Market Observations on the Economy

Bill Witherell's picture
Bill Witherell
12/05/2016 - 10:34
On Sunday, Italian voters rejected by a wide margin a constitutional reform put forward by Prime Minister Matteo Renzi. The result plunges Italy into a likely period of extended uncertainty and seriously threatens financial stability.
FS Staff's picture
FS Staff
12/02/2016 - 16:17
The debate raging in the media about faulty election — and economic — forecasts has reached a fever pitch. Everyone wants to know, why were so many “experts” wrong. This time on FS Insider, we spoke with Andrew Zatlin with Moneyball Economics...
FS Staff's picture
FS Staff
12/01/2016 - 11:12
What a month it has been...but before I continue, let’s set a few things straight. One, whether you consider yourself a Democrat, Republican or Independent, let’s all agree that Mr. Trump needs to get rid of his Twitter account. And second, let’s...
Doug Short's picture
Doug Short
12/01/2016 - 09:58
The New York Stock Exchange publishes end-of-month data for margin debt on the NYX data website, where we can also find historical data back to 1959. Let's examine the numbers and study the relationship between margin debt...
FS Staff's picture
FS Staff
11/23/2016 - 15:03
When we spoke to leading macro analyst Jim Bianco of Bianco Research months before the election, he thought the odds of a Trump win were much higher than most expected and that, like Brexit, it would probably end up being bullish, not bearish, for...
Stratfor's picture
11/23/2016 - 08:31
Sluggish construction growth and skyrocketing debt, coupled with sharp reductions in debt maturity periods, could cause corporate defaults and bankruptcies to spike next year, testing Beijing's legal and institutional abilities to cope with them....
Paul Kasriel's picture
Paul Kasriel
11/21/2016 - 10:14
There may be rational reasons why the U.S. equity markets rallied in the wake of Donald Trump’s presidential election victory. But an expectation of faster U.S. economic growth due to a more “stimulative” fiscal policy is not one of them unless the...
FS Staff's picture
FS Staff
11/18/2016 - 14:54
If we assume that the Conference Board US LEI continues to weaken from its current 1.1% year-over-year growth rate, historically speaking the average time it takes before we see a recession is 9 months, which would put us on track for August 2017,...
FS Staff's picture
FS Staff
11/17/2016 - 10:53
Global authorities are already planning for the next major crisis and, depending on its severity, are likely to respond with bail-ins, confiscations of wealth, and a new global currency backed by the IMF, says Jim Rickards in his new book, The Road...
Chris Puplava's picture
Chris Puplava
11/15/2016 - 09:26
What does a Trump Presidency mean for the economy and the markets, and does it alter our defensive posture? The short answer is no, and here's why. Trump has made it clear that he wants to lower taxes, roll back suffocating...