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Economy
3706 posts
A Year of Reversals Amid a Search for Value
Stocks have traded in a relatively narrow range for the past two weeks, but beneath the surface, some…
April 2, 2014
David Rosenberg: The Labour Market is Tighter Than You Think
The unemployment rate has fallen sharply from its recessionary peak, however, a large portion of this reflects a…
April 2, 2014
4 Areas Revved Up for a Resources Boom
4 Areas Revved Up for a Resources Boom By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
March 31, 2014
The Economy and Bond Market Radar (March 31, 2014)
The Economy and Bond Market Radar (March 31, 2014) Treasury bond yields were mixed this week. The very…
March 31, 2014
Emerging Markets Radar (March 31, 2014)
Emerging Markets Radar (March 31, 2014) Strengths With the Greek economy expected to grow by 1.1 percent this…
March 31, 2014
Donāt Believe The Hype Of Rising Interest Rates
by Jesse Felder, The Felder Report āBest investments for a rising rate environmentā āThe coming crash in the…
March 28, 2014
A Commodity Story
by Market Anthropology On a relative performance basis we continue to find a discretely transitioning market environment, led…
March 27, 2014
Are Emerging Markets Bonds Worth the Risk?
As the deteriorating situation in Ukraine rattles global markets, Matt Tucker examines the fixed income side of the…
March 26, 2014
Higher Rates on the Horizon? Three Implications
Investors were temporarily taken aback last week by the prospect of an earlier-than-expected rate hike. While itās not…
March 25, 2014
Four Reasons Businesses Could Begin Spending Again Soon
Despite record profits and exceptionally high corporate cash levels, capital spending by U.S. businesses remains subdued. Russ explains…
March 25, 2014
Profit Margin Bears Rely on One Big Argument
by Philosophical Economics James Montier of GMO, whose work I deeply respect and enjoy reading, recently put out…
March 25, 2014
Gavekal: Japan's Self-Defeating Mercantilism
by Joyce Poon, Gavekal Asia Research Director, In the 16 months since Japanese Prime Minister Shinzo Abe launched…
March 24, 2014
The Economy and Bond Market Radar (March 24, 2014)
The Economy and Bond Market Radar (March 24, 2014) Treasury bond yields moved sharply higher this week, especially…
March 24, 2014
Three Reasons Europe Deserves Another Look
As investors steer clear of emerging markets and U.S. equities, flows into developed markets overseas are gaining momentum.…
March 21, 2014