BCA Research's picture

Mr. X, BCA’ loyal client paid us his annual visit to discuss the economic and market outlook. He is suspicious of the optimism in the macro and market air, and grilled us on the disconnect between the post-US election euphoria...

Adrian Ash's picture

Gold prices dipped back below $1200 per ounce as London trading ended on Thursday, easing $7 per ounce from the new 7-week high hit overnight in Asian trade as commodities rose again but New York stock markets followed...

Marc Chandler's picture

Oil prices rallied yesterday following the EIA weekly data and are up further today. Despite the rise in US inventories (4.1 mln barrels) more than four times greater than expected, participants focused on other details.

FS Staff's picture

Because economic growth comes from productivity growth, Levinson stated, politicians are stuck making promises they can’t keep. “There’s no button on the desk you can push to give you faster productivity growth,” he said. “Most of the factors behind productivity...

Clif Droke's picture

Now that another New Year is upon us, it’s time to reflect on what the coming months might unfold. Normally when market analysts try their hand at predicting the year ahead it involves either wild guessing or linear extrapolation...

Josh Nunn's picture

The dust of an inimitable 2016 year seems to have finally settled. The holiday season served as a wonderful escape to the political reality we found ourselves in after Election Day back in November. But as the holiday fantasia comes to an...

Charles Hugh Smith's picture

So let's imagine a scenario in which tens of trillions of at-risk wealth suddenly seek an alternative--any alternative to staying in an asset class that's circling the drain. As my colleague Davefairtex observed recently, the paint isn't...

Stratfor's picture

More than trade figures, the kinds of goods the United States imports from China reveal the complexities of the two countries' trade relationship—and the challenges US President-elect Donald Trump will face in trying to change it.

David Kotok's picture

Hat Tip to Jeff Uscher of Japan Insider for the catch. Jeff notes that “As of September 2016, 27% of the Japanese population was aged 65 or older but ‘only’ 13% are aged 75 or older.” Jeff reminds us that “the standard of being considered...

Oil Price's picture

Rising rig counts and an uptick in drilling activity is leading to a rebound in employment in the oil and gas industry, according to recent data. Payrolls in the oil and gas sector in the United States rose for the month of November...

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