FS Staff's picture

The percent of banks tightening on loans to small businesses leads nonfarm payrolls by about 6 months. In the chart above we’ve advanced the percent of banks tightening forward by that amount to show the extremely high correlation between these two indicators overtime...

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Wednesday’s drop in the US service sector to the lowest level in two years took many economists by surprise, leading to a sell-off in the dollar and a boost to gold and commodities, as expectations for further rate hikes this year diminished. Lakshman Achuthan...

Charles Hugh Smith's picture

What the central banks cannot do is create productive places to invest the credit they've generated in such excess, or force qualified borrowers to swallow more unproductive debt. One way to lose a war is to focus on preparing to fight the last war.

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Most major global equity markets are now in a downtrend, Jonathan Krinsky told listeners on Saturday, and investors should be careful of jumping in too soon in search of a bottom. Krinsky also notes that the uptrend in the dollar remains intact and he expects the downward...

Cris Sheridan's picture

Given fears expressed by a number of major strategists on our show that the Fed made a policy mistake by waiting too long to hike rates, BofA Merrill Lynch's Global Liquidity Tracker is going to be a very interesting chart to keep an eye on. In the past two economic cycles...

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If you want to know what's spooking the market and why some big names are quite concerned about global financial stability, Worth Wray, Chief Economist at Evergreen Gavekal, recently explained the entire situation in a very timely and important interview...

FS Staff's picture

Can cycles be used to time the market? Financial Sense recently caught up with Eric Hadik, editor and publisher of INSIIDE Track Trading, to get his outlook on stocks, oil, gold, and more. In 2014, Eric accurately predicted the US dollar would see a strong and sustained rally...

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After one of the worst starts of the year on record, Financial Sense spoke with Jim Bianco of Bianco Research to get his outlook on the stock market, oil, China, Fed policy and more. Jim notes record capital outflows in China, why the Fed is likely to reverse course, and...

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In a recent interview with Financial Sense, Renaissance Macro's Neil Dutta made his case for a slightly optimistic outlook on the US economy in 2016. Pushing back against concerns that problems in the manufacturing sector are the beginnings of a recession...

Kurt Kallaus's picture

Since North American petroleum production spawned an oil bear market in 2014, energy prices have had a commanding influence on stock prices. As US stock prices repeatedly retested their previous highs last July and again in late December 2015...

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