Bill Blain: Getting a grip on reality: Rising interest rates and supply shocks spell trouble
I’ve been fortunate to spend an increasing amount of my time talking to real people with real jobs in the real economy. I chat with
I’ve been fortunate to spend an increasing amount of my time talking to real people with real jobs in the real economy. I chat with
When a key Fed economic model sees an 80% chance of a hard landing, you know things are bad! Equities have fallen so quickly, well
If corporate earnings rise in 2019 like Wall Street analysts expect, stocks are a screaming buy at these bear-market levels. But earnings won’t rise and
Big companies report blow-out earnings. Home prices soar. North Korea promises to end its nuke program, possibly averting another Asian war. And stocks fall. Does
Fund manager John Hussman is always good for dramatic charts. Here’s a recent one: This ratio is even scarier than it looks, says Hussman: Historically-reliable
First it was the banks reporting horrendous numbers — largely, we were told, because of their exposure to recently-cratered energy companies. Now it’s Big Tech,
Coming into this corporate earnings season, everyone seemed to expect disappointment. But they thought it would come from the energy sector and the banks that
Goldman, Morgan Stanley and IBM release numbers that look, well, depression-like. Housing starts plunge, gold and silver spike, China’s bond market seizes up, and Deutsche
Most US companies will report earnings this month, and most analysts think the results will be depressing. That’s bad news for stock prices and might
Here’s one for the “actions speak louder than words” file: Massive insider selling spurs stock market concerns (CNBC) – Corporate insiders have been selling their
A too-strong currency is, in theory, supposed to make it harder to sell things to cheap-currency countries, thus crimping corporate profits and by implication pretty
The big retail chains are generally seen as pretty good barometers of the health of “the consumer.” And since — in today’s late-cycle debt-binge pseudo-capitalism
If you ignore their recent volatility, the financial markets are painting a fairly happy picture. The S&P 500, for instance, is closer to its 12-month
The term gets tossed around a lot, but the meaning and consequences of a “currency war” aren’t intuitively clear to most people. Especially confusing is
The dollar is on a tear. And the world is scrambling to figure out what it means. Beginning with the always-interesting Martin Armstrong in a
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