Dec 22, 2022 – Nick Reece, VP of Macro Research and Investment Strategy at Merk Investments, gives listeners an update on the US economy, the broad market outlook, energy, commodities, and more. Nick says that the indicators are flashing...
Oct 20 – Leading economic indicators continue to raise a red flag for the US economy entering recession. Today we discuss the latest data, including the Conference Board's US Leading Economic Index, the housing market, delinquency rates...
Jul 27 – Today on FS Insider, Nick Reece at Merk Investments discusses whether the government is trying to pull the wool over everyone's eyes by changing the definition of recession. We also talk about the strong market reaction to the Fed's...
Apr 20 – The IMF just cut their outlook for the global economy citing ongoing concerns over spiking inflation, food, and energy prices. Nick Reece at Merk Research discusses his broad outlook based on the message coming from leading...
Aug 31 – Nick Reece at Merk Research joins FS Insider to discuss the recent decline in consumer confidence in the context of the overall economic and market outlook. Nick explains how we may be seeing the beginning signs of a mid-cycle slowdown...
Jun 17 – Nick Reece at Merk Research lays out the three key indicators for determing if a bull market is in danger of topping out and what those indicators are saying currently. He also discusses market volatility and uncertainty around expectations...
Apr 27 – Nick Reece, senior analyst at Merk Research, argues that the stock market is not yet in a bubble and provides a number of compelling reasons and charts for FS Insider listeners to consider. First off, Nick explains...
Feb 23 – FS Insider speaks with Nick Reece from Merk Research about the current market action and the areas he likes best. Nick says the recent Fed speech further confirms the view that rates will stay low for a considerable amount of time...
Oct 20 – FS Insider speaks with Nick Reece from Merk Research to discuss his recently released market and business cycle reports looking at a wide range of leading and technical market indicators. Nick says that the trend is still higher for stocks...
Aug 27 - Nick Reece at Merk Research provides a series of very powerful arguments on why stocks likely have years left to run and why tech, if it is in a bubble, is likely just in the early stages of one...
May 13 – Nick Reece, Senior Analyst at Merk Research, surveys the most recent economic data, the possible shape of the recovery, and how this will also play into the 2020 elections. Nick says that the most current economic data confirms that we are now witnessing...
Nov. 13 – Nick Reece of Merk Investments joins FS Insider to share his economic outlook. He discusses a three month contraction in manufacturing data and explains why service sector data is more telling of economic health...
Oct 1 – Nick Reece of Merk Investments joins FS Insider to discuss recent data showing the U.S. manufacturing sector at its worst reading since June 2009. He explains why this could be a major warning sign...
Jul 11 – Cris Sheridan and Nick Reece, senior financial analyst at Merk Investments, take a deep dive into leading economic indicators and discuss economic and financial trends of which you should be aware. They cover the seven out of 12 major global economies that are in contractionary territory...
Mar 21 – FS Insider interviews Nick Reece, Senior Financial Analyst at Merk Investments, to discuss the unprecedented dovish turn by the Fed, how financial conditions are now at the loosest levels this entire cycle, and the importance...
Jul 25 – FS Insider interviews Nick Reece, Senior Financial Analyst at Merk Investments, to discuss his recent US Equity Market Chart book looking at valuations, leading economic indicators, earnings leading economic indicators...
