Market Focus: Economy
- Mar 07 Elevating Markets: A Signal of Reviving Bank Lending? by Alasdair Macleod
- Mar 07 China’s Credit Markets Under Pressure by Sober Look
- Mar 07 Payrolls Up 175K, Jobless Rate Climbs to 6.7% by Tim Iacono
- Mar 06 Renminbi Depreciation Poses Risk to Chinese Economy by Global Risk Insights
- Mar 06 The Dollar’s Long Term Decline by Axel G Merk
- Mar 06 A Lackluster Start to the Year by Tim Duy PhD
- Mar 05 What Needs to Happen Before We See a Big Recovery? by FF Wiley
- Mar 05 Anticipating Friday’s Employment Report by Doug Short
- Mar 05 Bitcoin Has Theory and History on Its Side by Detlev S Schlichter
- Mar 05 Money Managers Aren’t Paid to Forecast; They’re Paid to Adapt by Chris Puplava
- Mar 05 50% Profit Growth and Historical Realities by Lance Roberts
- Mar 04 Ukraine: Three Views by John Mauldin
- Mar 04 Fed Talk Shifts to Higher Rates by Tim Duy PhD
- Mar 03 Emerging Market Banking Crises Are Next by James Gruber
- Mar 03 The Evolution of the CPI by Matthew Kerkhoff
Axel Merk: The Fed Can’t Get Back to Normal – U.S. Can’t Afford Higher Interest Rates
Jim welcomes back Axel Merk, Founder and Portfolio Manager at Merk Investments LLC. Axel sees the biggest threat to the markets as a “successful” monetary policy that leads to growth, but also higher interest rates. He contends the US economy and government cannot afford...
Jim Puplava’s Big Picture: When Will Janet Blink?
Erik Townsend and Chris Puplava co-host this week in a special edition of the Big Picture. The first topic is “When will Janet Blink?”, refers to new Fed Chair Janet Yellen, and if she will stay the course in taking the Fed’s tapering program back to zero stimulus. Erik contends that it’s impossible to trade or invest using conventional wisdom in this environment, and...
Howard Davidowitz: Retail Is Getting Amazoned!
Jim welcomes back Howard Davidowitz, Chairman of Davidowitz & Associates, Inc., a highly respected retail industry consulting and investment banking firm founded in 1981. Howard and Jim discuss the revolutionary effect that Amazon is having on the retail sector.
Rick Santelli: Expect Market Volatility This Year More Like 2012 – Risk-On / Risk-Off
Jim welcomes back Rick Santelli, On-Air Editor at CNBC. Rick and Jim discuss why Treasury yields have come down since the beginning of the year as traders have moved to a risk-off strategy. Rick notes that Janet Yellen will be data-dependent at the Fed, and that the economic data are weakening.
- 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