Market Observations on the Economy

Chris Puplava's picture
Chris Puplava
11/21/2014 - 09:14
Latest net foreign inflows to U.S. markets came in the highest on record as incoming data suggests U.S. economic growth to accelerate. The Russell 2000 and the junk bond market also appear to be stabilizing.
FS Staff's picture
FS Staff
11/19/2014 - 17:24
As outlined on January 11th, we believed this year would again defy bearish forecasts and see instead: a positive gain for U.S. stocks, a strengthening dollar, lower commodity prices, and improving U.S. economic growth. Here’s how things have played...
Chris Puplava's picture
Chris Puplava
11/18/2014 - 15:58
The US stock market has displayed a strong rally off the October lows and has seasonal tailwinds at its back. However, near-term caution may be advised since we are starting to see some negative divergences in market breadth and the credit markets,...
Chris Puplava's picture
Chris Puplava
11/14/2014 - 17:14
It's always a good idea to periodically take a look at what the foreign community is doing in terms of net US equity purchases. The reason lies in the fact that they tend to buy at tops and sell at bottoms and can serve as a contrary indicator...
FS Staff's picture
FS Staff
11/10/2014 - 15:25
Gary Dorsch of Global Money Trends expects the Dow and S&P 500 to hit 18,000 and 2100, respectively, between now and the end of January on strong seasonal market strength and a revived yen carry trade.
FS Staff's picture
FS Staff
11/06/2014 - 15:56
What would you say to the frequent criticism from listeners that you are too “Pollyanna” on the markets and the economy? Jim Puplava: "To be honest, I began to receive this criticism on a regular basis after I wrote The Great Reflation..."
Chris Puplava's picture
Chris Puplava
11/05/2014 - 17:00
While the U.S. economy remains strong and our stock markets have come roaring back to new all-time highs, investors should not get lulled into bullish euphoria. Europe remains a mess with serious risks of deflation and recession...
FS Staff's picture
FS Staff
11/03/2014 - 14:17
Consumer cyclicals and the financial sector typically breakdown before a major market peak, as we saw in 2000 and 2007. Today, they are still heading higher with the overall market and don't suggest the economy or the financial system is in any...
Bob Eisenbeis's picture
Bob Eisenbeis
10/29/2014 - 20:10
As expected, the FOMC ended its purchases of additional securities at the end of October. There are five noteworthy points in the statement this time. First, the FOMC painted the picture of a moderately growing economy...
Chris Puplava's picture
Chris Puplava
10/24/2014 - 13:35
There are times when the market needs to catch its breath after a strong run to adjust to a changing macro environment—this is one of those times. Last year’s near 30% run in the S&P 500 was sure to be a tough act to follow with the end of QE...

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