Market Focus: Global/International
- Apr 16 U.S. to Foreign Officials: Stop Buying U.S. Treasuries by Marc Chandler
- Apr 16 5 Reasons for a Q2 Decline in U.S. Interest Rates by John Kosar CMT
- Apr 11 No End to Central Bank Meddling as ECB Embraces ‘Quantitative Easing’, Faulty Logic by Detlev S Schlichter
- Apr 11 EU Takes Steps Toward Energy Independence From Russia by Global Risk Insights
- Apr 09 How Will Gold Respond to Global Deflation? by Clif Droke
- Apr 09 India’s Nuclear Energy Future at Risk in Elections by Global Risk Insights
- Apr 08 Whatever It Takes 2.0? by Axel G Merk
- Apr 08 U.S. Treasury Warns China Over Yuan Depreciation; Treasury Hypocrites; What If? by Michael Shedlock
- Apr 07 Is Inflation Next? by James Gruber
- Apr 07 China’s Internet Banking Faces Tightened Regulations by Global Risk Insights
- Apr 07 Disinflationary Pressures Beyond the Euro Area by Sober Look
- Apr 03 Why Was China Carrying Gold? by Keith Weiner
- Apr 03 A Look at the 4-Year Presidential Cycle by Clif Droke
- Apr 01 Mixed Data Leaves Dollar of Two Minds by Marc Chandler
- Apr 01 What to Do With Chinese Stocks? by BCA Research
Marin Katusa: Is There Hope in the Uranium Sector?
Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research. Marin and Jim look at the struggling uranium sector, and Marin offers some reasons for optimism. He notes that a return to a bull market is waiting for Japan to restart its idle reactors. The high cost of electricity from other sources is damaging the Japanese economy, and...
Jim Puplava’s Big Picture: Where the Credit Runs Through It
The first Big Picture topic this week is “Where the Credit Runs Through It”. Jim discusses how the LEI’s are turning up after a very cold winter, and how lower inflation is acting as an economic stimulus as the economy improves. He notes that the recovery is reaching a stage where credit is starting to move again, and he analyzes the ways in which credit growth will affect the economy going forward.
Jim Puplava’s Big Picture: As Good As It Gets – And It’s Getting Better
Jim’s first Big Picture topic this week focuses on the on-again, off-again nature of the economic recovery, what has caused it, and what Jim sees ahead for this year. He notes the gridlock in Washington as a positive for the economy, as well as lower commodity prices, and greater business investment, among other factors.
James Bianco: The Best of Times; The Worst of Times
Jim is pleased to welcome back James A. Bianco, President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate. Jim sees crosscurrents affecting the economy and the markets currently. He believes the weather had an effect on the economy in the first quarter, and activity should rebound in Q2.
"In the early 1840s editor Horace Greeley encouraged his readers to go West. Today I encourage our readers consider the East in the 21st century." – Jim Puplava