Market Observations on the Economy

FS Staff's picture
FS Staff
04/17/2015 - 17:42
Energy analyst Kurt Wulff of says the massive billion-dollar buyout of BG Group by Royal Dutch Shell is a sign that the energy industry believes we’ve seen a turn in oil; Michael Lewitt of The Credit Strategist says the bull market ends...
Andrew Zatlin's picture
Andrew Zatlin
04/16/2015 - 11:54
Vice spending is one of the most seldom used, but surprisingly accurate leading gauges of consumer strength and the economy. Everyone knows that when consumers have more money in hand, they spend it on fun and luxury goods.
FS Staff's picture
FS Staff
04/14/2015 - 16:01
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, provides his view on a large range of issues, including his expectation for the dollar to continue higher, the euro to fall below parity, timing of Fed rate hikes, direction...
FS Staff's picture
FS Staff
04/10/2015 - 16:24
Neil Dutta, Head of U.S. Economics at Renaissance Macro (who Zerohedge “called out” for being bullish in 2010), puts March’s weaker than expected employment results in context and says the U.S. economy is not slipping into a recession. He...
Cris Sheridan's picture
Cris Sheridan
04/08/2015 - 17:58
In an interview we posted yesterday, Michael “Mish” Shedlock of Global Economic Trend Analysis told listeners, “I think it’s possible the U.S. is in recession right now…or, at the very least, we are on the cusp of one.” Since bear markets and U.S....
Doug Short's picture
Doug Short
04/08/2015 - 13:26
We are clearly experiencing a structural change in employment, one that is a major drag on the overall economy. The fact this change was exacerbated by a business cycle downturn should not blind us to its structural nature...
Urban Carmel's picture
Urban Carmel
04/07/2015 - 09:43
Inflation has been decelerating in recent months and remains well below 2%. With oil prices collapsing, CPI dropped to -0.1% in February. Consensus expectations are that inflation will accelerate but it hasn't happened...
Chris Puplava's picture
Chris Puplava
03/27/2015 - 15:35
So far the bullish themes for this year are foreign equities and U.S. bonds with the continued surge in the USD. These themes are borne out when looking at flows into exchange traded funds (ETFs) by asset class and geographic focus.
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...
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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.