Section
Economy
4170 posts
The Fed's About Face
The Federal Reserve’s decision not to taper quantitative easing telegraphed a mixed signal to markets about policy guidance…
Global Equity Sectors Appear Fairly Valued
by David Templeton, Horan Capital Advisors A recent report by Thomson Reuters' AlphaNow provides a chart review package…
Time to Bench the Equity Benchmark Too?
by Patrick Rudden, AllianceBernstein While fixed-income investors are growing increasingly aware of the risks of benchmark-oriented bond portfolios…
William Smead: Dow Changes as a Contrary Indicator
by William Smead, Smead Capital Management The folks who select the companies in the Dow Jones Industrial Average…
Jim Grant Defines Deflation
Authored by Jim Grant of Grant's Interest Rate Observer, A derangement of money or credit, a symptom of…
Guest Post: Yellen In, Syria Done, 8 Risks That Remain
Submitted by Lance Roberts of Street Talk Live blog, It was quite a busy weekend for breaking news…
James Paulsen: Investment Outlook (September 13, 2013)
Where’s the Juice ... for Economic Growth? by James Paulsen, Wells Capital Management Most conventional U.S. policies have…
Russia is Tough to Love, Easier to Hate, Hard for Investors to Ignore. Here's Why
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Russian President Vladimir Putin created a stir…
The Economy and Bond Market Radar (September 16, 2013)
The Economy and Bond Market Radar (September 16, 2013) Treasury yields fell modestly for the week with the…
Gold Market Radar (September 16, 2013)
Gold Market Radar (September 16, 2013) For the week, spot gold closed at $1,326.39, down $65.51 per ounce,…
El-Erian: What's Happening To Bonds And Why?
by Mohamed El-Erian, originally posted at PIMCO, To say that bonds are under pressure would be an understatement.…
When Rates Rise – What Happens if Rates Rise Another 100 BPS?
by Tom Brakke, Research Puzzle Continuing the celebration of the return of a tablet, here’s another edition with…
Get Ready for “Taper Lite”: 3 Signs the Labor Market Isn’t Picking Up
by Russ Koesterich, Portfolio Manager, Blackrock Friday’s nonfarm payroll report was probably the most anticipated economic report in…
Why the Credit Market Matters to US Equities – Financials Rolling Over Relative to Broader Markets
From a fundamental point of view, stock prices can advance for two reasons. Either earnings rise, or the…
Guest Post: Why Europe (Not The Fed) Is Crushing Emerging Market Economies
Authored by Daniel Gros, originally posted at Project Syndicate, Emerging markets’ currencies are crashing, and their central banks…
