Cris Sheridan's picture

Given fears expressed by a number of major strategists on our show that the Fed made a policy mistake by waiting too long to hike rates, BofA Merrill Lynch's Global Liquidity Tracker is going to be a very interesting chart to keep an eye on. In the past two economic cycles...

Ben Hunt PhD's picture

I'm going full-nerd with the "Lord of the Rings" introduction to today's Epsilon Theory note, but I think this scene—where Denethor, the mad Steward of Gondor, orders his son Faramir to take on a suicide mission against Sauron's overwhelming...

Sober Look's picture

We continue to receive questions about the impact of the recent dollar strengthening on the US economy. The most immediate impact of course is on trade, which has created an immediate drag on the GDP growth.

FS Staff's picture

If you want to know what's spooking the market and why some big names are quite concerned about global financial stability, Worth Wray, Chief Economist at Evergreen Gavekal, recently explained the entire situation in a very timely and important interview...

Oil Price's picture

The rumors of a coordinated production cut between OPEC and Russia continue to grow more serious. The latest comes from the Russian energy minister Alexander Novak, who insisted that Russia will hold talks with OPEC in February...

Patrick O'Hare's picture

The capital markets are cranking this morning with newsflow, opting at this time to favor all of the seemingly positive developments. The S&P futures are up 13 points and are trading 0.9% above fair value. The biggest news item of note...

Neil Howe's picture

A recent article in The Economist examined automation’s ca­pac­ity to displace workers. If techno-optimists are to be believed, automation is a net win: They say more jobs will actually be cre­ated by robots than destroyed by them.

Doug Short's picture

The New York Stock Exchange publishes end-of-month data for margin debt on the NYXdata website, where we can also find historical data back to 1959. Let's examine the numbers and study the relationship between margin debt...

FS Staff's picture

Can cycles be used to time the market? Financial Sense recently caught up with Eric Hadik, editor and publisher of INSIIDE Track Trading, to get his outlook on stocks, oil, gold, and more. In 2014, Eric accurately predicted the US dollar would see a strong and sustained rally...

Clif Droke's picture

Investors are worried over the prospects that the long-term momentum behind the stock market recovery of 2009-2015 may be in danger of complete dissipation this year. That would mean a certain date with an extended bear market...

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