Market Observations on the Markets

FS Staff's picture
FS Staff
05/23/2016 - 18:26
New data on delinquency rates for commercial and industrial loans for the first quarter of 2016 has just been released and shows a surge heading into this year, after steadily rising throughout 2015. Based on forward-looking data, delinquencies may...
BCA Research's picture
BCA Research
05/23/2016 - 08:44
The unintended consequences from the continued altering of the capital structure of firms, by issuing debt and retiring equity at a time when operating cash flow growth is showing signs of fatigue is disconcerting.
FS Staff's picture
FS Staff
05/20/2016 - 10:55
In a recent interview with Financial Sense, retail expert Howard Davidowitz called the widely-read report "absolutely crazy, because there’s no way those chains can return to their former numbers.” The massive store closings underway right now and...
FS Staff's picture
FS Staff
05/19/2016 - 13:24
After an almost sixty-year long debt binge, expectations for above average economic growth or double-digit investment returns in the stock market aren’t realistic. Jim Puplava, Chief Investment Strategist at PFS Group and founder of Financial Sense...
FS Staff's picture
FS Staff
05/17/2016 - 16:46
Real Time Macroeconomics aggregates "economically intuitive online data using computer code to create indicators that are helpful to economists, policymakers, and financial market participants." One such indicator they provide is New US Monthly Job...
FS Staff's picture
FS Staff
05/17/2016 - 14:07
"We're starting to see some heaviness and breaking down in some of the more aggressive names and I don't think that bodes well," Ralph Acampora told Financial Sense Newshour this Saturday. A strong and defensive rotation into the utility sector, a...
Andrew Zatlin's picture
Andrew Zatlin
05/17/2016 - 08:07
For most American households, everything is fine. But for more and more households, things are not so good. The industrial sector’s recession has spread and it’s getting more impactful. That’s one leak. Another is that income growth is slowing.
Oil Price's picture
Oil Price
05/16/2016 - 09:56
Thirty-one years after Michael Jordan was named Rookie of the Year in the NBA, and supply outages are ensuring that a rally is a slam dunk for oil today. Here are seven things to consider in the crude complex...
FS Staff's picture
FS Staff
05/13/2016 - 11:31
Global liquidity conditions, as measured by BofA Merrill Lynch's Global Liquidity Tracker (GLT), continue to rest in negative territory and currently appear to be heading lower. The overall message coming from this data is that global liquidity...
FS Staff's picture
FS Staff
05/12/2016 - 09:27
The largest economic boom in the history of the world is now hitting a brick wall, says Richard Duncan, well-known author, market strategist, and publisher of the widely-watched video newsletter Macro Watch. “Non-performing loans are skyrocketing......

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