miércoles, 26 de junio de 2013

Today’s articles on Macro View

Market Outlook

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

Oxen Outlook: Buy Oracle And Anheuser-Busch by The Oxen Group

When Yields Rise, Stocks Rise ... For A While by Jim Kelleher

S&P 500 Stock Dividend Yields Vs. 10-Year Treasury by Bespoke Investment Group

4 Things To Watch As Quantitative Easing Ends by Chris Lau

Holy Cow, It's Time To (NOT) Panic by Ryan Perlowin

Sell Europe, Buy Gold: The Fed Won't Taper For Long by Vine Investor

Today's Market: Investors Rebalancing Portfolios by Matthew Smith

Daily State Of The Markets: All About The Bonds? by David Moenning

Gold & Precious Metals

Ganging Up On Gold by Pater Tenebrarum

Gold Is Approaching The Bottom by Prudent Finances

Mag Silver - 2 Sides To A Coin by Itinerant

Summer Rest For The Gods Or For Gold? by Hard Assets Investor

Why QE Was Never Bullish For GLD And Why The Taper Will Hurt It Further by Nick Abe

Silver Miners: What Will It Take For A Turnaround? by Northrop Puckett

Changes In The Silver Market: Part 1 by Hard Assets Investor

PALL Vs. GLD: Palladium, The Wise Man's Gold? by Kellie Peterson

Fed Meeting Did Not End Gold Bull Market by Sam Kirtley

Commodities

The Shifting Dynamics Of The WTI-Brent Spread by Philippe Casey

Global Weather Patterns Remain Mostly Bearish For Commodity Prices by James Roemer

Nurse Copper: Checking The Global Economy's Temperature by Matthew Bradbard

Jim Rogers: I Bought More Gold, Bull Market Far From Over by Hard Assets Investor

Commodities Today: The Good, The Bad, And The Truly Ugly by Matthew Smith

What Can We Expect From Oil Stocks In The First Full Summer Month? by The Oxen Group

The Emerging Liquefied Natural Gas Global Trade Meets The Greek Shipping Industry by Value Digger

Economy

Economic Recovery: Thumb In The Keynesian's Eyes by Gary Jakacky

Durable Goods Orders In May Better Than Expected by Doug Short

The Savings Rate Becomes A Key Wildcard With Higher Interest Rates by Dr. Duru

China's Shadow Banking And Liquidity Squeeze Explained by Marc Chandler

Sovereign Default Risk For Problem Areas by Bespoke Investment Group

Putting Higher Interest Rates In Perspective by Calafia Beach Pundit

Can The Taper Matter? Revisiting A Wonkish 2012 Debate by Rortybomb

This Little-Known Fed Index May Be Signaling Recession by StreetAuthority

Getting Back To Normal? by The Federal Reserve Bank of Atlanta

1% Increase In Interest Rates: Necessary But Not Sufficient For Recession by Hale Stewart

'You're Not An Economist' by Cullen Roche

Is Tapering Tightening? Fed Policy In 2 Charts by Donald Marron

Will Carney Light Fireworks At Bank Of England? by AllianceBernstein

Rising Long-Term Rates Are Usually A Bullish Indicator by Scott Sumner

Case-Shiller House Price Index And Change by Marc Chandler

Market/Economic Analysis: Australia by Hale Stewart

Forex

Dollar Bulls Still In Charge by Marc Chandler

Trade Idea: Buy EURCHF Below 1.22 by Sean Bellamy McNulty

Europe: Your Rope by Marc Chandler

Real Estate

Sell On Strength: The Housing Stock Burst Was On Dated Data by Markos Kaminis

The Case-Shiller Home Price Charts Everyone Is Talking About by Bespoke Investment Group

Housing Fundamentals Contradict Mortgage Rate Hysteria by Wall Street Strategies

More Signs Of Strength In The Housing Market by Calafia Beach Pundit

S&P/Case-Shiller: April 2013 by Sold At The Top


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