Market Focus: Storm Watch
- Mar 06 Renminbi Depreciation Poses Risk to Chinese Economy by Global Risk Insights
- Mar 04 Gold Price Drops 3/4 of “Ukraine Crisis” Jump as Russia Moves to Ease Tensions by Adrian Ash
- Mar 04 Ukraine: Three Views by John Mauldin
- Mar 03 Two Myths About the Ukrainian Conflict by Sober Look
- Mar 03 Pipeline to Turkey Intensifies Dispute Over Iraqi Oil by Global Risk Insights
- Mar 03 Emerging Market Banking Crises Are Next by James Gruber
- Mar 03 Will Emerging Markets Come Back? by Michael Pettis
- Feb 28 Ukraine’s Currency in Free Fall by Sober Look
- Feb 27 Natural Gas Inventories Are Headed Toward Zero by Robert Rapier
- Feb 26 California Drought Threatens to Destabilize Agriculture Markets by Global Risk Insights
Marc Chandler: Ukraine-Crimea Situation More Bluster and Hype Than Geopolitical Threat
Jim welcomes Marc Chandler, Author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc makes the point that Vladimir Putin is no more than a Russian Nationalist who was provoked into taking action on his border.
Rick Santelli: Expect Market Volatility This Year More Like 2012 – Risk-On / Risk-Off
Jim welcomes back Rick Santelli, On-Air Editor at CNBC. Rick and Jim discuss why Treasury yields have come down since the beginning of the year as traders have moved to a risk-off strategy. Rick notes that Janet Yellen will be data-dependent at the Fed, and that the economic data are weakening.
Dr. Peter Warburton: Disinflationary Trend Continuing - But Fed’s QE Policy Ultimately Leads to Higher Inflation
Jim welcomes back Dr. Peter Warburton, Director of Economic Perspectives Ltd in London. Peter still sees too much complacency about government deficits, but believes US consumers have benefited from two years of favorable supply shocks in food and energy.
Evelyn Browning Garriss: Wild Weather – Record Cold in Midwest and East; Historic Drought in California
Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Jim and Evelyn discuss the unprecedented frigid weather across the Midwest and East of the US, brought down from Canada by the now infamous Polar Vortex.
Market volatility and the breakdown of fundamental and technical indicators are only a few signs. There are others which are more subtle and not visible to the human eye—below the surface. They show up in bear-o-metric readings of the nation's money supply, credit expansion and the breakdown of corporate earnings. With all of these readings, we know that a storm is coming. The question is: "What kind will it be?"
—Jim Puplava, The Perfect Financial Storm Part 3