Financial Sense

By FS Staff By FS Staff – All focus is on Turkey right now as their currency goes into freefall and 5-year credit default swaps (insurance against default) have now spiked to levels last seen during the 2008-2009 financial crisis. Russell Napier warned that Turkey… …read more From:: Financial Sense

By Tim Duy PhD By Tim Duy – It is very much possible that when the Fed hits the neutral rate, the impact of past tightening has yet to filter through much to the overall economy. Continuing blindly forward might then be a critical policy… …read more From:: Financial Sense

By Paul Kasriel By Paul Kasriel – Back in mid-December 2016, the Fed started raising the federal funds rate by 0.25 of a percentage point per quarter. So, the federal funds rate has risen a cumulative 1.50 percentage points since then. …read more From:: Financial Sense

By FS Staff By FS Staff – The public pension crisis is massive, and it’s only getting bigger. Yet state and local governments are slow to address the problem, and the solutions they’re implementing could result in even larger issues down the road. Lawrence McQuillan… …read more From:: Financial Sense

By FS Staff FS Staff – China is slowing down, and tariff troubles are only making this fear worse. We spoke with Shehzad Qazi, managing director at China Beige Book International, about his thoughts on China’s weakening economic conditions… …read more From:: Financial Sense

By Geopolitical Futures By GPF – On Wednesday, the U.S. Treasury outlined plans to implement a stringent review system on foreign investment in 27 high-tech sectors deemed critical to national security, from telecommunications to aviation to biotech… …read more From:: Financial Sense

By Peter Boockvar – At 72% we are basically at the level we were at during the depths of the Great Recession in Q1 2009 while the US economy today is in the 9th year of an expansion. Corporate debt is where the leverage excess is and why this rise in rates… …read more From::

By Mises Institute By Mises Institute – Markets convey information through prices in ways that resemble how language conveys information. But prices are not the whole story of how markets convey and mobilize information. Gluts and shortages of goods and services… …read more From:: Financial Sense

By Urban Carmel By Urban Carmel – It’s true that equities fall before the start of most recessions. So why bother following the economy; why not just follow the price of equities? “Market corrections” occur every 20 months, but less than a third of these actually becomes… …read more From:: Financial Sense

By Tim Duy PhD By Tim Duy PhD – Incoming data on the manufacturing and services sectors as well as the job market continue to support a narrative of strong growth that will encourage the Federal Reserve in its campaign to push policy rates to… …read more From:: Financial Sense