FS Staff's picture

March 2019 is the current target date for the next US recession, says a machine-learning "forecasting engine" developed by San Diego-based Intensity Corporation. Intensity boasts a number of very large tech firms as clients—Apple, IBM, Microsoft, and others...

FS Staff's picture

China's first quarter economic data came in above expectations and many are raising their growth outlook on the world's second largest economy. Looking under the surface, however, Leland Miller at China Beige Book told FS Insider that China's positive growth...

FS Staff's picture

In direct contrast to the "euphoria days" of 2011, most investors have now turned bearish on gold after experiencing a multi-year bear market. Contrarian investors—who generally invest against the consensus or the crowd—argue that's a good sign and believe...

FS Staff's picture

Most major averages have been trending sideways, with one standout, the Nasdaq, led by tech stocks. This time on Financial Sense, we spoke with Art Hill of StockCharts.com about his views on what the charts are telling us, and what he thinks we should expect this year.

FS Staff's picture

Gold and silver have been getting slammed for weeks but Jeff Christian, one of the world's leading precious metals analysts, thinks this is more of a short-term reaction to subsiding geopolitical fears and reiterates his long-term bullish outlook based on a number of fundamental drivers.

Kurt Kallaus's picture

Copper and oil are important barometers of economic direction. The weather vane for copper’s direction isn’t as much supply, but demand. Chinese industrial activity and the commitment of traders are important demand side tells to observe.

FS Staff's picture

Recent tariffs, talks of bans, and import restrictions have led many to believe that Trump is going to disrupt global trade as the US increasingly takes a protectionist stance. Even on foreign policy, there are fears that, despite his openness to speak with North Korea's Kim Jong Un...

Urban Carmel's picture

he 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. One concern in recent months had been housing, but revised data shows...

ValueWalk's picture

In a world where US political risk appears to be rising and nuclear threats with North Korea come amid persistent tensions in the Middle East and with Russia, worldwide market volatility appears to have blinders on. A Bank of America Merrill...

FS Staff's picture

When it comes to investing, there are a number of different strategies we might use. In our most recent Big Picture podcast (where we also spoke with Louis-Vincent Gave out of Hong Kong on his macro outlook), Jim Puplava and John Loeffler reviewed three strategies...

Quantcast