Financial Sense Newshour for Storm Watch
Update on Greece With Frances Coppola
Jun 26 – Greece, like so many other nations and governments after the 2008 financial crisis, received a series of large bailouts as its economy sank into disarray. Now, years later, Greece’s creditors are asking for those loans to be paid back...
Jim Puplava’s Big Picture: The Fed’s High Wire Act – Crisis or Goldilocks?
Jun 20 – Jim’s first topic on the Big Picture this week is “The Fed’s High Wire Act – Crisis or Goldilocks?” The Fed has lowered their economic forecast again from the beginning of the year, and we now live in a “data dependent” world.
Technician Tom McClellan: Market in Final Stages of a Topping Process – Look for Big Decline This Fall
Jun 20 – Jim welcomes Tom McClellan, Editor of McClellan Financial Publications. Tom notes a number of cross currents and conflicting messages in the markets, and his work indicates a market top in August of this year.
Martin Armstrong: Bear Market in Bonds May Lead to “Phase Transition” in Stocks
Jun 18 – Martin Armstrong, founder of ArmstrongEconomics.com, says there’s a massive bubble in the bond market, which, when rates start to rise, may lead to a massive concentration of capital into US stocks. Martin explains how...
Brian Pretti: The Unintended Consequences of QE – Bonds No Longer a Safe Haven
Jun 16 – Years of quantitative easing by central banks may finally be causing a few cracks in the foundation of the global financial system. Jim welcomes Brian Pretti CFA, Managing Editor of ContraryInvestor.com.
Jim Puplava’s Big Picture: What Happens When The Fed Raises Rates?
Jun 13 – In Jim’s first Big Picture topic this week, “What Happens When The Fed Raises Rates?”, Jim covers the volatile increase in global bond yields since May, and how many investors, focusing on the stock market, may have missed...
Ben Hunt on Information Theory, Bonds, and the Entropic Ending
Jun 10 – Signals are everywhere, but sometimes it's just noise. For example, many big names in the investment world are pointing to recent large swings in the bond market as a signal of future financial instability. Cris Sheridan welcomes...
Charles Hugh Smith: Rising Healthcare Costs May Spark Recession
Jun 4 – US healthcare costs are now close to 20% of our entire economy and are climbing steadily. Cris welcomes Charles Hugh Smith, writer of the Of Two Minds blog, who discusses why healthcare costs are out of control, why Obamacare...
Jim Puplava’s Big Picture: San Andreas – Financial Fault Lines in the Bond Market
May 30 – Jim’s Big Picture topic is about a big issue, the bond market, and the potential San Andreas-size financial fault lines that could strike the bond market with little or no warning. Jim explores the lack of liquidity in the bond market, and notes...
Evelyn Garriss: North American Weather Being Shaped by El Niño, Volcanic Eruptions and the Hot Atlantic
May 28 – What does a “peek-a-boo” El Niño pattern, an “atmospheric river” in Texas and a volcanic eruption in Iceland have in common? They are all affecting the weather, and thus agricultural production, in North America.
Don Coxe: Bond Bull Coming to an End – Bonds Now a Center of Risk
May 22 - Jim welcomes back Donald Coxe, Chairman of Coxe Advisors. Don called the dawn of the bull market in bonds in 1981. Now 34 years later, Don sees the bull market ending as it enters a final mania phase, which will be...
Jim Puplava’s Big Picture: Reflation – Ready or Not
May 16 – Jim’s first topic on the Big Picture this week is “Relation – Ready or Not”. Jim discusses the weak economic growth so far in the first half of 2015. He also explains why he thinks the deflationary trend is coming to an end, and why we may be moving toward a reflationary global environment in the second half of the year.
James Bianco: Bond Market Sell-Off Not a Fundamental Event – Profound Implications for Equity Markets
May 14 – Cris Sheridan welcomes James Bianco, President of Bianco Research, LLC. Jim believes the recent bond market sell-off is being driven by positioning and a lack of liquidity, not by fundamental forces.
Data and Goliath: The Hidden Battles to Capture Your Data and Control Your World
May 8 – Cris Sheridan welcomes Bruce Schneier, Chief Technology Officer at Resilient Systems and author of Data and Goliath: The Hidden Battles to Collect Your Data and Control Your World. Bruce writes “we are living in the golden age of surveillance” where...
Geopolitical Update With Stratfor’s Reva Bhalla: Greece Faces Real Crisis in July
May 6 – Cris Sheridan welcomes Reva Bhalla, VP of Global Analysis at Stratfor, to discuss some of the main geopolitical issues facing investors in the coming months with Greece, China, negotiations between the US and Iran, as well as...
Conference Board’s Ken Goldstein: Perfect Storm Needed to Derail US Economy
May 1 – Cris Sheridan welcomes Ken Goldstein, an economist at The Conference Board. The Conference Board’s Leading Economic Index for the US is followed by many market strategists around the globe given its value in...
Jim O'Sullivan: Low Risk of US Recession for the Next 12 Months
Apr 29 – Cris Sheridan welcomes Jim O’Sullivan, Chief U.S. Economist at High Frequency Economics. The US economy has run into a wall in the first quarter in recent years, and it happened again this year. Will the US economy...
Robin Griffiths: Potential Second Half Breakout, But US Markets Moving Into Bubble Territory
Apr 25 – Jim welcomes Robin Griffiths, Chief Technical Strategist at ECU Group in London. Robin’s work tells him that the US market is expensive, but not yet ready to move into a bear market. He notes the potential for a second half breakout, but as this is the third...
Jim Puplava’s Big Picture: Financial Repression – Part II
Apr 25 – Jim’s first Big Picture topic this week is “Financial Repression – Part II”. The world is awash in an ocean of liquidity. And even though the Fed may, or may not, tighten this year, the rest of the developed world is printing money at a frantic pace...
James Kostohryz on the Top Ten Market Risks Facing Investors This Year
Apr 23 – In this highly in-depth interview with Cris Sheridan, global investment strategist James Kostohryz outlines the top ten market risks facing investors, starting from whether the world’s largest economy is facing...
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