Market Observations on the Economy

Christopher Quigley's picture
Christopher Quigley
09/26/2016 - 11:08
Since May 2007 Deutsche Bank shares have dropped from 150 US Dollars to around 12 US Dollars as we speak. Suddenly “the wires” are going viral with updates on the catastrophic state of the bank’s balance sheet. Here is what Kenny...
Daniel Amerman CFA's picture
Daniel Amerman CFA
09/23/2016 - 10:45
The California Public Employees Retirement System is the largest public pension in the United States. It is considered to be the bellwether for pensions nationwide, and among the most sophisticated of long-term investors.
Tom McClellan's picture
Tom McClellan
09/22/2016 - 08:04
We have an unblemished 21-year track record of predicting what the Fed should do, with 100% accuracy. What the FOMC actually does is often different from what it should do. As of the Sep. 21 FOMC meeting announcement...
FS Staff's picture
FS Staff
09/21/2016 - 16:22
Those of us with a deep interest in economics and financial issues often try to peer into the future and speculate about what’s to come. Sometimes, this exercise is meant to produce tangible investment advice, but other times, we’re...
FS Staff's picture
FS Staff
09/20/2016 - 16:21
We try our best to stay away from sensationalism here at Financial Sense but this chart speaks for itself. Medical care costs have skyrocketed this year and are now at the highest annual growth rates since 2007, just prior to the last recession...
ValueWalk's picture
ValueWalk
09/20/2016 - 08:27
When Jim Chanos called China Dubai times 1000 in 2010, many chuckled – now that opinion has slowly become the consensus or at least a matter of serious debate. What is perhaps most interesting about Nomura’s September...
Sober Look's picture
Sober Look
09/19/2016 - 09:10
When the Federal Reserve's Open Market Committee (FOMC) meets this week, there will be pressure from various quarters to raise the federal funds rate. Jamie Dimon, chairman of JP Morgan, has stated blankly “Let’s just raise rates."
Ben Hunt PhD's picture
Ben Hunt PhD
09/16/2016 - 13:22
The central idea of "Essence of Decision" is this: the dominant academic theory to explain the world’s events is a high-level, rational expectations model based on formal economics, a theory that ignores the impact of bureaucratic imperatives and...
FS Staff's picture
FS Staff
09/16/2016 - 09:16
Traditionally, the months of August and September have not been kind to the stock market. So far, however, we're not seeing that pattern play out and Craig Johnson, Managing Director and Senior Technical Research Analyst at Piper Jaffray, thinks...
FS Staff's picture
FS Staff
09/15/2016 - 16:46
After a weak July, US retail sales surprised to the downside in August. Most economists missed it except for our recent guest, Andrew Zatlin, head of Moneyball Economics, who consistently beats the consensus on widely-watched economic benchmarks...

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