By Daniel Amerman CFA By Daniel Amerman – Two important financial cycles are currently converging for the first time in more than ten years, and how they work in combination can provide key information about the future value of our retirement portfolios, the future prices of our homes… …read more From:: Financial Sense

By Chris Whalen By Chris Whalen – There is considerable liquidity risk building in the financial markets as the FOMC continues its clumsy path toward normalization. Inverted yield curves may not predict recessions, but they do serve as a great indicator of liquidity risk… …read more From:: Financial Sense

By Peter Boockvar Peter Boockvar – The National Federation of Independent Business released its Small Business Optimism Index for September that moderated to 107.9 from 108.8, which was the record high. Higher wages continued as current compensation… …read more From:: Financial Sense

By FS Staff FS Staff – Gina Martin Adams of Bloomberg Intelligence spoke with us about the current nine-year bull market, and in this exclusive excerpt from her interview with Cris Sheridan, she says we may only be half way through… …read more From:: Financial Sense

By Kurt Kallaus By Kurt Kallaus – Trump’s claim of bringing back American manufacturing jobs is boastful but does have some truth. Since the manufacturing halcyon days of the 1970s, the US dollar was allowed to depreciate and cheap labor abroad sent US… …read more From:: Financial Sense

By Patrick O’Hare By Patrick O’Hare – It’s here — again! We’re talking about an earnings reporting period, which always commands a great deal of attention because earnings drive stock prices over the long term. To that end, the S&P 500 has been on cruise control… …read more From:: Financial Sense

By Callum Thomas By Callum Thomas – Three quickfire charts on US bond market sentiment…some of these sentiment charts are clearly at an extreme – and that’s usually when you go looking for contrarian signals. But then I look at a lot of charts on the bond market… …read more From:: Financial Sense

By Adrian Ash By Adrian Ash – Gold prices clung to the $1200 level yet again on Friday, heading for a $10 weekly gain as world stock markets fell and long-term U.S. interest rates rose to new seven-year highs. Ten-year U.S. Treasury bond yields held at 3.20% after data from …read more From:: Financial Sense

By Michael Shedlock By Michael Shedlock –Electric cars are coming. Electric may not make any practical sense, but so what? Global warming advocates will win. The two things I have battled most with my readers both pertain to cars. The first is self-driving, the second is electric. …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