Market Focus: Global/International
- Mar 06 Higher Inflation Expectations May Start With Breakfast by Monty Guild Tony Danaher
- Mar 06 Why Is the Dow Lagging the Broader Market? by Matthew Kerkhoff
- Mar 06 Gold Price “Will Probably Test $1400” as Crimea Moves to Quit Ukraine by Adrian Ash
- Mar 06 Renminbi Depreciation Poses Risk to Chinese Economy by Global Risk Insights
- Mar 06 The Stock Market’s New Normal: A Wall of Worry by Christopher Quigley
- Mar 06 The Dollar’s Long Term Decline by Axel G Merk
- Mar 05 Russia Needs to Sell Gas More Than EU Needs to Buy It by Oil Price
- Mar 04 Looking Past Ukraine by Sheraz Mian
- Mar 04 Gold Price Drops 3/4 of “Ukraine Crisis” Jump as Russia Moves to Ease Tensions by Adrian Ash
- Mar 04 Ukraine: Three Views by John Mauldin
- Mar 03 Two Myths About the Ukrainian Conflict by Sober Look
- Mar 03 Pipeline to Turkey Intensifies Dispute Over Iraqi Oil by Global Risk Insights
- Mar 03 Emerging Market Banking Crises Are Next by James Gruber
- Mar 03 Will Emerging Markets Come Back? by Michael Pettis
- Feb 28 Northeast Passage to Revolutionize Global Shipping by Global Risk Insights
Brian Pretti: The Yen Carry Trade Still Highly Correlated to US Equity Markets
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim discuss a wide array of global macro topics. Brian mentions that the Fed’s tapering program is forcing money away from risk assets, and that capital is moving back to the core markets, specifically the US.
Louis-Vincent Gave: Four Macro Changes Investors Must Deal With
Jim is pleased to welcome back Louis-Vincent Gave, CEO of GaveKal in Hong Kong. They discuss Louis’ new book “Too Different for Comfort” and its lessons for investors. Among the key themes of the book are four macro changes that investors must be aware of and factor into their decision-making.
Technician Bert Dohmen: Markets at a Critical Juncture - China Is Key
Jim welcomes back technician Bert Dohmen, President & Founder at Dohmen Capital Research Institute and publisher of the Wellington Letter. Bert discusses why he believes China is still so important to the global economy, and how any significant economic crisis will likely start there.
Felix Zulauf: Expect a 20% Correction This Year
Jim is pleased to welcome back Felix Zulauf, Founder and President of Zulauf Asset Management AG in Zug, Switzerland and a member of Barron’s Roundtable for over 20 years. Felix notes that while the markets are experiencing a tactical rally of late, the combination of global slowdown, technical deterioration in equity markets, and tapering warrant caution and should lead to a potential sell off this year.
"In the early 1840s editor Horace Greeley encouraged his readers to go West. Today I encourage our readers consider the East in the 21st century." – Jim Puplava