Patrick O'Hare's picture

The fourth quarter earnings reporting period isn't over yet, but it is moving into the late innings with 71% of the S&P 500 having already reported their results. The returns thus far have been pretty much as expected. What that means is that the...

FS Staff's picture

“The crosscurrents that we were seeing in leading indicators — some going up, some going down — have resolved to (indicate) a growth cycle upturn,” Achuthan said. This is seen most clearly in their weekly leading index, noted Achuthan, which has very clearly given...

FS Staff's picture

"I've jokingly said that when it comes to the story with the Fed this year, it's that the Fed will raise rates in June and then Janet Yellen will be fired by Trump right after that. Her term is up in January 2018. What we've learned about Trump is what he says he means..."

FS Staff's picture

Given the surge in leading economic data, those awaiting an imminent recession or economic downturn in the U.S. may have a while longer to wait, said Kurt Kallus, author of Exec Spec and a frequent guest on our FS Insider podcast. Kallaus has made several correct calls...

FS Staff's picture

The thing that was really intriguing about the post-Trump breakout in the market was that it moved us out of an entire 2-year consolidation. If you think about it, 2015 and 2016 was like an extended sideways consolidation with the Dow trading between 16,000 and...

Michael Pettis's picture

Whether the US current account deficit is harmful or not to the US economy depends on the assumptions we make about capital scarcity. In a world awash with excess capital and insufficient demand, the US current account...

James J Puplava CFP's picture

While the short-term trend in stock prices appears to be higher and investors remain sanguine about the US stock market’s prospects, longer term trends look less promising and indeed worrisome. GMO’s seven-year returns for stocks here and abroad remain negative outside...

Alex Barrow's picture

You’re probably familiar with the story of how Soros and Druckenmiller “broke the Bank of England” in 92’. The two bet against the pound believing that it couldn’t maintain its peg to the Deutsche Mark in the European Exchange Rate...

Patrick O'Hare's picture

Bond king Bill Gross has suggested a break of 2.60% on the upside for the 10-year yield would mark the beginning of a secular bear bond market and would be "...the key to interest rate levels and perhaps stock price levels in 2017." The other bond king, Jeffrey Gundlach...

FS Staff's picture

The debate over the healthiness of the average American diet continues, and increasingly the science is pointing to a specific set of characteristics that make for good dietary choices. This time on Financial Sense, we spoke with Dr. David Katz, founding director of Yale...

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