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Four Collision Courses for the Global Economy

Between US President Donald Trump's zero-sum disputes with China and Iran, UK Prime Minister Boris Johnson's brinkmanship with Parliament and the European...

12 Truth Bombs from Milton Friedman

American economist Milton Friedman rose to prominence in the second half of the 20th century as one of the leading critics of...

Your Monday Dirty Dozen [CHART PACK]

In this week’s Dirty Dozen  we look at more short-term sell signals indicating further downside ahead, a massive collapse in global auto demand,...

White House Weighs Limits on U.S. Portfolio Flows Into China

Trump administration officials are discussing ways to limit U.S. investors’ portfolio flows into China in a move that would have repercussions for...

What’s Behind The Decrease In Market Volatility?

Summary On the latest edition of Market Week in Review, Chief Investment Strategist Erik Ristuben and Head of AIS...

Saudi Arabia Oil Outage Demystified – Our Take On The Impact...

Summary Saudi's crude exports have not been meaningfully impacted.Refinery margins have skyrocketed as Saudi diverts crude from...

Rate Cuts: Not Necessarily What You Think Or Should Hope For

Summary Central banks all over the world have adopted easing monetary policies. Except for a very few...

This Chart Shows How Late Cycle This Economy Is

ONE CHARTS TELLS THE STORY. As the Powell Fed jawbones about a “mid-cycle adjustment,” Hedgeye CEO Keith McCullough highlights a simple chart that puts that flawed notion to...

China bursts bubble on digital-currency speculation

China’s central bank is denying widespread reports that it will release a digital currency by November, and saying the internet giants Alibaba...

“Simply Awful”: German PMI Plunges To 7-Year Low As Manufacturing Recession...

Weakness in euro-area manufacturing hit a climax this morning as German private sector activity plunged to a seven-year low. The Germany Manufacturing PMI...