MorningWord 1/13/12: The SPX continues it’s ever so gradual march towards 1300, even as it felt like we were poised to take a breather yesterday, the markets remain very resilient in the new year. The …
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Federal Reserve Contact reports from the twelve Federal Reserve Districts suggest that national economic activity expanded at a modest to moderate pace during the reporting period of late November through the end of December. Seven …
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Five Macro Themes and Three Investment Ideas for 2012 By Jay Pelosky A recent investment outlook roundtable was the catalyst for some big picture thoughts, five current themes, and several new investment ideas. Steady as she …
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There’s been a lot of talk this morning on the massive percentage of of the December job growth shown this morning amongst the “Couriers and Messengers” portion of the report. This is one of those …
Continue readingIt looks like we’ll finally get a week where U.S. market watchers can focus more on U.S. economic data and Fed policy than their counterparts in Europe. Dan and I don’t think the news out …
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NYT BRUSSELS — Europe’s economic outlook received a fresh dose of gloom Thursday, when the European Commission warned that the Continent’s economies were stalled and faced the risk of a double-dip recession. The commission’s latest …
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WSJ The Yield on the benchmark 10-year bund fell to a record low Monday, while Italian yields rose on fears the government’s commitment to austerity and reform is weakening, and investors questioned the European Central …
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WSJ Economics: 7:00 a.m. ET: We get weekly mortgage-applications data from the Mortgage Bankers Association. Low rates, no takers. 10:00 a.m.: Wholesale sales and inventories for June. I fell asleep for a moment there. 10:00 a.m.: …
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The markets were in bloodbath mode today. Alot of pain out there obviously. With that said, it’s interesting to look at last Summer’s sell-off as a test run of this Summer’s. Here’s an interesting take …
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Oil: We’ve been distracted by the shiny object of gold, but black gold is taking it even worse. Nymex crude is down 4.6% to $87.74 a barrel, the lowest since February. The energy sector is, …
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