Sep 16 – Deglobalization, decarbonization, and demographics (the 'Three Ds') are likely to keep inflationary pressures higher for longer, Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, tells Financial Sense Newshour...
Sep 13 – Many were hoping for a big drop in inflation but it's just not happening, which means interest rates (that is, borrowing costs) are continuing to increase or remain high as well. Chris Puplava looks at how rates are putting a strain...
Aug 29 – Drawing on a legendary NBER research paper from Edward Leamer, Chris Puplava, CIO of Financial Sense Wealth Management, shows the current state of the housing market and the downstream impacts we are likely to see in the months ahead...
Aug 26 – After this week's wrap-up and focus on the market-moving comments by Fed chair Jay Powell of 'pain' ahead, which immediately led to a steep decline in the stock market, Financial Sense Wealth Management CIO Chris Puplava explains why...
Aug 23 – Chris Puplava, CIO of Financial Sense Wealth Management, shows how there is a clear inverse correlation between inflation and stock market valuations, and how at current inflation levels, the stock market would need to see a large...
Aug 18 – The recent 6-month slide in existing home sales is so steep that even the sharpest deceleration during the housing bubble could not match the recent pace in declining home sales in that it took 9 months to fall in 2007 to match...
Aug 12 – After this week's wrap-up, Chris Puplava provides an update on the technical, fundamental, and monetary backdrop facing the market given that the US stocks have now climbed halfway back from their all-time highs at the beginning of this year...
Aug 8 – Chris Puplava, CIO of Financial Sense Wealth Management, looks at the lagged impact of Fed tightening on the economy, and how this is showing up in leading economic indicators for a downturn to persist well into 2023...
Aug 1 – A true pause by the Fed means an end to rate hikes AND an end to shrinking its balance sheet. The market is cheering that we may be getting closer to the former but, I believe, has yet to come to grips with the latter...
Jul 29 – After this week's market wrap-up with Ryan Puplava, Financial Sense Newshour speaks with Tom McClellan to get an update on his outlook for the stock market, the economy, and more. Next, Rick Sharga at ATTOM discusses the dramatic slowing...
Jul 25 – Today we look at market-based measures of inflation, including commodity prices and consumer expectations, which paint a fairly definitive case that the 9.1% headline CPI for June will mark the peak for US inflation. Also, the Fed meets...
Jul 18 – Chris Puplava, CIO of Financial Sense Wealth Management, shows how even though we continue to see a longer-term deterioration in the fundamental backdrop with housing and jobs data, in the near-term, we are starting to see...
Jul 15 – After this week's wrap-up, Oppenheimer's Ari Wald joins Financial Sense Newshour to provide his technical take on the stock market. Next, Ryan Sweet, head of real-time economics at Moody's Analytics, discusses inflation and says...
Jul 14 – As shown by the chart below, the Biden administration is selling off US Strategic Petroleum Reserves (SPR) at the fastest pace on record. As of today, we are now at the lowest levels since 1985. Here is where things get concerning...
Jul 12 – Chris Puplava, CIO of Financial Sense Wealth Management, shows how the economic outlook continues to darken with housing data looking particularly worrisome. Chris also shows how the yield curve provides a leading indicator...
Jul 5 – Today we look at recession indicators, market expectations of future monetary policy, inflation, and what the wider credit markets are saying about the outlook for the US stock market...
Jun 28 – In today's weekly investment video, Financial Sense Wealth Management CIO Chris Puplava takes a look at the latest leading economic indicators and other measures pointing out that global economic data has now turned down...
Jun 17 – After this week's market wrap-up, Financial Sense Newshour speaks with Bloomberg’s Head Equities Strategist Gina Martin Adams who sees the Fed Funds rate rising to 3% by year end before the Fed goes on pause, with one more....
Jun 10 – Financial Sense Newshour speaks with John Roque, Head of Technical Strategy for 22V Research, on the big picture outlook for the stock market when it comes to spiking energy prices as well as a peak in P/E ratios from a very high level...
Jun 6 – Financial Sense Wealth Management CIO Chris Puplava covers Jim Bianco's recent warning on how the market may be facing a major loss in liquidity based on what we are seeing unfold right now in the repo market and money market funds...
