FS Staff's picture

Energy analyst Kurt Wulff of McDep.com says the massive billion-dollar buyout of BG Group by Royal Dutch Shell is a sign that the energy industry believes we’ve seen a turn in oil; Michael Lewitt of The Credit Strategist says the bull market ends when...

Andrew Zatlin's picture

Vice spending is one of the most seldom used, but surprisingly accurate leading gauges of consumer strength and the economy. Everyone knows that when consumers have more money in hand, they spend it on fun and luxury goods.

Cris Sheridan's picture

Here’s a very long-term chart of gold and the dollar going back to 1980 with the correlation between the two shown beneath. As with most inter-market relationships, the correlation is not fixed but changes over time, which is probably why there’s so much confusion...

FS Staff's picture

Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, provides his view on a large range of issues, including his expectation for the dollar to continue higher, the euro to fall below parity, timing of Fed rate hikes, direction of the U.S. economy...

FS Staff's picture

Neil Dutta, Head of U.S. Economics at Renaissance Macro (who Zerohedge “called out” for being bullish in 2010), puts March’s weaker than expected employment results in context and says the U.S. economy is not slipping into a recession. He explains...

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...

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...

Urban Carmel's picture

Inflation has been decelerating in recent months and remains well below 2%. With oil prices collapsing, CPI dropped to -0.1% in February. Consensus expectations are that inflation will accelerate but it hasn't happened...

FS Staff's picture

Tom is still bullish on U.S. stocks and sees valuations continuing to stretch further. He also notes that oil has just gone through a post bubble-like collapse and will remain low for at least another year or more. On gold, Tom says that large commercial traders...

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