Leaders and Laggards We have recently discussed the odd dichotomy that can be observed within the gold sector – there is a group of stocks that is doing extremely well lately (...
EUR/USD is certainly already on the move, thanks to the big dollar dive. To be fair, this assessment from Danske was released before the move. Here is their reasoning: Here is t...
Apparently, when Irish eyes are smiling, it’s time to call an election. And that is what Prime Minister Kenny has done. The election will be held on February 26. The polls sugge...
Writing for his firm Llewellyn-Consulting.com, a former senior economist of the Organisation for Economic Cooperation and Development considers forecasts. He sounds somewhat like t...
It used to be that the price of oil and the markets as a whole were disconnected. But these days, it seems like they are instead dancing in unison. When oil goes down, stocks go do...
Let me know if any of these narratives sound familiar to you: 2013 Analyst: “We are deeply concerned about the sharply rising 10-Year Treasury Yield as a headwind for stocks. The...
“We now have arrived at the point where it is not the banks, but the countries themselves that are getting in serious financial trouble. The idea that we can ‘grow our way ...
Why won’t monetary policy just work as designed? It sounds so utterly simple: To review: Interest rates are the price of lending and saving money. When interest rates throughout...
Here is the graph from FRED for FOMC Summary of Economic Projections for the Fed Funds Rate, Central Tendency, Midpoint. (link) 1.15% for 2016. 2.45% for 2017. 3.20% for 2018....
We are finishing up the world currency reports. The reports are not ready at this time, but we will make an announcement once they are available. As we stated at the conferences, n...