By Patrick O’Hare By Patrick O’Hare – Anyone who has been riding the wave of the S&P 500 information technology sector’s outperformance must be feeling like the Big Kahuna. This past week, however, something happened to make one… …read more From:: Financial Sense
By Adrian Ash By Adrian Ash – Gold prices fell below $1220 for the fourth time in a fortnight in London trade Tuesday, hitting new 30-month lows for Euro investors at €1038 as the Bank of Japan sparked volatility on the currency… …read more From:: Financial Sense
By Matthew Kerkhoff By Matthew Kerkhoff – If we are, in fact, in a trade war – then who’s winning? Is it the U.S.? China? Perhaps the smaller countries that don’t appear in the headlines each day? From my perspective, there are two ways to answer this question. …read more From:: Financial Sense
Who’s Winning the Trade War? Read More »
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
US Manufacturing Weakens on Cost Increases, Tariff Concerns Read More »
By Michael Shedlock By Michael Shedlock – Waymo’s early rider program is now a year old. And it’s expanded as a taxi service for shoppers. People still tell me “self-driving will never work” but it’s working already. Please consider Waymo… …read more From:: Financial Sense
Waymo Keeps Rolling: Self-Driving Cars Now Ferry Arizona Shoppers Read More »
By Kurt Kallaus By Kurt Kallaus – Everyone knows Tech has led the stock market higher since Trump was elected and 2018 has again demonstrated strong tech leadership. The resplendent tech vanguard is dominated by the $3.3… …read more From:: Financial Sense
Economy Still Has FAANGs Read More »
By Cris Sheridan By Cris Sheridan – Though US GDP jumped to 4.1% for the second quarter of 2018, our Financial Sense Leading Economic Index suggests slightly lower growth in the second half. Furthermore, inflationary pressures are likely to continue building… …read more From:: Financial Sense
Leading Economic Indicators Still Positive, Though Headwinds in Sight Read More »
By Tim Duy PhD By Tim Duy – The U.S. economy performed about as well as might be expected in the first half of 2018, growing at an average pace of 3.15% in a “new normal” world where the longer-term speed limit might be just 1.8%. …read more From:: Financial Sense
A Policy Pause Is Still Some Time Away Read More »
By Marc Chandler By Marc Chandler – Oil prices are weaker for the third straight day and are off in four of the past five sessions, the poorest run in two months. Supply considerations may threaten a year-old trend line. …read more From:: Financial Sense
Is Something Important Happening to Oil Prices? Read More »
By Mises Institute By Mises Institute – The US manufacturing sector has had a rich history, one that has lifted millions of Americans into the middle-class, making the Land of the Free the most envied nation in the world. You clock in your eight to 10 hours a day… …read more From:: Financial Sense
Manufacturing’s Death Has Been Exaggerated Read More »
