Financial Sense

A Powell-Wow at the FOMC
Patrick O'Hare's picture

By Patrick O'Hare – You have to hand it to Fed Chairman Powell. He orchestrated unanimity among Federal Open Market Committee (FOMC) members at his first meeting overseeing the FOMC and he projected a calm...

What Is the Data Saying?
Matthew Kerkhoff's picture

By Matthew Kerkhoff – We’re going to look at a bunch of economic data today, but before we do, there’s something we need to clear up. Most economic data is released in a monthly cadence, but if you focus on monthly figures...

How Tax Reform Will Net the US Big Returns
Stratfor's picture

By Stratfor – In December 2017, US President Donald Trump signed into law his country's first major tax reform since the Reagan era. Sometimes new legislation is seismic in its effects, directly altering the playing field...

Trump Builds Economy and War Machine
Richard Mills's picture

By Richard Mills – On March 1 Donald Trump announced that his Administration would implement a 25% tariff on all steel imports and a 10% duty on aluminum. President Trump initially said the tariffs would apply to all steel...

The Wealth Machine That Rising Interest Rates Create and the Conflict with the National Debt (Part 2)
Daniel Amerman CFA's picture

By Dan Amerman – Compound interest is an extraordinarily powerful financial tool, and reinvesting the cash flows received from investments has historically been the single most reliable way of building wealth over the long term.

Technician Eyes 2019 Stock Market Peak
FS Staff's picture

By FS Staff – “Some of our momentum indicators peaked on that February pullback,” said Wald. “Historically, momentum peaks up to a year ahead of final price action. So, yes, we are entering that final phase of the bull market. We think it's going to make...

US Job Openings, Consumer Sentiment Surge Higher
Peter Boockvar's picture

By Peter Boockvar – Consumer confidence is very good and expectations for rising incomes and employment is the main reason. This though comes with higher inflation expectations and we know the upside risk to this is in turn rising incomes if companies can’t offset...

Danielle DiMartino Booth: It Won't Take Much More for the Fed to Break the Markets
FS Staff's picture

By FS Staff – Danielle DiMartino Booth, founder of Money Strong and author of Fed Up: An Insider’s Take on Why the Federal Reserve Is Bad for America, warns that the US is more highly levered today than it was in 2008 and it won't be long before rate hikes start...

Building Boom Before Infrastructure Bill
Kurt Kallaus's picture

By Kurt Kallaus – The rebuilding of America is underway. Both political parties want an infrastructure spending bill, yet gridlock is likely to prevent the desired $1.5 Trillion Bill ($150 Billion/year) as it requires...

2018 Second-Quarter Forecast
Stratfor's picture

By Stratfor – The White House Takes on the World: The White House will bump up against the laws of the United States and the central tenets of the World Trade Organization as it launches a global trade offensive in the name...