Market Observations on Commodities

Ryan Puplava CMT's picture
Ryan Puplava CMT
09/01/2017 - 14:15
By Ryan Puplava – The divergences began with the Dow Jones Industrial Average being the only index that was still going up. That’s typically a warning that breadth (or participation) was waning and a correction was due. The dip came and went and...
FS Staff's picture
FS Staff
07/26/2017 - 17:07
FS Staff – “We don't see major imbalances in the real economy in terms of cyclical spending but we are starting to see froth, for example, in the commercial real estate space where the vacancy rate has certainly bottomed and where underwriting...
FS Staff's picture
FS Staff
07/17/2017 - 11:27
By FS Staff – “Overall, they’ve got about $14 invested in bullish index funds for every $1 they’ve got in inverse funds that would profit on a market decline. Just in the past few days, that moved to an all-time record.” We would have to go back to...
FS Staff's picture
FS Staff
06/22/2017 - 10:54
FS Staff – Louis-Vincent Gave, Founding Partner and Chief Executive Officer of Gavekal Research, says there are a number of tailwinds continuing to pushing stock markets higher, though, that story may be about to change, especially as we get...
Frank Barbera CMT's picture
Frank Barbera CMT
06/21/2017 - 10:59
By Frank Barbera – Other warning flags can be found in the realm of technical analysis where sentiment readings are among the most bullish values seen in a number of years. These suggest that there is room now for a contrary stance where excess...
Chris Puplava's picture
Chris Puplava
05/26/2017 - 15:09
By Chris Puplava – Breadth is one of the most powerful tools that I use to asses strength of the economy and stock market. Breadth is simply a measure of the level of participation of stocks in a bull market or areas and sectors of the economy in...
FS Staff's picture
FS Staff
05/17/2017 - 10:54
Oil prices will see a steep plunge as autonomous electric vehicles decimate the value chain of entire industries in just a few years. So write James Arbib and Tony Seba of RethinkX in their latest thought-provoking report looking at the power of...
FS Staff's picture
FS Staff
05/12/2017 - 11:51
China's first quarter economic data came in above expectations and many are raising their growth outlook on the world's second largest economy. Looking under the surface, however, Leland Miller at China Beige Book told FS Insider that China's...
FS Staff's picture
FS Staff
05/10/2017 - 13:57
Most major averages have been trending sideways, with one standout, the Nasdaq, led by tech stocks. This time on Financial Sense, we spoke with Art Hill of StockCharts.com about his views on what the charts are telling us, and what he thinks we...
Kurt Kallaus's picture
Kurt Kallaus
05/08/2017 - 15:08
Copper and oil are important barometers of economic direction. The weather vane for copper’s direction isn’t as much supply, but demand. Chinese industrial activity and the commitment of traders are important demand side tells to observe.
FS Staff's picture
FS Staff
03/30/2017 - 15:13
The main theme of Bannister’s outlook puts a target for the S&P 500 at 2,500 in 2017, followed by a top in 2018 and a bear market the year after. His forecast is largely based on the idea that we are three years into a Fed tightening cycle when...
FS Staff's picture
FS Staff
03/24/2017 - 11:40
Total US debt is closing in on $20 trillion but it appears as if President Trump may be considering a fire sale of government assets to pay it off. Not only would this lower or completely wipe out the entire US national debt but it would also...
FS Staff's picture
FS Staff
03/22/2017 - 08:04
Though we often look at market direction as a whole, one of the aspects of investment analysis that bears further attention is intermarket analysis. This time on Financial Sense, we spoke with John Murphy, chief technical analyst at StockCharts.com...
FS Staff's picture
FS Staff
03/16/2017 - 11:03
“Over the short-term, we’re overbought,” Johnson said, with the likelihood that we see either a correction in the near-term in price or in time, i.e. a consolidation. 2017 is going to be a good year, he stated, but probably not a great year where we...
FS Staff's picture
FS Staff
03/09/2017 - 18:15
Financial Sense outlines seven large, transformative forces impacting all aspects of the global economy including a list of related interviews for more in-depth coverage. They are: the retail ice age, automation, reverse migration, peak oil demand,...
