Kurt Kallaus's picture

By Kurt Kallaus – Our expected October correction mirroring 2016 allowed for a matching 7.4% drop as in 2016 and, so far, October 2018 didn’t disappoint with an almost identical drop of 7.9%. While higher interest rates and concerns of contagion...

FS Staff's picture

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.

FS Staff's picture

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...

Daniel Amerman CFA's picture

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...

FS Staff's picture

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...

Kurt Kallaus's picture

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...

Patrick O'Hare's picture

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...

Callum Thomas's picture

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... 

FS Staff's picture

FS Staff – China is slowing down, and tariff troubles are only making this fear worse. We spoke with Shehzad Qazi, managing director at China Beige Book International, about his thoughts on China’s weakening economic conditions...

FS Staff's picture

FS Staff – Louis Gave warns that corporate debt levels are extremely high and the amount of debt that’s grown the fastest is just one notch above junk. That means during the next recession the number of companies that will be downgraded will...

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