Greg Blotnick CFA's picture

For eight years now global central banks have been working to create inflation via quantitative easing – with little success in the US and outright deflation in Europe and Japan. Trump’s election has rekindled “animal spirits” amongst market participants due to multiple...

Urban Carmel's picture

The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. That said, there are some signs of weakness creeping into the data.

Ben Hunt PhD's picture

On December 30, the Washington Post published a story claiming that Russian hackers had “penetrated the US electric grid” through an “attack” on Burlington Electric, a Vermont utility. In a statement that night Vermont Gov...

Global Risk Insights's picture

When Donald Trump is inaugurated as President on January 20th, 2017, he faces a myriad of problems. Among the financial and economic dilemmas is the national debt. The nation’s debt has grown at a pace that economists...

Michael Pettis's picture

The very first on the list of executive actions that his administration would implement from “day one,” according to US President-elect Donald Trump in his November 21, 2016, video clip, involved a US retreat on trade...

Tom McClellan's picture

Just a week ago, China was facing a banking system crisis that necessitated an injection of 375 billion yuan ($53 billion) into the money market, and that was after the prior week’s injection of 250 billion yuan ($36 billion). But now, after Christmas has passed...

Marc Chandler's picture

Japan stands out with industrial production in Nov. rising 1.5%, which is the most it has raised in five months. It was a little less than expected, but the expectations for Dec. (2%) and Jan. (2.2%) are constructive.

Tom McClellan's picture

During the post-election stock market rally, there has been a huge push into ETFs, and especially into SPY. It is the largest of the ETFs tied to the SP500 Index. It is normal to see fluctuations over time, with total shares outstanding...

Doug Short's picture

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close as they get to identifying their method.

Patrick O'Hare's picture

2016 is coming to an end and it's doing so with a proverbial bang. It is remarkable really considering 2016 started with a proverbial bust. What lays ahead for certain is unknown to all, yet the capital markets sure do have some...

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