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Financial Sense Blog

Global Consumer Confidence and Global Equities

By Callum Thomas – One of my favorite things to do is discover and utilize somewhat obscure, new, misunderstood, or underutilized datasets. Or indeed, to look at an existing and well-understood set of data in a different way. In today's post we look at...

Great Graphic: What Is Happening to Global Equities?

By Marc Chandler – The decline in the global equity market is the most serious since the February and March spill. In this Great Graphic, the white line is the S&P 500. With the current setback, it is up around nine percent over the past 12 months.

Robotics and Cheap Energy Are Making U.S. Manufacturing Great Again

By FS Staff – Many believe the U.S. cannot compete with China on a manufacturing basis. While the U.S. is unlikely to take the same form as it did in its manufacturing heyday circa the 1970s, it is much stronger — and competitive — than most assume.

Don't Mistake the Stock Market for the Economy

Patrick O'Hare – Please, can we get some bad economic news? Is that too much to ask? That's not too much ask, it's just really dumb to ask for it. Nevertheless, we have heard it asserted in the face of the recent sell-off that bad economic news...

Trump Taking the Gloves Off in Escalating Cyberwar

Global Risk Insights – U.S. cyber policy is shedding the overly-careful approach favored during the Obam- era, becoming more activist and increasingly likely to reach into foreign networks for the sake of defense. While this carries an increased risk...

Bonds May No Longer Provide a Hedge Against Stocks, Warns Jim Bianco

By FS Staff – Jim Bianco, founder of Bianco Research, says investors are switching from a deflationary to an inflationary mindset, similar to what we saw during the 1970s, and bonds may no longer provide a hedge against the stock market. Here's what he...

China Feeling the Sting as Global Tech War Heats Up

By GPF – On Wednesday, the U.S. Treasury outlined plans to implement a stringent review system on foreign investment in 27 high-tech sectors deemed critical to national security, from telecommunications to aviation to biotech...

EIA: Market Tightens As Outages From Iran, Venezuela Pile Up

Oil Price – Iran’s crude oil production fell by more than 400,000 per day from May to September 2018, reaching an average of just 3.4 million barrels per day last month, according to the Energy Information Administration’s Short Term Energy Outlook published...

Peak in OECD Leading Indicators

Callum Thomas – The latest round of OECD leading indicator data showed ongoing softness in the breadth across countries - which is an interesting and innovative indicator we track as part of a suite of indicators on global equities. The punchline of course is...

60 Minutes: Bricks and Slaughter, Exposing Australia’s Housing Crisis

Danielle Park –Detailed in the videos below we see similar themes and catalysts between the U.S. in 2006 and Canada today. As property prices mean and revert so do highly levered economies and financial markets. Expecting any other outcomes is unrealistic.

Gold Prices Fall Even as Italy Pays Bond Investors More Than Greece, Brexit 'No Deal' Now Evens

By Adrian Ash – Gold prices failed to hold a rally above $1190 per ounce for the second day in a row in London trade Wednesday; dropping back as the US dollar rose and world stock markets fell again amid fresh worries over Italy's government...

Loss of Yield Curve "Shock Absorber" Could Mean a Rough Ride Ahead for Markets & Housing

By Daniel Amerman – Two important financial cycles are currently converging for the first time in more than ten years, and how they work in combination can provide key information about the future value of our retirement portfolios, the future prices of our homes...

Q3'18 Bank Earnings: Tight Spreads & Growing Liquidity Risk

By Chris Whalen – There is considerable liquidity risk building in the financial markets as the FOMC continues its clumsy path toward normalization. Inverted yield curves may not predict recessions, but they do serve as a great indicator of liquidity risk...

An 18-Year Bull Market?

By FS Staff – Gina Martin Adams of Bloomberg Intelligence spoke with us about the current nine-year bull market, and in this exclusive excerpt from her interview with Cris Sheridan, she says we may only be half way through...

Profit Margins Have Likely Peaked

By Peter Boockvar – The National Federation of Independent Business released its Small Business Optimism Index for September that moderated to 107.9 from 108.8, which was the record high. Higher wages continued as current compensation...

Best Factory Job Growth in 34 Years

By Kurt Kallaus – Trump’s claim of bringing back American manufacturing jobs is boastful but does have some truth. Since the manufacturing halcyon days of the 1970s, the US dollar was allowed to depreciate and cheap labor abroad sent US...

Record Third Quarter Earnings Expected; Energy Sector Main Driver

By Patrick O'Hare – It's here — again! We're talking about an earnings reporting period, which always commands a great deal of attention because earnings drive stock prices over the long term. To that end, the S&P 500 has been on cruise control...

Extremes in Bond Market Sentiment

By Callum Thomas – Three quickfire charts on US bond market sentiment...some of these sentiment charts are clearly at an extreme - and that's usually when you go looking for contrarian signals. But then I look at a lot of charts on the bond market...

Foolproof Reason Electric Cars Will Soon Take Over: Government Mandate

By Michael Shedlock –Electric cars are coming. Electric may not make any practical sense, but so what? Global warming advocates will win. The two things I have battled most with my readers both pertain to cars. The first is self-driving, the second is electric.

Gold Price Clings to $1200 as ETFs Shrink, Bond Yields Rise, US Jobless Rate Hits Half-Century Low

By Adrian Ash – Gold prices clung to the $1200 level yet again on Friday, heading for a $10 weekly gain as world stock markets fell and long-term U.S. interest rates rose to new seven-year highs. Ten-year U.S. Treasury bond yields held at 3.20% after data from

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