Market Focus: Economy
- Apr 22 Jim Rickards on the Death of Money, China, and Financial Warfare by Jim Rickards
- Apr 22 Turning Points by Thomas J Smith CFA
- Apr 22 Conference Board Leading Economic Index Increased in March by Doug Short
- Apr 22 No Spring Rebound for Existing Home Sales by Tim Iacono
- Apr 21 Market Beginning to Shift Inflation Expectations by Sober Look
- Apr 21 Japan Trade Deficit Largest in History; Imports Soar, Exports Barely Up by Michael Shedlock
- Apr 17 Does the U.S. Have the Highest Corporate Tax Rates in the World? by Matthew Kerkhoff
- Apr 17 We Again See Real Estate As Best Investment by Tim Iacono
- Apr 17 Reports Are Not Yet Confirming Slowdown Was All Weather Related by Sy Harding
- Apr 17 Big Four Economic Indicators See Strong Advance by Doug Short
- Apr 17 ECB Moving Closer to Unconventional Policy by Sober Look
- Apr 16 5 Reasons for a Q2 Decline in U.S. Interest Rates by John Kosar CMT
- Apr 16 Rise in Housing Starts Disappoint, Permits Fall by Tim Iacono
- Apr 16 Has Inflation in the U.S. Bottomed Out? by Sober Look
- Apr 16 U.S. to Foreign Officials: Stop Buying U.S. Treasuries by Marc Chandler
Marin Katusa: Is There Hope in the Uranium Sector?
Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research. Marin and Jim look at the struggling uranium sector, and Marin offers some reasons for optimism. He notes that a return to a bull market is waiting for Japan to restart its idle reactors. The high cost of electricity from other sources is damaging the Japanese economy, and...
Jim Puplava’s Big Picture: Mixed Messages – Crash, Correction or Recession?
In Jim’s first Big Picture topic this week, Jim and John look at the recent market correction and discusses if we are headed for trouble, and what is behind this year’s choppiness in the markets. Jim sees much of it due to Fed policy and discusses the market’s reaction to Janet Yellen, as the Fed continues to taper.
Jim Puplava’s Big Picture: Where the Credit Runs Through It
The first Big Picture topic this week is “Where the Credit Runs Through It”. Jim discusses how the LEI’s are turning up after a very cold winter, and how lower inflation is acting as an economic stimulus as the economy improves. He notes that the recovery is reaching a stage where credit is starting to move again, and he analyzes the ways in which credit growth will affect the economy going forward.
Frank Holmes: Real Interest Rates and Economic Growth Drive Gold Prices
Jim welcomes back Frank Holmes, CEO and chief investment officer of U.S. Global Investors, Inc. Frank has just returned from speaking at the Mines & Money Conference in Hong Kong and discusses his outlook with Jim. As to the price of gold, Frank sees economic growth and the direction of real interest rates as the key drivers.
- Austrian Money Supply
- Capacity Utilization
- Consumer Price Index
- Consumer Sentiment
- Disposable Personal Income
- Employment Costs
- Federal Debt Held by Foreigners
- Household Credit Market Debt
- Housing Starts
- Import Prices
- Personal Consumption
- Producer Price Index
- Purchasing Managers Index
- US GDP
- US GNP