delivered only a week after the most recent FOMC meeting, Chair Yellen’s March 27 speech at a research conference, “The New Normal Monetary Policy,” held at the Federal Reserve Bank of San Francisco, was arguably a game changer in many respects...

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