Market Overview

Ahead of the HerdAs a general rule, the most successful man in life is the man who has the best information "Stock-market bulls argue that Fed rate hikes are bullish for stocks because the Fed...

Global food prices have not escaped the commodity rout, falling 24.3% since early 2014, according to the World Bank. Bumper harvests, weak demand and collapsing oil prices have driven food prices...

Every time you tear a leaf off a calendar, you present a new place for new ideas and progress. Charles Kettering With only a week left in 2015, the anticipation for a new year is palpable, especially...

It is important to document one's view of the future as it is a test of understanding and the weighting of current events - especially economic forecasts. I say current events because the economy does...

Without providing a link, ZeroHedge posted some comments today regarding "Helicopter Drop Theory" by Willem Buiter, Citibank's Chief Economist.Willem Buiter on Failure of Monetary PolicyWe believe...

Creature of Financial MarketsStephen Roach, former Chairman of Morgan Stanley (N:MS) Asia and the firm's chief economist, blasts the Greenspan Fed, the Bernanke Fed, and the Yellen Fed in his latest...

The US dollar traded heavily in the holiday-shortened week. It slipped against all the major currencies. The recovery in commodity prices, the new stimulus Chinese officials suggested, and the...

It’s Christmas. It’s the time of year when everyone feels their best. Even the markets tend to perform better (though that isn’t the case this year).But for the most part, it’s...

Knowing when the U.S. Economy is heading for recession is paramount for successful investment decisions. Our weekly Business Cycle Index (BCI) would have provided early reliably warnings for the past...

Last week’s review of the macro market indicators suggested heading into the shortened Christmas week that the equity markets looked weak in the short term with the SPDR S&P 500 (N:SPY)...

Some thoughts on 2015 – what really surprised: As of Christmas Eve, the S&P 500 and the Barclay's Aggregate (N:BNDS) are both flat on the year. Hard to believe we see another year of this...

The year now drawing to a close has been a difficult one for investors in international (non-US) equity markets. A healthy advance until May was followed by a steep decline, bottoming in September...

Since we now live in an entirely different world in which stock prices are manipulated every minute of every day by central bankers, we should put our efforts into updating our literature to reflect...

Yesterday’s upbeat data for US personal income and spending delivered some holiday cheer, but the gains didn’t help the Atlanta Fed’s fourth-quarter GDP estimate. The fed...