Category Archives: Economics

The “Smart Money” Is Bullish On The Dollar

Written by Jesse Colombo | Apr, 23, 2018

After a brief post-Presidential election surge in 2016, the U.S. dollar has been in a steady downtrend since early-2017. The dollar’s grind lower has helped to boost non-U.S. currencies as well…

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Weekend Reading: The Return Of Stagflation

Written by Lance Roberts | Apr, 20, 2018

One of the worst possible outcomes for the U.S. economy, and ultimately for investors, is stagflation. Of course, if you weren’t around in the 60-70’s, there is a reasonably high…

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The Fed Has Forgotten The Lessons Of 2008

Written by Jesse Colombo | Apr, 19, 2018

A few days ago, Neel Kashkari, president of the Minneapolis Fed, told an attendees at an event at Howard University that Wall Street is “forgetting the lessons of the 2008…

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The Risk To Markets – Global Growth

Written by Lance Roberts | Apr, 19, 2018

The stock market has been rallying on the surge in global economic growth (recently monikered global synchronized growth) over the past year. The hope, as always, is that growth is…

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CBO – “Making America More Indebted”

Written by Lance Roberts | Apr, 12, 2018

In December of last year, as Congress voted to pass the “Tax Cut & Jobs Act,” I wrote that without “real and substantive cuts to spending,” the debt and deficits…

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The Mind Numbing Spin Of Peter Navarro

Written by Lance Roberts | Apr, 6, 2018

“The market is reacting in a way which does not comport with the strength, the unbelievable strength in President Trump’s economy. I mean, everything in this economy is hitting on…

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The Next Crisis Will Be The Last

Written by Lance Roberts | Apr, 5, 2018

It is an interesting thing. Throughout the last four decades there is a direct link between the actions of the Federal Reserve and the eventual economic and market outcomes due…

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Is The Ballooning Debt Really Inflationary?

Written by Lance Roberts | Apr, 2, 2018

Last week, Kevin Muir wrote a very interesting piece on debt and whether it is inflationary or deflationary. To wit: “One of the greatest debates within the financial community centers around…

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Danielle DiMartino-Booth: What Powell Really Said

Written by Lance Roberts | Mar, 28, 2018

Yesterday, on the “Real Investment Hour” I spoke with my dear friend Danielle DiMartino-Booth, best selling author of Fed Up, about the recent Federal Reserve policy announcement. Danielle takes a…

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An Update On The U.S. Treasury Bond Breakout

Written by Jesse Colombo | Mar, 27, 2018

Since the start of the year, I’ve been watching and showing that the “smart money” (commercial futures hedgers) have been bullish on U.S. Treasury bonds and bearish on crude oil,…

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Uneven Economy & The Hidden Depression

Written by John Coumarianos | Mar, 27, 2018

Are we in a depression? The question seems absurd. There has been GDP growth since 2009 and some mild inflation to go with it. In fact, this is the second…

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Weekend Reading: The Fed’s Dilemma

Written by Lance Roberts | Mar, 23, 2018

The Fed’s Dilemma The confusion at the Fed continues. On Wednesday, Jerome Powell justified hiking rates 0.25%, while maintaining their projections of two further hikes this year, by painting an…

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PIMCO: “New Neutral” Mostly Intact

Written by John Coumarianos | Mar, 22, 2018

It’s hard for one of the biggest bond managers in the world to forecast a recession when financial conditions are as favorable as they are now. Still, PIMCO isn’t sure…

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The Debtor’s Prism

Written by Lance Roberts | Mar, 22, 2018

In just a little more than six months, the U.S. national debt has grown by a $1 trillion dollars. Today, Congress will debate on a $1.3 trillion “Omnibus spending bill”…

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