Market Focus: Economy
Recent Editorials on Economy
- May 24 The Eurozone’s Economy Could Surprise to the Upside by Sober Look
- May 23 Chart of the Day: Existing Home Sales by Lance Roberts
- May 22 Breakout in Bond Yields Foreshadows Possible Economic Acceleration by Chris Puplava
- May 21 Atypical Global Recovery Underway by Dwaine van Vuuren
- May 21 The Dollar Is Going Up by Keith Weiner
- May 21 Executive Sweet? by Brian Pretti CFA
- May 21 Hot Money, Cold Credit by Steve Hanke
- May 21 Barry Bannister: Government Making Same Policy Mistakes of the 1930's by FS Staff
- May 20 The Fed in Focus This Week by Sheraz Mian
- May 20 All Japan, All the Time by John Mauldin
- May 20 Trade Policy and Economic Decline by JR Nyquist
- May 20 The Rotation Continues by Thomas J Smith CFA
- May 20 Financial Euphoria by Douglas Noland
- May 17 The Last of the 2008 Doomsday Scenarios Is Fading Away by Sy Harding
- May 16 What Inflation Means to You: Inside the Consumer Price Index by Doug Short
Recent Newshours on Economy
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Barry Bannister: The Biggest Risk to the Economy Is Government Policy, Not Fundamentals
May 23
Jim is pleased to welcome back Barry Bannister CFA, Managing Director at Stifel Nicolaus. Barry characterizes the first half of 2013 as recovery from a deflationary shock, with defensive stocks outperforming. He sees the second half of the year as a return of the “reflation trade”, with an emphasis on the energy, materials, industrials and technology sectors. Barry also discusses the many parallels between the depression-era policies of 1932-1937 and the current economic policies from 2009 -2013. He sees politicians repeating many of the same policy mistakes, and believes if the economy falters, it will be policy-driven, not from the economic fundamentals.
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Russell Napier: Emerging Markets Faltering, Foretelling Deflation Ahead
May 21
Jim welcomes back Russell Napier, Consultant with CLSA Asia-Pacific Markets. Russell makes the case that faltering economic growth in the emerging markets, weaker commodity prices, a falling yen and strengthening dollar are warning signs of a deflationary shock ahead. Russell believes that the rally in developed-world equities will not last much longer as emerging market growth slows. He is bearish on gold shorter term, but bullish longer-term as both structural and cyclical forces turn in gold’s favor. Russell sees the current falling gold price as a sign that the global reflation is failing and we are nearing a deflationary shock.
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Jim Puplava’s Big Picture: The Petro Business Cycle Equals The New Normal
May 18
In this segment of the Big Picture, Jim looks at how the price of oil has affected the economy and growth over the past three years, and how his concept of the Petro Business Cycle looks like it will be the “New Normal” in the years ahead. He also references recent interviews with oil experts Dr. Robert Hirsch and Dr. Oliver Inderwildi who concurred with his analysis on the Petro Business Cycle. Jim also answers your Q-calls in this segment of the program.
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Rick Santelli: Hold Onto Your Wallet - The Entitlement Society Now Being Adopted as US Economic Policy
May 17
Jim welcomes back Rick Santelli, On-Air Editor at CNBC and veteran trader and financial executive. Rick refers to current central bank policies as a world-wide “money fest”, given by the Central Banking Country Club. Rick sees the US adopting the “entitlement society” as current economic policy, which he asserts has never worked globally. He advises taxpayers to hold onto their wallets. Taxes will be going higher to pay for ever increasing government spending.
