Market Observations on the Economy

Chris Puplava's picture
Chris Puplava
03/02/2015 - 14:52
The S&P 500 had its first monthly close above 2100 in February, the Dow closed over 18,000 and the NASDAQ currently rests a mere 3% below its 2000 bubble peak of 5132.52. Why is the stock market heading higher when incoming economic data is...
FS Staff's picture
FS Staff
03/02/2015 - 13:18
The S&P 500 has been up double-digits for the past three years. Although we don't expect to see a recession or negative returns this year, right now we think stock prices have gotten ahead of fundamentals...
FS Staff's picture
FS Staff
02/24/2015 - 16:48
Steven Ricchiuto, Chief US Economist for Mizuho Securities, argues that we are in a fundamentally different economic environment than the last 35-40 years where deflation—and not inflation—is the now the main concern and raising rates may end up...
Clif Droke's picture
Clif Droke
02/19/2015 - 08:08
Since the start of February there has been a conspicuous change in investors’ perceptions of the foreseeable future. To begin with, the sudden reversal of investor fear can be seen in the chart of the iShares 20+ Year Treasury Bond ETF (TLT), a...
FS Staff's picture
FS Staff
02/18/2015 - 16:51
Last Saturday's market technician, Gary Dorsch, said gold has lost its luster as the best hedge against currency devaluation for one of the world's largest markets. Also, he thinks oil has found a long-term bottom in the $40-$50 range, but won't be...
Doug Short's picture
Doug Short
02/18/2015 - 08:32
The Big Four average in recent months suggests that, despite the rebound in GDP in Q2 and Q3, the economy remains near stall speed. The chart and table below illustrate the performance of the generic Big Four with an overlay...
Sober Look's picture
Sober Look
02/17/2015 - 08:27
The Greece-Eurozone dispute has received a great deal of attention in the media in recent weeks. It seems however that contradicting statements and polarized views - many tainted by various political agendas...
FS Staff's picture
FS Staff
02/12/2015 - 14:59
Financial Sense Newshour had the recent privilege to speak with Dr. Jim Walker, Founder and Managing Director of Asianomics Limited in Hong Kong. Dr. Walker discusses the macroeconomic outlook for Asia, specifically Japan and China, and says the...
FS Staff's picture
FS Staff
02/06/2015 - 17:17
Stratfor's Reva Bhalla explains how oil's 50%-plus decline has reconfigured the geopolitical chessboard between Russia and the West. She also addresses whether we should expect a repeat of the '98 Russian Ruble Crisis and the disruption it led to...
Cris Sheridan's picture
Cris Sheridan
02/03/2015 - 16:35
The big news over the past few days has been the spike in oil. This is the most constructive price-action we’ve seen in terms of a bottom so far, which will now be the big question going forward. Whether the dramatic fall in oil since last June is a...