Market Observations on the Economy

FS Staff's picture
FS Staff
06/22/2017 - 10:54
FS Staff – Louis-Vincent Gave, Founding Partner and Chief Executive Officer of Gavekal Research, says there are a number of tailwinds continuing to pushing stock markets higher, though, that story may be about to change, especially as we get...
Frank Barbera CMT's picture
Frank Barbera CMT
06/21/2017 - 10:59
By Frank Barbera – Other warning flags can be found in the realm of technical analysis where sentiment readings are among the most bullish values seen in a number of years. These suggest that there is room now for a contrary stance where excess...
Stratfor's picture
Stratfor
06/20/2017 - 08:20
By Stratfor – The first quarter of 2017 had the Dutch elections. The second had the French elections. The main political event in Europe during the third quarter will be general elections in Germany. But unlike the previous votes, the German...
FS Staff's picture
FS Staff
06/16/2017 - 15:30
By FS Staff – Imagine that you were given two choices for the next president. The first choice is a person from a different political party with a set of policies or beliefs that you strongly disagree with. The second choice is an AI designed by a...
FS Staff's picture
FS Staff
06/16/2017 - 15:30
By FS Staff – Jeroen Blokland notes that global liquidity is close to a tipping point with a chart from Morgan Stanley forecasting central bank assets as a percent of GDP peaking in the second half of 2018. This also lines up with Barry...
FS Staff's picture
FS Staff
06/13/2017 - 11:15
By FS Staff – US national debt currently stands at $19.9 trillion and, at the rate it's going, is set to surpass $20 trillion in 2017. Gary Shilling, publisher of the must-read Insight newsletter, said this is not a problem until we either see "a...
FS Staff's picture
FS Staff
06/12/2017 - 12:22
By FS Staff – The final turning point will likely take place once earnings growth peaks, coinciding with a protracted economic slowdown in the world's largest economy, which is why we decided to get an update from economic "superforecaster" Jim O'...
FS Staff's picture
FS Staff
06/08/2017 - 08:03
By FS Staff – For investors looking to gain exposure to the fast-growing robotics industry, there are very few pure-play companies, says Bill Studebaker of ROBO Global. For that reason, he and his team created an index to diversify among a wide...
FS Staff's picture
FS Staff
06/05/2017 - 13:38
By FS Staff – With the Federal Reserve’s balance sheet now standing at $4.5 trillion, many less optimistic observers and commenters have suggested that as the Fed eventually begins to unwind, we’ll face steep economic challenges and even a market...
Kurt Kallaus's picture
Kurt Kallaus
06/02/2017 - 14:13
By Kurt Kallaus – Consumer Credit Card default rates have “surged” to 4-year highs. Capital One reported its largest write off since 2011 due to credit card delinquencies. Discover Card loan loss provisions in the 1st quarter 2017 rose a whopping 38...

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