Financial Sense

By Matthew Kerkhoff By Matthew Kerkhoff – We’re entering a seasonally strong period of the year with modest valuation levels and a strong economy. If you add in a tailwind from reduced trade friction, we could be in for a strong few months. Nowhere is this more evident than… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – Today’s near record low unemployment should support a robust economic expansion but has confounded economists expecting worrisome inflation. The inflation to unemployment sensitivity was strong in the 1960s and 1970s… …read more From:: Financial Sense

By Global Risk Insights Global Risk Insights – U.S. cyber policy is shedding the overly-careful approach favored during the Obam- era, becoming more activist and increasingly likely to reach into foreign networks for the sake of defense. While this carries an increased risk… …read more From:: Financial Sense

FS Staff – FS Insider recently interviewed Dinny McMahon to discuss his must-read book, China’s Great Wall of Debt: Shadow Banks, Ghost Cities, Massive Loans, and the End of the Chinese Miracle. Dinny provides a rich and in-depth account of the problems facing China… …read more From:: Financial Sense

By Matthew Kerkhoff By Matthew Kerkhoff – With each passing day it looks increasingly likely that the February swoon was simply a run-of-the-mill correction, as opposed to the beginning of a full-fledged bear market. But that doesn’t mean we’re out of the woods just yet… …read more From:: Financial Sense

By Adrian Ash By Adrian Ash – Gold prices held above $1300 per ounce in London trade Friday, erasing half of last week’s 2% drop even as the Dollar rose again on the FX market amid fresh tensions between Nato members Turkey and the US plus… …read more From:: Financial Sense

By Chris Puplava By Chris Puplava – Deutsche Bank credit default swaps (insurance against default risk) are moving back up today. Unicredit (Italian Bank) CDS moving back up after a 2-3 day respite while the stock price remains weak. At the same time, there has been NO rally… …read more From:: Financial Sense

By Michael Shedlock By Michael Shedlock – How many hikes can the Fed get in this year? The Fed estimate is two more. Mortgage rates rose on the news. Mortgage News Daily reports Mortgage Rates Higher Following Fed Forecasts. …read more From:: Financial Sense

By Tim Duy PhD By Tim Duy – Headlines blared the latest recession warning today, this time from David Rosenberg of Gluskin Sheff & Associates. The culprit will be the Fed: “Cycles die, and you know how they die?” Rosenberg told the Inside… …read more From:: Financial Sense

By Peter Boockvar By Peter Boockvar – The June ISM manufacturing index rose 1.5 pts m/o/m to 60.2 and that was above the estimate of 58.5. The components though were more mixed. New orders fell .2 pts, backlogs were lower by… …read more From:: Financial Sense