Independent Institute's picture

By Independent Institute – For most Americans outside of the nonessential civilian federal government workforce, it will be difficult to tell the difference between a shut down federal government and a fully working federal government, which will make 2018’s episode...

Paul Kasriel's picture

By Paul Kasriel – There has been chatter about whether the Tax Cuts and Jobs Act of 2017 (TCJA) will result in a temporary stimulus, or sugar high, to U.S. economic activity because of the increase in corporate after-tax profits and the increase in household...

FS Staff's picture

FS Staff – Many individuals who have accumulated wealth over their lifetime want to help their children thrive and grow. But, when it comes to transferring wealth along to future generations, money often tears families apart. Studies show that as many as 70%...

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...

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...

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...

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...

Kurt Kallaus's picture

By Kurt Kallaus – Our bullish September 2017 outlook to buy the dips in Q4 2017 and Q1 2018 remains in place until at least May. Until then, selling the rallies entails greater price risk than buying the $3+ dips. Once the outcome of potential US sanctions...

Andrew Zatlin's picture

By Andrew Zatlin – We’re starting to see signs of inflation across some of the most important metrics economists look at… yet it’s not being widely reported. The major hurricanes in 2017 had a huge impact that rippled through the shipping and trucking...

FS Staff's picture

By FS Staff – So far, 2018 is off to a strong start, with indices hitting fresh records and most seeking to participate in what has been a market that only wants to go up. But will the rally continue, and for how long? We spoke with...

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