Overreaction Corrected, Fresh Look after US Jobs
With Japanese markets closed for a 4-day weekend, it was up to Europe to correct the overreaction to Draghi's comments yesterday. And correct they did, lifting the euro nearly a cent to almost $1.3140....
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Here Are The World’s Fastest And Slowest Growing Economies
Here’s our update of last November’s post of the world’s fastest and slowest growing economies ranked by 2013 GDP growth. The growth estimates and nominal GDP data are from the April IMF World...
View ArticleApril ETF Roundup: Launches, Filings And Closures
April was a month of economic reporting on all sides, and the majority of the market finished the month with strong returns. Disappointing ISM and labor data was seen both early and late in the month,...
View ArticleUS Employment Surprise, but is it Good Enough?
The US jobs report offered a pleasant surprise after the string of mostly disappointing data. Private sector employment rose 165k and the Feb and March series were revised up by 114k jobs. The 3-and...
View ArticleRapid Growth Markets Your Portfolio Needs
Establishing exposure to emerging market economies has gained traction in recent years, as investors embrace this corner of the wold for its lucrative growth opportunities. Though many of these...
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America's Entrepreneurial Culture Is Dying
Entrepreneurs start businesses that create lots of jobs and inject innovation into the US economy. Start-up America is our difference maker. Our edge.But something seems to be going wrong. In another...
View ArticleU.S. Employment Situation – April 2013
Nonfarm payrolls beat expectations, including some nice upward revisions. The data reverses the pessimism that was building about a summer swoon. The S&P500 couldn’t of had a better set-up going...
View ArticleEL-ERIAN: The Success Of Japan's Unprecedented Economic Experiment Lies Abroad
NEWPORT BEACH – After years of tweaks, Japan has now initiated a major shift in its policy paradigm, with reactions ranging from great optimism that the country may finally be lifted out of a...
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Hedge Funds Are Making A Killing On Japan
Just look at the top list. Mostly Japan-related.Please follow Clusterstock on Twitter and Facebook.Join the conversation about this story »
View ArticleWeekly Eurozone Watch – ECB Cuts
Key Data PointsGerman 10-year Bund 3 bps higher; France 5 bps wider to the Bund; Belgium 7 bps tighter; Ireland 25 bps tighter; Italy 27 bps tighter; Spain 27 bps tighter; Portugal 40 bps tighter;...
View ArticleDaily Interest Rate Monitor – May 3
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View ArticleU.S. Equity Sector ETF Weekly Performance – May 3
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View ArticleStratfor: Mexico’s Drug War and Booming Economy
Stratfor Founder and Chairman George Friedman looks at significant changes in Mexico’s policy toward the drug cartels and the economy following U.S. President Barack Obama’s two-day visit to the...
View ArticleDaily ETF Roundup: IAK Jumps On AIG Earnings, DBB Pops On Copper Rally
Following a better-than-expected labor report, U.S. equities ripped higher, with the Dow Jones Industrial Average rising above 15,000 and the S&P 500 topping the 1,600 level during the session....
View ArticleToo Much Debt And Too Little Savings Continue To Be The Major Problems
It has long been our underlying thesis that the huge amount of household debt accumulated during the housing boom would inhibit consumer spending and economic growth for some time to come, and this is...
View ArticleBeyond Gold: 4 Reasons to Think Energy
By Russ Koesterich, CFA iShares Global Chief Investment Strategist While the selloff in gold has dominated headlines lately, another commodity – oil – has also experienced price declines in recent...
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GARY SHILLING: There Are 6 Realities We Live With In This Age Of Deleveraging
In Part III of my series of reports from the 10th annual Strategic Investment Conference, presented Altegris Investments and John Mauldin, the question of how to invest during a deleveraging cycle is...
View ArticleMay 2013 Edition Of ETF Edge Now Available
The May 2013 issue of ETF Edge, the premium monthly ETF Newsletter, is now available to ETFdb Pro subscribers. This issue includes a look back at a choppy month on Wall Street, covering all new product...
View ArticleThrough the Looking Glass into Public Pension Accounting
The Economist has an interesting piece in Buttonwood this week about how U.S. public pensions do their accounting. Basically, they discount their liabilities using the expected return on their assets....
View ArticleCurrency Positioning and Technical Outlook: Heavy Dollar Looks Likely
There are several incremental additions to our information set from developments over the past week. The US manufacturing sector is stalling, with the ISM at new four month lows, and the sector failed...
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