investing

Dollar and other safe havens remain firm amid EZ uncertainties; stocks and commodities retreat. The week ahead is likely to be dominated by EZ summit, debates surrounding US budget and earnings. EM investors continue to focus on the…

If you are an investor, businessperson or employee, what you care about is outcomes. You want to know what’s likely to happen in the economy and in the markets. That is what this site is all about. What I see says that cuts were coming.…

Warren Mosler argues that either way the debt ceiling debate goes, the economy remains vulnerable to looming external shocks. And that is bullish for bonds.

I do not take the position that other writers on this blog do that Social Security and Medicare must be protected at all costs. In fact, as you can see above, I outlined very clearly two years ago what is happening politically right now.…

Michael Hudson argues that President Obama says one thing, and he does the opposite. Here’s basically the charade that’s happening when he’s trying to be reasonable. In order for him to move way to the right and to continue the Bush…

In broad strokes, today's investment world seems to be divided into two large groups - gold optimists who expect the metal price to keep ascending, and skeptics concerned about a near end to the gold bull market. In this brief overview we…

Edward Hugh writes of an unstable combination which make the countries in Eastern Europe highly vulnerable to both a renewed deterioration in sentiment and an external economic slowdown of the sort we could see following a disorderly Greek…

Felix Zulauf sees problems ahead because of private sector debt. Expansionary fiscal policy and deficit spending have allowed the real economy to cope while expansionary monetary policy has helped asset prices. Zulauf sees a pause in this…

The S&P has gone from 2 standard deviations below the 20-day moving average on the 16th June to 2 standard deviations above it now, something it did prior to the 87 crash when it rallied 6.4% in the week prior to the crash. It has been…

Dollar is mostly firmer ahead of NFP report; Stocks in Europe were impacted by new credit concerns. Market expecting a good number following ADP; USD/JPY likely to firm off the back of higher yields- The Brazilian real was the best…