Financial Sense

Davidowitz: Brick-and-Mortar Retail an "Absolute Train Wreck"
FS Staff's picture

We’ve seen substantial carnage in the retail space in the past few weeks with a pick-up in store closings and layoff announcements. Well-known retail expert Howard Davidowitz has been warning of this for some time and explains why he thinks it's going to get worse...


A Trade War Is in No One's Interest
Ghassan Abdallah's picture

Since the election of Donald Trump, the financial markets have rallied sharply on the expectation that a Republican president and a Republican Congress would enact laws aimed at both reforming the tax code and deregulating the...


The Big Four Economic Indicators: A December Bounce
Doug Short's picture

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as...


US Banks: Higher Rates Vs. Weaker Loan Growth
BCA Research's picture

Bank stocks have experienced a sentiment-driven surge since the US election, supported by expectations for higher interest rates. Lost in the exuberance has been a marked deceleration in credit creation.


May Answers the Big Brexit Question
Stratfor's picture

A speech by British Prime Minister Theresa May on Tuesday answered the biggest outstanding question about the United Kingdom's impending departure from the European Union: It will not try to stay in the bloc's single market.


2017—Shades of 1937
Paul Kasriel's picture

As a result of some Fed actions taken in 1936 and 1937, the US economy, after experiencing a robust economic recovery starting in early 1934, slipped back into a recession midyear 1937, which lasted through midyear 1938.


Runaway Credit Card Debt Makes 2017 Look Like 2007
Odysseas Papadimitriou's picture

As we prepare to close the book on another $100+ billion holiday shopping season and our seventh consecutive year of economic growth, it’s worth taking stock of where the U.S. consumer currently stands as well as what 2017 likely...


Trump and the Four Levers of Government Policy
David Kotok's picture

As Don Rissmiller of Strategas Research Partners succinctly points out, “There are four types of government policy that can be used to steer the economy: 1) monetary policy, 2) fiscal policy, 3) regulatory policy, and 4) trade policy.”


Oil Prices Boosted By Struggling US Dollar
Oil Price's picture

With the US dollar being dealt a most solid dose of the whoop-bang-wallops (WBWs), crude prices cannot help but be propelled higher today. The great British pound on track for its best day since 2008, as the promise of a parliamentary...


Gundlach: The Biggest Risk to the Current Rally Is Donald Trump
ValueWalk's picture

With the S&P 500 trading at all-time highs, NYSE Short Interest down 20% over the past 12 months and what can only be described as a highly optimistic view of Donald Trump’s presidency, one does wonder if the markets are in their...


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