The Red Dragon Roars While the Fed WaitsApril 6, 2016by Jeff OpdykeGlobal EconomyDespite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room.
The Truth Behind U.S. Jobs DataApril 1, 2016by Chad ShoopU.S. EconomyThe March jobs report is being hailed as a win for the U.S. economy, but forward-looking layoff data offers a grim look at why growth will fade and why interest rates aren’t rising any time soon.
Monetary Disaster InsuranceMarch 29, 2016by Jeff YastineGoldWhen a financial firm like Munich Re starts vaulting gold and griping about monetary policy, you have to believe that they might be on to something serious.
The Fed Needs to Get a ClueMarch 25, 2016by Chad ShoopTrading StrategiesThe Fed is dithering on interest rates, and the days of solid returns on Treasurys, municipal bonds and CDs aren’t likely to return anytime soon, if ever. But that doesn’t mean you’re out of luck…
The Chinese Real Estate ChillMarch 8, 2016by Jeff YastineReal EstateMisguided federal policy has cast a chill over the U.S. economy, leaving the luxury real estate markets in New York and Miami in the lurch. But the impact could soon spread to other major markets, as Chinese buyers go silent.
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