Market Observations on the Economy

FS Staff's picture
FS Staff
03/24/2015 - 17:08
Felix Zulauf is the Founder and President of Zulauf Asset Management in Zug, Switzerland and has been a member of Barron’s Roundtable for over 20 years. In a wide-ranging discussion, Felix covers Fed policy, how dollar strength will lead to a global...
FS Staff's picture
FS Staff
03/23/2015 - 15:50
In case you’ve missed any of the 80+ shows or interviews we’ve done so far this year, here’s a list of our top 10 most popular podcasts from the Newshour page. 
FS Staff's picture
FS Staff
03/20/2015 - 16:30
Felix Zulauf sees a global crisis in 2016-2017 from a rising U.S. dollar, Eoin Treacy says a "wall of money" is hitting the stock market, Marin Katusa explains the metallurgy of money, and Jeff Saut sees the market doubling over the next decade.
Clif Droke's picture
Clif Droke
03/19/2015 - 08:02
Until the latest pullback on Wednesday, the U.S. dollar index had been on a rip-and-tear for most of this year. Earlier this week the dollar hit a new multi-year high as concerns over Europe and China have fueled foreign interest in U.S. assets.
Bill Fleckenstein's picture
Bill Fleckenstein
03/18/2015 - 13:37
The Fed downgraded its economic assessment and raised the bar as to what would cause it to tighten. Thus, versus expectations, in "beat-the-number" parlance, the Fed "missed and lowered." Given the world economy, they may never raise rates, but the...
BCA Research's picture
BCA Research
03/17/2015 - 10:05
Today, a discussion about to what extent dollar strength, that leads to EM stresses, will infect U.S. bourses. Our EM team has been warning for some time that sharply higher foreign-currency debt levels among...
Paul Kasriel's picture
Paul Kasriel
03/16/2015 - 11:50
Back on January 25, I penned a piece entitled “The Fed – Lucky or Smart?”. In that commentary I argued that the Fed was managing the supply of total thin-air credit, i.e., the sum of commercial bank credit and...
Matthew Kerkhoff's picture
Matthew Kerkhoff
03/10/2015 - 08:26
It's been almost a hundred and twenty years since Charles Dow first created the Dow Jones Industrial average, commonly referred to as the Dow. Over that time the Dow has undergone a substantial transformation and now...
FS Staff's picture
FS Staff
03/06/2015 - 17:30
Clif Droke talks about the bullish breakout in his New Economy Index; Ned Schmidt cites a ground-breaking research study on peak agriculture; Daniel Alpert explains why we're stuck in "secular stagnation"; and former World Bank specialist Richard...
Sy Harding's picture
Sy Harding
03/06/2015 - 14:02
Remain bullish because the bull market remains in place, with most indexes making new highs as recently as last week. Support levels continue to hold on short-term pullbacks, technical indicators remain on buy signals...