Section
Economy
4210 posts
Euphoria and Reality in European Stocks
by Michele Patri, AllianceBernstein Euro-area stock markets have rebounded as the ECB has launched its QE program. In…
March's Market Madness
Market’s March Madness KEY TAKEAWAYS · With the NCAA Final Four set, we share our own Final Four…
Fed tightening + HY distress = 2015 bear market?
by Cam Hui, Humble Student of the Markets Despite my bullish stock market outlook (see my last post…
LPL Research: Outlook 2015 Spring Update
LPL provides a Spring update to their 2015 outlook on the stock market, bond market, and economy.
The World is Topsy Turvy, Thanks to Heavy Distortions
by Kara Lilly, Investment Strategist, Mawer Investment Management For a country whose population is smaller than that of…
Forecast For Clear Skies: LEI Shows Low Odds of Recession
Forecast For Clear Skies: LEI Shows Low Odds of Recession Key Takeaways • The outcome of last week’s…
Investor Focus Turns to Consumer Discretionary Stocks
Consumers in Hesitation Recent weakness in U.S. stocks has turned investor attention onto consumer discretionary companies, fueling the…
Could the Search for Income Lead to Instability?
by Daniel Loewy and Morgan Harting, AllianceBernstein Years of quantitative easing has pushed yields on government bonds down…
Fed-Up
Fed-Up by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yellen would never admit it, but the…
Anthony Valeri: Patiently Waiting
Patiently Waiting The Fed faces a number of obstacles now and may require greater justification to suggest raising…
Is China's growth slower than the 7% consensus?
by Walter Kurtz, Sober Look Further evidence is emerging that China's economic growth is likely to slow further.…
Stock Performance Before, During, and After Recessions
by Ben Carlson, A Wealth of Common Sense A few weeks ago I urged readers to get used…
Why Undoing QE is So Difficult
Giving is Easy, Taking is Hard by Nihon Cassandra Despite the occasional satirical joke, I've never had a…
Guy Haselmann: How The Word 'Patient' is Absurd
Un-Patienting by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · The lunacy of markets was proven again…
James Paulsen: Investment Outlook (March 9, 2015)
Are We Suffering From “Reverse Money Illusion”??? by James Paulsen, Chief Investment Strategist, Wells Capital Management Last Friday’s…
