Section
Economy
4451 posts
The Treasury Market is Skeptical of a Recession
by James Picerno, Capital Spectator Judging by the comments of several high-profile perma bears, the US economy should…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Buyback Boom is a Function of Fed Policy
Rick Rieder explains why today's buyback boom is an economic distortion created by the Federal Reserve's excessively accommodative…
Grading The Fed's QE Program: Week 3
Key Takeaways We give the Fed partial credit on equity and bond market impact. The U.S. equity market…
Why Low Interest Rates and Large Cash Balances Skew P/E Ratios
by Aswath Damodaran, Musings on Markets For an asset that should be easy to value and analyze, cash…
Banking is Complex Because the World has Become More Complex
by Cullen Roche, Pragmatic Capitalism Frances Coppola has a good post over on her site explaining her view…
What's Up With the USD and Rising Long-term Yields?
by SIACharts.com It has only been a month and a half since we last looked at both the…
The Big Chill: Whatās Wrong with the U.S. Consumer?
Most market watchers expect the US economy to bounce back in the second quarter. However, the consumer isn't…
Liz Ann Sonders: Market Grinding Higher but Can It Keep Bears At Bay?
Straight Talk: Market Grinding Higher but Can It Keep Bears At Bay? by Charles Schwab and Company May…
The Biggest Risk to US growth: Further Dollar Rally
by Walter Kurtz, Sober Look The biggest risk to US economic growth remains the possibility of an extended…
Here's What CEOs Said About The Economy This Week
by Scott Krisiloff, Avondale Asset Management Each week I read dozens of transcripts from earnings calls and presentations…
This Economic Recovery Can't Get Any Respect
by Cullen Roche, Pragmatic Capitalism Is it just me or do we seem to be permanently grumpy about…
Despite Historic Compression, Stocks are Stuck in a Range
by Dana Lyons, J. Lyons Fund Management, Inc. On April 24, we posted what we thought (and hoped)…
Guy Haselmann: Down Side Up
āIt isnāt that they canāt see the solution.Ā It is that they canāt see the problem.ā ā G.K.…
20 Charts That Suggest the U.S. Slump is Behind Us
by Scott Grannis, Calafia Beach Pundit First quarter GDP growth was miserable, barely distinguishable from zero. Weather played…
U.S. Inflation Sentiment is Shifting
by Walter Kurtz, Sober Look We seem to be undergoing a market sentiment change as fresh signs appear…
