Chris Puplava's picture

Given the recent sharp decline in the market, the overwhelming question from clients is whether this is the beginning of a new bear market similar to 2000-2002 or 2007-2009. Though I don’t think we are quite there yet, here is the big picture outlook as I see it with possible risks...

Bob Eisenbeis's picture

Despite the huge surge in market volatility the past three days and the tumultuous drop in US equities, these moves tell us nothing about the state of the US real economy. China is having its problems, largely...

Oil Price's picture

Emerging market currencies are getting slammed by the collapse in commodity prices, a downturn that has accelerated in recent weeks. The health of many middle-income and emerging market economies has...

FS Staff's picture

Many investors are wondering whether the recent move by the Chinese central bank is the start of a new currency war, signal of a coming banking crisis and market collapse, as some predict, or otherwise. Felix Zulauf and Marc Chandler weigh in on the subject...

Urban Carmel's picture

How have different asset classes in the past responded when the FOMC has raised rates for the first time? Commodities were the best performing asset; they boomed. The dollar sold off. Equities usually rallied into the decision, then sold off, and then rallied again. Treasury yields rose. The total return for high yield bonds was usually positive.

Global Risk Insights's picture

China’s decision to let the yuan depreciate last week came for a number of reasons, including being a needed boost for Chinese export industries. But there are two sides to every currency swing, as the following countries are...

Urban Carmel's picture

The apparent divergence between credit-risk, as seen in rising high-yield bond spreads, and equities is due primarily to the 60% drop in oil prices over the past year. There's been no remarkable rise in spreads outside...

FS Staff's picture

In last Saturday's Big Picture, Jim addresses several of the bears’ arguments and warns investors of the dangers of excessive pessimism. “I can get scared with the best of them,” says Jim, noting that economic conditions are far from ideal in many parts of the globe...

FS Staff's picture

Financial Sense recently caught up with Neil Howe, best-selling author, speaker, and the leading authority on generational cycles in America, to get an update on his famous book, The Fourth Turning, and his prediction that America has now entered a difficult period of time still to last for another decade.

FS Staff's picture

Global intelligence and advisory firm, Stratfor, recently released their outlook for the third quarter of 2015. From cyber warfare to economic instability, Financial Sense spoke with Stratfor’s Vice-President of Global Analysis, Reva Bahlla, about the top threats...

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