EDITOR'S CHOICE
Two Brinkmanship Games And A Possible Third
Article By:
Marc Chandler
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Thursday, January 31, 2019 10:49 AM EDT
Some historians give Adlai Stevenson credit for inventing the word "brinkmanship" as part of his criticism of US foreign policy under Dulles, who said that "if you are scared of going to the brink, you lost."
How The Peak Oil Story Could Be “Close,” But Not Quite Right
Article By:
Gail Tverberg
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Thursday, January 31, 2019 12:51 AM EDT
What is right about the Peak Oil story, and what is misleading or wrong? Let’s look at a few of the pieces.
In this article: OIL
It’s Not That There Might Be One, It’s That There Might Be Another One
Article By:
Jeffrey P. Snider
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Wednesday, January 30, 2019 12:20 PM EDT
When even politicians can sense that there’s trouble brewing, there really is trouble brewing.
In this article: EZU
The Circular Economy’s Six ‘C’ Challenge
Article By:
ING Economics
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Monday, January 28, 2019 8:29 AM EDT
Despite the promise of the Circular Economy - which aims to deliver economic growth without waste - businesses have been slow to embrace it.
The Magic’s Gone
Article By:
Jeffrey P. Snider
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Friday, January 25, 2019 1:26 AM EDT
Persistently low-interest rates tell us everything we need to know about the true state of any economy. The reason is simple; banks know what central banks don’t.
In this article: FXE
Vive La Résistance? Investor Sentiment May Tell The Tale For Stocks
Article By:
Gary Gordon
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Wednesday, January 23, 2019 4:00 PM EDT
Bulls may need to see the S&P 500 punch through and stay through resistance. Meanwhile, bears might garner even more conviction should the resistance prove particularly difficult.
In this article: SPX
ECB Preview: Worries Increase But Not Quite Ready To Act
Article By:
Marc Chandler
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Tuesday, January 22, 2019 12:27 PM EDT
The ECB meets Thursday, and it may be best conceived as a transition meeting. It will lay the rhetorical groundwork for two things.
In this article: FXE
Souring, Not Soaring
Article By:
Jeffrey P. Snider
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Monday, January 14, 2019 8:40 PM EDT
USTs and eurodollar futures had been saying all along throughout the entire run of Reflation #3 that the chances the global economy was going to soar were nowhere near the chances it was going to sour.
Can Earnings Reports Push Bank Stocks Higher?
Article By:
Sheraz Mian
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Sunday, January 13, 2019 11:05 AM EDT
Bank stocks have been enthusiastic participants in the post-Christmas bounce in the market, but they remained a weak part of the market overall last year. Strong results will give many of these stocks a short-term bump.
It’s Been A Good Year So Far
Article By:
James Picerno
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Friday, January 11, 2019 8:29 AM EDT
Seven trading days don’t tell us much about price trends, but if we plead temporary insanity and restrict our view of performance to the 2019 calendar the numbers look encouraging.
Beats & Misses, Seen & Unseen
Article By:
Vitaliy Katsenelson
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Thursday, January 10, 2019 5:45 PM EDT
Wall Street glorifies companies that beat quarterly estimates by arguing that the long term comprises a lot of short-terms. But beating earnings estimates for a few consecutive quarters doesn’t necessarily lead to long-term greatness.
Epic Flip-Flop: From Surefire Inflation To ‘Muted’ In Three Weeks
Article By:
Jeffrey P. Snider
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Wednesday, January 9, 2019 4:23 PM EDT
Something big is clearly missing, and the official minutes admitted this fact (in their own muted fashion).