Financial Sense

Robots, Robots Everywhere!
Monty Guild's picture

By Monty Guild and Tony Danaher – With the Consumer Electronics Show (CES) just past, it might be a good time to mention two developments in robotics that we’ve recently noted. Sage analyst Larry Jeddeloh at The Institutional Strategist noted that this year’s...


What Would Happen If China Stopped Buying U.S. Treasury Bonds?
Michael Pettis's picture

By Michael Pettis – If China is indeed threatening to retaliate against any U.S. trade action by reducing its purchases of U.S. government bonds, not only would this be a pretty hollow threat, but in fact it would be exactly what Washington wants. To see why...


Don't Force Google To Hire Conservatives
Mises Institute's picture

By Mises Institute – On January 8th, 2018, former Google employee James Damore filed a discrimination lawsuit against the tech giant. Damore made national headlines last year after he released the Google Memo. In the memo, Damore alleged...


TIPS Demand at 13-Year High Shows Inflation Expectations Ramping Up
Peter Boockvar's picture

By Peter Boockvar – I almost never give color on a US Treasury TIPS auction but, today, I am. The Treasury just auctioned off 10-yr TIPS (Treasury Inflation Protected Securities) and the demand was robust. Direct and indirect bidders took 89% of the auction...


How to Think About Hedging Against Inflation
Matthew Kerkhoff's picture

By Matthew Kerkhoff – One of the topics that seems to be on the minds of investors right now is the idea of rising inflation. The recent global economic upturn, combined with a stimulative tax package, is causing some to believe that we’re about to see the whites...


Who Would Lose More in a U.S.-China War of Reciprocity?
Stratfor's picture

By Stratfor – The United States spent 2017 laying the groundwork needed to aggressively pressure China on trade and investment in 2018. Now it appears the pressure is on. On Jan. 17, InsideTrade reported that the administration of U.S. President Donald Trump...


Dollar Reaches Multi-Year Lows as Central Banks Shift Reserves Into Yuan
Marc Chandler's picture

By Marc Chandler – Yesterday, the Bundesbank, quickly followed by the central bank of France, acknowledged that they had purchased yuan for reserves. The market seemed surprised and seemingly used it as an excuse to sell dollars...


Investment Strategy: The Curve
Jeffrey D Saut's picture

By Jeffrey Saut – Much has been written recently about the yield curve. According to Wikipedia: In finance, the yield curve is a curve showing several yields or interest rates across different contract lengths (2 month, 2 year, 20 year, etc.) for a similar debt...


Will the US Midterms Spell the End of #MAGA?
Global Risk Insights's picture

By Global Risk Insights – Historically, the President’s party loses seats in midterm elections. In 2010, for instance, Democrats lost 63 seats in the House of Representatives to the GOP. In the context of recent election victories, one of the most notable ones...


Commercials Are Making a Huge Bet on Oil Prices, Says John Kosar
FS Staff's picture

By FS Staff – As WTI crude went above $50 last year, Kosar noticed that the Commitments of Traders (COT) data was showing a record net-short position among smart money hedgers in the crude oil futures market. Now that crude is in excess of $60 a barrel...


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