Nobody really believes the official narrative that the "recovery" is powering the remarkable strength of U.S. stocks, bonds and real estate. The real Main Street economy is quite obviously struggling, outside the energy and Federal government sectors, and so...
This Great Graphic comes from New York Federal Reserve via a tweet from NickatFP. On a quarterly basis, going back to the start of 2003, it shows the dollar level as well as the composition of U.S. household debt.
The Death of Money, Jim Rickards’ second book, has met with widespread acclaim. In it, Jim refines and develops multiple topics raised in his first book, Currency Wars, as well as adding some intriguing new material regarding the role of intelligence agencies in international financial and monetary affairs.
Dan Wantrobski at Janney Capital Markets says the long-term correlation between stocks, interest rates, and commodities shows we are now in a secular bull market for stocks. Is this possible given current valuation levels?
If you read most media reports on People's Bank of China's latest monetary policy direction, it would seem that the central bank has only been focused on some targeted stimulus initiatives.
Here are four “big picture” charts or indicators to help determine whether the markets and economy are topping out and ready to roll over. Although certain events can always take the markets by surprise and lead to a correction, in general, most major turning points...
Contrary to what the editors of The Economist and many mainstream economic analysts assert (but don’t verify), QE has not boosted the American economy by lowering corporate bond yields.