wolfstreet.com / by Wolf Richter / Mar 27, 2017
Debt binge hits its limit, with big impact on overall economy.
Sector booms and busts have historically been driven by speculation and over-borrowing, often triggering regional or even national recessions. Textbook examples include the 2014 Energy and 2008 Financial sector collapse. In both of these […]
financialsense.com / TIM DUY PHD / 03/23/2017
I have seen some angst recently over declining growth in commercial bank lending. See, for example, the Wall Street Journal:
Bank loans across all categories are increasing 4.6% annually, the slowest pace since 2014, according to weekly Fed lending data from March 1. The trend is particularly […]
zerohedge.com / by Mohamed El-Erian via Project Syndicate / Mar 20, 2017 11:30 AM
Financial markets seem convinced that the recent surge in business and consumer confidence in the US economy will soon be reflected in “hard” data, such as GDP growth, business investment, consumption, and wages. But economists and policymakers are not so […]
marctomarket.com / by Marc Chandler / March 19, 2017
Recent developments have given rise to doubts over the divergence theme, which we suggested have shaped the investment climate. There are some at the ECB who suggest rates can rise before the asset purchases end. The Bank of England left rates on hold, but it was […]
zerohedge.com / by Tyler Durden / Mar 10, 2017 8:35 AM
The US economy added 235,000 jobs in February, beating upward revised expectations of 200K, in-line with whisper expctations of 233K. Last month’s report was upward revised from 227K to 238K with the net addition for the past two months coming to +9K.
Nonfarm private […]
financialsense.com / FS STAFF / 03/01/2017
Will Donald Trump be a disaster for the US economy? Yes, says one economic expert, especially if it leads to a spike in interest rates.
In a recent interview, Macro Watch editor and video blogger Richard Duncan discussed his recent presentation to institutional investors titled, “Trump’s Recipe for Disaster,” […]
marctomarket.com / by Marc Chandler / March 01, 2017
To begin assessing the dollar’s impact on the US economy, nominal bilateral exchange rates may be misleading. From a policymakers’ point of view, the real broad trade weighted measure is more important. The Federal Reserve tracks it on a monthly basis.
This measure of the […]
zerohedge.com / by Nicholas Colas of Convergex / Feb 28, 2017 3:37 PM
The (Tax Refund) Check Is Not In The Mail
No one likes paying taxes, but this year Americans are taking things to extremes. Through last Friday, the IRS had received 13.3% fewer returns than the same period last year. And it seems […]
zerohedge.com / by Jeffrey Snider via Alhambra Investment Partners / Feb 22, 2017 12:57 PM
My colleague Joe Calhoun likes to remind me that markets and fundamentals only sound like they should be related, an observation that is a correct one on so many different levels. Stock prices, in general, and GDP growth may […]
financialsense.com / PATRICK O’HARE via Briefing.com / 02/21/2017
The start to 2017 has been almost as good as the start to 2016 was bad. It’s an important distinction if only for the fact that “the turn” in the S&P 500 from its ugly start in 2016 started in mid-February when there were palpable concerns […]
news.goldseek.com / By Stewart Thomson / 14 February 2017
The world’s ultimate asset, gold bullion, continues to act superbly.That’s because fundamental, cyclical, and technical price drivers are very positive and are in play at the same time. Please click here now. Double-click to enlarge this gold chart. Gold is poised to burst upside from a […]
zerohedge.com / by Tyler Durden / Feb 9, 2017 9:52 AM
Bloomberg’s Consumer Comfort index surged once again this week to its highest since April 2015, but it was the “state of the economy” survey that really soared – breaking to new cycle highs at 42.8 – the highest since July 2007…
The last time […]
news.goldseek.com / By Graham Summers / 7 February 2017
Yet another “unmassaged” data point has shown that the US economy is rolling over.
If you’ve been reading me for a while you know that one of my biggest pet peeves is the fact that headline US economic data (GDP growth, unemployment, inflation, etc.) is […]
wallstreetexaminer.com / by Anthony B. Sanders via Confounded Interest / January 27, 2017
In the final quarter of the Obama Reign of (Economic) Error, the US economy slowed to under 2% (at 1.9% QoQ). GDP YoY is also 1.9%.
The deceleration in real GDP in the fourth quarter reflected a downturn in exports, an […]
zerohedge.com / by Tyler Durden / Jan 22, 2017 8:18 PM
In a CNBC clip, which slipped between the cracks last week, Alibaba founder Jack Ma, who has been busy trying to get into Donald Trump’s “circle of trust”, spoke in Davos and blamed the problems of the United States on the United States itself, […]
sovereignman.com / Tim Price / January 18, 2017
Here’s some food for thought.
There’s been so much discussion over the past few years, and 2016 in particular, about the roaring US economy and stellar performance of US companies.
As an example, we are constantly told about the cash piles that US companies have hoarded […]
zerohedge.com / By Tyler Durden / Jan 17, 2017 9:56 AM
It appears The Donald is stronger than The Fed (for now). The president-elect’s comments that the dollar is “too strong” have accelerated the weakness from his press conference last week, and erased all the “well the dollar is up because the US economy is […]
zerohedge.com / by Erico Matias Tavares via Sinclair & Co. / Jan 13, 2017 9:05 PM
The weekly rail traffic report published by the Association of American Railroads (“AAR”) provides a great snapshot of US economic activity almost in real (weekly) time.
Last July we noted that we were starting to witness some signals of […]
financialsense.com / Matthew Kerkhoff / 01/10/2017
Spend enough time listening to the financial news or reading economic reports, and you’re bound to come across the topic of productivity growth. This concept, which can be easy to gloss over, plays a critical role in each one of our lives.
That’s because productivity growth is the single […]
news.goldseek.com / By: Peter Degraaf / 28 December 2016
By listening to President-elect Trump we can anticipate the effect his administration will have on the US economy.
Here is what we know: Mr. Trump plans to beef up the military, and improve US infrastructure, including a wall at the southern border.
While there are other […]
zerohedge.com / by Tyler Durden / Dec 28, 2016 11:59 AM
Earlier in 2016, the US Investment Grade bond market passed an key milestone when some time around August, the total amount of high grade debt outstanding hit $6 trillion, tripling from $2 trillion at the time of the financial crisis. Most, if not […]
We exit 2016 on a tide of investor optimism. At long last, there will be a businessman in charge of the US economy in the form of a new president, and the stimulation he will provide is of tax cuts and infrastructure spending.
If interest rates must rise a tad, who […]
schiffgold.com / BY SCHIFFGOLD / DECEMBER 21, 2016
According to a recent Financial Times survey, a majority of top economists predict the Fed won’t be as aggressive on raising interest rates as it suggests. After last week’s rate hike announcement, the Fed’s own dot plot showed it had planned for three federal funds increases […]
thecommonsenseshow.com / By Dave Hodges / December 1st, 2016
In response to Donald Trump’s election, OPEC is aiding the globalists in paralyzing the US economy with increased oil price that the fragile US economy simply cannot handle.
The reasons and the implications for this action are contained in the following video.
dollarcollapse.com / John Rubino / NOVEMBER 30, 2016
Good headlines just keep coming. The Chicago PMI index of Midwest economic activity jumps to its highest level in two years. The ADP employment report shows 216,000 new jobs added in November. US Q2 GDP growth is upgraded to a completely acceptable rate of 3.2%.