viernes, 17 de mayo de 2013

Today’s articles on Macro View

Editors' Picks

Beware Of Long-Term Damage From Stock Market Bubble Forming Now by James A. Kostohryz

Market Outlook

Beware Of Long-Term Damage From Stock Market Bubble Forming Now by James A. Kostohryz

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

S&P 500: 4 Day Rally Snapped; Blame The Fed by Doug Short

Market Rally A Function Of Liquidity And Speculation by Economics Fanatic

More Bad News Is Good News For Bulls by David Fry

S&P 500 Would Not Be Overextended At 1800 This Year-End by Joseph Meth

AAII Sentiment Survey: Slightly Less Optimism And Slightly More Pessimism by AAII

Good News: Stocks Will Be Cheap Forever by George Kesarios

Abenomics For Europe by Scott Minerd

Time To Show Optimism For Stocks by Bijoy Sinha

What Equity Bubble? This Bull Run Has Only Just Begun by Fund Gurus

Treasury Yields Rising Makes Mockery Of QE Exit Talk by AlphaVN Research

The Dow Hits All-Time Highs, But The Truth Is It Remains Cheaply Valued by Chuck Carnevale

Today's Market News To Trade On: 5 Stocks Moving On News by Matthew Smith

Gold & Precious Metals

Digging Into The First Quarter Gold Demand Report by Vladimir Zernov

Japanese Rates Influencing Gold by Chris Ridder

The Sell-Off In Gold Has Become Plain Silly by Dave Kranzler

Will Silver And Silver Wheaton Keep Falling? by Lior Cohen

Orders For Gold Go Unfilled In Asia by Russ Winter

Exposure To Country Risk: The Harmony Gold Edition by Itinerant

Gold And Bitcoin: The Currencies Of The Future - James Turk by The Gold Report

Gold Going To $500? by Robert Wagner

New Gold: Acquisitions And Increasing Debt, A Timely Mistake? by Jeff Williams

The Future For Gold Supply Looks Grim: An Opportunity For Gold Investors by Hebba Investments

Commodities

Mild Weather Makes Big Natural Gas Build Look Worse Than It Was, Prices Dip Below $4 by Hard Assets Investor

Commodity Markets On The Skids As World Climate Normalizes by James Roemer

5 Commodity Stocks Moving On News by Matthew Smith

Economy

Have We Solved Our Fiscal Problems? by Felix Salmon

A Long Term Look At Inflation by Doug Short

Now It's Really Time For A Flat Tax by James Picerno

Busy Data Day by Tim Duy

The Myth Of Liquidity And Bubbles In Financial Markets by Antonio Fatas

Abenomics And The Supply Of Safe Assets by David Beckworth

Rail Traffic Continues To Soften by Cullen Roche

Weekly New Unemployment Claims: 360K, About 30K More Than Forecast by Doug Short

Asia And The Future Of Finance: Restoring Trust Is An Urgent Task by CFA Institute Contributors

Labor Costs, Inflation Expectations And The Affordable Care Act: What Businesses Are Telling Us by The Federal Reserve Bank of Atlanta

A Japanese Recovery? by Scott Sumner

Data Dump - More Weak Economic Data by Cullen Roche

Lumping Everything Into The Wealth Effect by Tim Duy

Initial, Continued, And Extended Unemployment Claims - May 16, 2013 by Sold At The Top

The Philly Fed Business Outlook Survey: May 2013 by Sold At The Top

Poor New York, Sinatra Would Sing A Different Tune Today by Markos Kaminis

April Consumer Deflation Boosts Real Wages And Sales by Hale Stewart

April's Pinch Gets A Bit Tighter by James Picerno

Jobless Claims Rise More Than Expected by Bespoke Investment Group

Fed Policy Risks, Hedge Funds And Brad DeLong's Whale Of A Tale by Cyniconomics

Hauser's Law At Work In Spain by Ironman at Political Calculations

Forex

AUD/USD, How Far Can It Fall? by FXstreet

An Aussie Spanking Is Preferred Over A Timid Euro by Dean Popplewell

Japanese Bond Yields: From Wild Turkey To Cold Turkey? by Oriental Trader

Aussie Smack Down by Marc Chandler

Real Estate

Be Very Afraid: Higher Rates Killed Mortgage Activity by Markos Kaminis

Weak Housing Starts? Permits Are A Better Indicator by Calafia Beach Pundit

New Residential Construction Report: April 2013 by Sold At The Top


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