Richard Russell's picture

These are four of the biggest threats to the bull market. According to Hugh Johnson Advisors, first is the threat of oil skyrocketing over the turmoil in the Middle East, and natural gas prices soaring as Russia retaliates over U.S. and European trade sanctions.

Clif Droke's picture

There are some analysts out there who maintain that the precipitous decline in commodity prices this year bodes ill for the stock market. Witness for example the dramatic drop in the price of corn.

Cris Sheridan's picture

One of the great questions being debated right now is how will the market react once QE3 ends this October. Those who believe asset prices (namely stocks, bonds, and real estate) are being supported by the Fed, and not by underlying economic growth, expect a correction or worse once the Fed withdraws its support.

Bruce Krasting's picture

The 2014 Social Security report to Congress is finally out. The report was released four-months later than permitted by law; this is the sixth year in a row that the Report has been late. The word ‘sloppy’ comes to mind; Treasury Secretary Lew gets a ‘D’ for timeliness.

Michael Shedlock's picture

Sanctions are a lose-lose-lose game. Consumers lose, businesses loses, countries lose. And the hypocrisy alone is appalling.

Tim Iacono's picture

The Commerce Department reported that the U.S. economy expanded at a rate of 4.0 percent in the second quarter, well above the consensus estimate of 3.0 percent, and the contraction during the first quarter was revised up from a -2.9 percent rate to -2.1 percent.

Doug Short's picture

The Latest Conference Board Consumer Confidence Index was released this morning based on data collected through July 17. The headline number of 90.9 was an improvement over the revised June final reading of 86.4, an upward revision from 85.2.

Sheraz Mian's picture

Earnings remain front and center in today’s session even as we move into the second half of the Q2 reporting season, which has broadly offered a positive and reassuring picture of corporate profitability.

Axel G Merk's picture

While we are busy arguing whether the Fed’s exit will consist of rising rates, reverse repos or the trimming of its massive portfolio, the Fed may well be fooling all of us. Investors must have been swallowing lots of blue pills not to see the illusion hiding in plain sight.

Global Risk Insights's picture

BRICS countries have launched the New Development Bank with the aim of boosting infrastructure investment. The new bank may not become a key lender in the world economy but could challenge Western development policy.

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