Markets

This note from Andy Lee shows a potentially bearish trend developing in the US stock market, with the S&P500 breaking down below it’s long-term trendline since the Federal Reserve started its second campaign of quantitative easing.

Here are some thoughts regarding the late Friday cut in outlook to negative for Italy’s A+ rating by S&P. While we remain negative on the ratings for peripheral euro zone, we don't think a downgrade of Italy by S&P is clearly…

The relationship between oil and currencies is no more stable that the relationship between the S&P 500 and currencies. As we noted yesterday in our look at the correlation between a handful of currencies and the S&P 500, it is not…

Jim Chanos sees a slowdown in residential property sales coupled with declining prices. Real estate companies are starting to close down. He argued on CNBC yesterday that this means the first signs of a Chinese slowdown are showing. Video…

So, the data are weakening. What does that portend for the rest of the year? Lakshman Achuthan of the ECRI thinks it means a serious global slowdown. Below is a recent interview he did on Yahoo's Tech Ticker explaining why.

Many medium term investors are interested in the relationship between currencies and the equity market. There is also a sense among many observers that the market is moving in waves of risk on and risk off. To help shed light on the issue,…

The separation of abodes from investments should work to the advantage of rentals in future years. We’re not suggesting that Americans will give up on single-family owner-occupied housing. The idea of a single-family home of your own is…

While many of our readers may not be particularly interested in Norway, two of our Casey Report investment picks are in the country - hence the quick update on the Norges Bank's (the Norwegian Central Bank) rate decision.

Financial repression leads to investors' leveraging up, moving abroad, moving out on the risk curve or moving into riskier asset classes. Apparently, Pimco is employing all of these strategies. Will it work, though? I say greater risk…

People who are staring at a tsunami of demand for commodities from the developing world and predicting a doomsday of $400 oil and $4000 gold are missing the longer-term retreating tide of demand as citizens of the developed world actually…