Market Observations on the Economy

Cris Sheridan's picture
Cris Sheridan
07/30/2014 - 17:51
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...
Chris Puplava's picture
Chris Puplava
07/25/2014 - 15:49
There are many successful investors who have accumulated decades of experience and have drilled down their pearls of wisdom to insightful lists. One such list, or ten rules to remember, comes from legendary investor Bob Farrell who spent decades at...
Cris Sheridan's picture
Cris Sheridan
07/24/2014 - 15:56
The year 2016 will see a number of important events: the US presidential election, the Summer Olympics, and, according to a growing number of market analysts, another financial crisis.
Chris Puplava's picture
Chris Puplava
07/23/2014 - 16:03
Given how well the credit markets warned of the last two major turning points in the market I respect the message of the credit markets over the stock market when the two do not confirm each other, as they are currently.
Thomas J Smith CFA's picture
Thomas J Smith CFA
07/22/2014 - 10:01
A spike in energy prices and sharply higher interest rates have been two of the leading causes for pullbacks in the past. Also, we need to pay close attention to quarterly earnings, which are currently coming in on the strong side.
Matthew Kerkhoff's picture
Matthew Kerkhoff
07/21/2014 - 08:47
The answers to two looming questions are becoming clearer: Why have interest rates fallen? And is China actively trying to rid itself of exposure to the dollar?
Chris Puplava's picture
Chris Puplava
07/16/2014 - 14:47
Once an economic recovery picks up steam and inflationary pressures begin to rise, the market's reaction function "switches polarity" and incoming economic data is now interpreted as a negative market signal because it means there is a greater...
Michael Shedlock's picture
Michael Shedlock
07/10/2014 - 09:57
Real estate is well back in bubble territory in some places, notably California. It won't end any differently this time for the buyers, but at least banks will not be on the hook for all of the loans.
Thomas J Smith CFA's picture
Thomas J Smith CFA
07/08/2014 - 13:00
It is curious that for many the biggest fear right now is that prosperity will break out. For much of the bull market people have lamented the lack of jobs growth or growth of any other type for that matter.
Chris Puplava's picture
Chris Puplava
07/03/2014 - 14:41
The U.S. economy is building momentum in both the service and manufacturing sector, which is clearly visible no matter where you look, and June’s employment report is a perfect example.

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