FS Staff's picture

As Brian Schaitkin at the Conference Board noted, it does appear that the "growth trend of the American economy seems on a path of dropping off significantly from its assumed 2% growth trend." We can see this by looking at the year-over-year change in the Conference Board's...

FS Staff's picture

In a desperate search for yield, central banks, sovereign wealth funds, and public pension funds have been investing in corporate debt and equities on a scale we have never seen before, the OMFIF’s David Marsh told us in a prior interview regarding their comprehensive...

FS Staff's picture

In his most recent interview with Financial Sense, Armstrong covered a lot of ground, projecting a Trump win over Hillary, an eventual collapse of the euro, global monetary reform between 2018-2020, and, perhaps the most controversial, a “phase transition” in the stock market...

Chris Puplava's picture

Soft helicopter money in Japan, relaxed austerity in Europe, expanded monetary stimulus by the Bank of England in reaction to the Brexit vote, and a US Fed on hold has propelled US markets to record highs. With the S&P 500 moving well past 2,100 and the Dow Jones Industrial...

Danielle Park's picture

Still stinging from the blame and lawsuits directed its way in the 2008 crisis, S&P Global Ratings is trying to get out in front of the default tsunami now rising in corporate debt markets around the world. Already north of $50 trillion in 2015, corporate debt globally is expected...

FS Staff's picture

Gold is back in a new bull market as governments around the globe have moved to a new stage of desperation by toying with the idea of "helicopter money," Incrementum's Ronald Stoeferle told Financial Sense in today's podcast. Stoeferle co-authors the widely read...

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As shown by the chart below, global corporate defaults have spiked to their highest levels since the Great Recession even as stocks hit new record all-time highs. Edward Altman, one of the world's leading authorities on high yield, distressed debt, and credit risk analysis, warns...

Sober Look's picture

Ever since the 2008 financial crisis, there has been a persistent shortage of high-quality government debt. More than just a safe haven in times of financial stress—the so-called 'flight to quality'—the supply of high-quality sovereign debt has been steadily shrinking. This shortage became acutely apparent with the results...

FS Staff's picture

After a brief plunge following the Brexit vote, the S&P 500 is now up an astonishing 8% in less than two weeks as markets now anticipate a greater amount of fiscal and monetary stimulus. Noting that the stock market bubble, as he called it, could go on for much longer...

FS Staff's picture

Given the large disconnect between earnings and stocks at present, David Rosenberg, Chief Economist and Strategist at Gluskin Sheff, tells Financial Sense in today’s podcast “if you're buying this market right now you ipso facto have a view that earnings are going to rebound...

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