Market Observations on the Markets

FS Staff's picture
FS Staff
07/28/2016 - 16:22
In a desperate search for yield, central banks, sovereign wealth funds, and public pension funds have been investing in corporate debt and equities on a scale we have never seen before, the OMFIF’s David Marsh told us in a prior interview regarding...
FS Staff's picture
FS Staff
07/25/2016 - 16:58
In his most recent interview with Financial Sense, Armstrong covered a lot of ground, projecting a Trump win over Hillary, an eventual collapse of the euro, global monetary reform between 2018-2020, and, perhaps the most controversial, a “phase...
Chris Puplava's picture
Chris Puplava
07/22/2016 - 10:56
Soft helicopter money in Japan, relaxed austerity in Europe, expanded monetary stimulus by the Bank of England in reaction to the Brexit vote, and a US Fed on hold has propelled US markets to record highs. With the S&P 500 moving well past 2,100...
Danielle Park's picture
Danielle Park
07/21/2016 - 08:57
Still stinging from the blame and lawsuits directed its way in the 2008 crisis, S&P Global Ratings is trying to get out in front of the default tsunami now rising in corporate debt markets around the world. Already north of $50 trillion in...
FS Staff's picture
FS Staff
07/20/2016 - 16:10
Gold is back in a new bull market as governments around the globe have moved to a new stage of desperation by toying with the idea of "helicopter money," Incrementum's Ronald Stoeferle told Financial Sense in today's podcast. Stoeferle co-authors...
FS Staff's picture
FS Staff
07/18/2016 - 16:35
As shown by the chart below, global corporate defaults have spiked to their highest levels since the Great Recession even as stocks hit new record all-time highs. Edward Altman, one of the world's leading authorities on high yield, distressed debt,...
Sober Look's picture
Sober Look
07/18/2016 - 08:19
Ever since the 2008 financial crisis, there has been a persistent shortage of high-quality government debt. More than just a safe haven in times of financial stress—the so-called 'flight to quality'—the supply of high-quality sovereign debt has been...
FS Staff's picture
FS Staff
07/14/2016 - 15:53
After a brief plunge following the Brexit vote, the S&P 500 is now up an astonishing 8% in less than two weeks as markets now anticipate a greater amount of fiscal and monetary stimulus. Noting that the stock market bubble, as he called it,...
FS Staff's picture
FS Staff
07/13/2016 - 09:54
Given the large disconnect between earnings and stocks at present, David Rosenberg, Chief Economist and Strategist at Gluskin Sheff, tells Financial Sense in today’s podcast “if you're buying this market right now you ipso facto have a view that...
FS Staff's picture
FS Staff
07/12/2016 - 09:47
The stock market is making fresh all-time highs, but conditions this time around are unique, as Jonathan Krinsky, chief market technician at MKM Partners explained to Financial Sense in our recent Technician podcast. Bond yields are flirting with...

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