FS Staff's picture
FS Staff
02/07/2017 - 17:46
"I've jokingly said that when it comes to the story with the Fed this year, it's that the Fed will raise rates in June and then Janet Yellen will be fired by Trump right after that. Her term is up in January 2018. What we've learned about Trump is...
Tom McClellan's picture
Tom McClellan
12/29/2016 - 09:35
Just a week ago, China was facing a banking system crisis that necessitated an injection of 375 billion yuan ($53 billion) into the money market, and that was after the prior week’s injection of 250 billion yuan ($36 billion). But now, after...
FS Staff's picture
FS Staff
11/23/2016 - 16:03
When we spoke to leading macro analyst Jim Bianco of Bianco Research months before the election, he thought the odds of a Trump win were much higher than most expected and that, like Brexit, it would probably end up being bullish, not bearish, for...
Stratfor's picture
Stratfor
11/23/2016 - 09:31
Sluggish construction growth and skyrocketing debt, coupled with sharp reductions in debt maturity periods, could cause corporate defaults and bankruptcies to spike next year, testing Beijing's legal and institutional abilities to cope with them....
FS Staff's picture
FS Staff
11/14/2016 - 18:39
With the outcome of the election now clear, and the anticipated selloff on president-elect Donald Trump’s victory not materializing, Kurt Kallaus, author of ExecSpec, says to watch the commodities complex as an important leading indicator for global...
FS Staff's picture
FS Staff
11/09/2016 - 16:55
I went back in my notes and…there is not an instance that I can find where you’ve had a Republican in the White House and Republican House and Senate where the stock market has not done pretty well. If he (Trump) does get to cut corporate taxes to...
Kurt Kallaus's picture
Kurt Kallaus
11/03/2016 - 08:40
Within 15 years the western world entitlement tsunami enlarged by aging demographics should swamp the global economy during a deeper than normal cyclical contraction, but the tea leaves guiding current economic cycles can be...
Stratfor's picture
Stratfor
10/10/2016 - 09:41
If the study of geopolitics focuses on the structural forces shaping the international system, then domestic elections only rarely matter. Leaders tend to bend to their environment, not the other way around. And yet in the final months of 2016 the...
FS Staff's picture
FS Staff
08/24/2016 - 09:40
In June of this year, we spoke with Kurt Kallaus, author of Exec Spec and the KDelta trading model, and he predicted a mild cyclical upturn and oil topping out and turning lower into the fourth quarter. Both of those things have come true...
Chris Ciovacco's picture
Chris Ciovacco
07/05/2016 - 09:26
During the financial crisis, demand for defensive Treasuries soared as economic and systemic concerns started to pile up. How have bonds performed relative to stocks since the Federal Reserve did an about face on interest rates in early 2016?...
FS Staff's picture
FS Staff
07/04/2016 - 21:30
Though Brexit has put nearly everyone on a reactionary footing, David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC, sees a scenario unfolding where the US dollar’s direction will determine capital flows in world markets...
FS Staff's picture
FS Staff
06/24/2016 - 17:08
Gary Shilling, author of The Age of Deleveraging and editor of the investment newsletter Insight, thinks the world is facing another 6 to 8 years of deleveraging with a "high probability of panic deflation" that will push 10-year Treasuries to 1%...
FS Staff's picture
FS Staff
06/21/2016 - 10:59
When looking at the performance of all major stock market indices around the globe, “we are in a bear market now,” Robin Griffiths told listeners Saturday. “The only two equity indices in the world capable of making a new high this year or next are...
FS Staff's picture
FS Staff
06/08/2016 - 16:05
The picture remains murky when it comes to U.S. equities, and market observers aren’t sure what to make of current conditions, noted Louise Yamada on Saturday. The current situation is hard to decipher, Yamada noted: “It’s very complicated for...
FS Staff's picture
FS Staff
06/02/2016 - 15:08
Given the hundreds of interviews and podcasts we do here at Financial Sense, one of our subscribers requested we offer a "greatest hits" archive for our listeners. Here's one we quickly put together of our weekday broadcasts, which are either...

Quantcast