Financial Sense
By FS Staff – We’re likely to see two or three more rate hikes this year and the continuation of quantitative tightening, through which the Fed is on course to drain $420 billion dollars of liquidity from the markets. At the same time, recent...
By Urban Carmel – It's true that equities fall before the start of most recessions. So why bother following the economy; why not just follow the price of equities? "Market corrections" occur every 20 months, but less than a third of these actually becomes...
By Adrian Ash – Gold prices held above $1300 per ounce in London trade Friday, erasing half of last week's 2% drop even as the Dollar rose again on the FX market amid fresh tensions between Nato members Turkey and the US plus...
By FS Staff – FS Insider recently interviewed Don Coxe at Coxe Advisors on the large number of storm fronts that are converging upon the financial markets, whether in the disruption to the fundamental pricing mechanism that dictates corporate valuations...
By Matthew Kerkhoff – Recent talks over this past weekend have helped make it clear that both sides are interested in reaching an agreement. China has already agreed to increase its imports of U.S. products, and on Sunday, Treasury Secretary Steven Mnuchin...
By FS Staff – Our Financial Sense leading economic indicator (LEI) peaked in October 2017 and has experienced six months of consecutive declines. It is still in positive territory—meaning the risk of a recession over the next six months is quite low—but weakening...
By Patrick O'Hare – Why would stock investors be interested in owning short-term Treasury securities when this bull market has yet to be slain by the matador (that would be Fed Chair Powell by the way). If investors hold Treasury securities to maturity, they don't...
By Urban Carmel – Starting around the year 2000, many investors began obsessing over the aging demographic profile in the United States. The concern seemed reasonable. The working age population in Japan had peaked in 1995, 5 years after the Nikkei...
By Peter Boockvar – China is discussing the end of all restrictions on having kids "according to people familiar with the matter" according to BN. They reported that "The State Council, China's cabinet, has commissioned research on the repercussions...
By FS Staff – This time on Financial Sense, we look back on a 2014 interview with Joel Kurtzman to discuss his book, Unleashing the Second American Century: Four Forces for Economic Dominance. As we were coming out of the Great Recession, Kurtzman...
By Tom McClellan – If this were a “normal” 2nd year of a presidential term, we would now be in a corrective period due to last until just before the mid-term elections. But as many in the press have noted, we do not have...
