FS Staff's picture

Financial Sense recently had the pleasure of speaking with George Friedman, internationally recognized geopolitical forecaster and best-selling author, to get an update on escalating problems in Europe. George says Greece was not an outlier, but merely a precursor...

Ben Hunt PhD's picture

The susceptibility of credit spreads to systemic risk(s) that I was describing last month was borne out last week. Protection on the ITRAXX senior European financial debt index widened by over 45 bps from 92 bps at the close of January to 137 bps at the close on February 8...

FS Staff's picture

Longtime listeners of the show will know that Gary's comments are always worth paying attention to, which is why we were especially interested to hear if he was still sticking to his forecast made last year for oil to eventually reach as low as $10 to $20 a barrel. Here's what he said...

Chris Puplava's picture

With credit default swaps spiking in recent weeks among a wide number of major financial institutions—most notably Germany's largest bank, Deutsche Bank—it's time to take a look at the overall credit markets for signs of contagion/crisis. Here are some of the things we are monitoring...

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...

FS Staff's picture

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.

FS Staff's picture

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...

FS Staff's picture

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...

Quantcast