Financial Sense

By Urban Carmel – The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. The bond market agrees with the macro data. …read more From:: Financial Sense

By FS Staff By FS Staff – This time on Financial Sense, we look back on a 2014 interview with Joel Kurtzman to discuss his book, Unleashing the Second American Century: Four Forces for Economic Dominance. As we were coming out of the Great Recession, Kurtzman… …read more From:: Financial Sense

By FS Staff By FS Staff – “The first thing you need to do when looking at a college cost is to not focus on the sticker price, but on the net price after grants and scholarships and other money that doesn’t need to be repaid is subtracted from the total,” Kantrowitz said… …read more

By Tim Duy PhD By Tim Duy – Central bankers are set to hike interest rates at this week’s meeting of the Federal Open Market Committee (FOMC), an outcome widely expected by market participants and thus should come as no surprise. …read more From:: Financial Sense

By FS Staff By FS Staff – Things are likely to get bumpy and a “time of reckoning” is coming for global markets and economies, David Marsh, co-founder and chairman of the Official Monetary and Financial Institutions Forum (OMFIF), told FS Insider June 6… …read more From:: Financial Sense

By Matthew Kerkhoff By Matthew Kerkhoff – Dow Theory considers daily action in the stock market to be nothing more than noise, and that presupposition may be gaining in importance. I’ve been hanging on to the chart below, waiting for an opportune… …read more From:: Financial Sense

By Daniel Amerman CFA By Daniel Amerman – Would you have appreciated a single number that could have given you a clear and unmistakable warning before the tech stock bubble collapsed? How about an unequivocal mathematical warning in… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – Awareness of the yield curve and the dreaded potential for inversion as a harbinger of a recession has never been more prominent in the news. Esteemed Federal Reserve members, commercial… …read more From:: Financial Sense

By Peter Boockvar By Peter Boockvar – The US ISM manufacturing index for July moderated by 2.1 pts to 58.1 which is a 3 month low and puts it below the average year to date of 59.1. Of note, new orders fell 3.8 pts to 60.2, the lowest since… …read more From:: Financial Sense

By Patrick O’Hare By Patrick O’Hare – It’s the dead of summer right now, which means the heat is on throughout the country. Somewhere else things are hot — and getting hotter — is the financial markets. The heat in the financial markets… …read more From:: Financial Sense