Something Is Happening That We Haven’t Seen Since The Trough Of The Financial Crisis.

Wolf Richter wolfstreet.com, http://www.amazon.com/author/wolfrichter For the first time in the US since the Financial Crisis. Let’s forget for a moment the Fed, its rate-increase flip-flopping, and what that might do in theory to the economy, and let’s look instead at what companies are actually doing, how they’re responding to the environment they find themselves in. … Read more

How to get benefit from the recent wave of rising inflation

by Umar Farooq 2017 kicked off with a reflationary revival as the consumer price index (CPI) recorded 2.5% year-over-year (YoY) growth in January – Its highest reading since early-2012. Inflation has been trending upward since 2015, but its upward slope has only come to the forefront since the election. Although the current inflation rate is … Read more

A GLOBAL EURODOLLAR SHORTAGE

by Gordon T Long   The World Bank just released a telling report entitled “Trade Developments in 2016: Policy Uncertainty Weighs on World Trade“. Though they deflect the problems in global trade to areas such as excessive regulatory initiatives and policy uncertainty (which is true), what is to be found buried in the appendix are the two … Read more

Caution Needs To Be Exercised As The Historic Market Rally Is Predicted To Soon Coming To An End

by Umar Farooq Stocks continue to make new record highs, yet market dynamics point to fragility under the surface. The Dow Jones Industrial Average registered its eleventh record close in a row on Friday. And, if you take a look at just the S&P 500 in February, it’s on track to see the fewest declines in any month since May 1990. … Read more