Matthew Kerkhoff's picture

By Matthew Kerkhoff – Expectations are currently that the Federal Reserve will announce plans to begin "quantitative tightening" this Wednesday by unwinding its balance sheet. When you consider that the Fed currently owns around 29% of the market for mortgage-backed securities...

Adrian Ash's picture

By Adrian Ash – Gold investment prices at multi-week lows against all major currencies except the Japanese Yen on Tuesday in London, erasing the last of September's earlier 4.0% jump versus the Dollar as global stock...

Andrew Zatlin's picture

By Andrew Zatlin – I’m looking at the macro fundamentals and I think an inflection is coming up in a few months…and that means opportunity. At the highest level, global growth is coming from a few places...

Alex Barrow's picture

By Alex Barrow – Archimedes, the Greek tinkerer, knew of the US dollar’s importance to global macro well over 2200 years ago, decades before Fed Chair Yellen was born. A man ahead of his time. If you’re one of the very few...

Patrick O'Hare's picture

By Patrick O'Hare – When thinking about how to start a market view update, it is often helpful to pick up where the last one left off. Alas, that is what we will do. In mid-June, we wrote that the stock market has continued to defy calls for...

Michael Shedlock's picture

By Michael Shedlock – The Student Loan Debt and Housing Report 2017 by the National Association of Realtors and the nonprofit group American Student Assistance show the obvious: Student debt delays household formation, home...

Peter Boockvar's picture

By Peter Boockvar – We’re finally here. About 9 years after QE1 began, QT is about to start. If one believes that the stock market still is a discounting mechanism, then have nothing to fear with QT and that maybe it will actually be...

John Kosar CMT's picture

By John Kosar CMT – A recent movement in the assets invested in two key ETFs that track long-dated Treasury prices, plus an aggressive bet via the futures market by smart money commercial hedgers on a decline in 30-year Treasury Bonds...

FF Wiley's picture

By FF Wiley – Even as the Fed’s decision makers are beginning to worry less about a recession and more about bubbly stock prices, we’re not yet moved by their attempts to curb the market’s enthusiasm. After all, the fed...

FS Staff's picture

FS Staff – Financial Sense Newshour recently interviewed John Tousley, Head of US Market Strategy at Goldman Sachs Asset Management, on their Q3 2017 Market Know-How report regarding the global economic expansion underway, how this could turn out to be...

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