jueves, 27 de junio de 2013

Today’s articles on Macro View

Editors' Picks

The Market Multiple On The S&P 500 Can Be Explained: P/E Ratios Are Inversely Related To Future Federal Spending by Lance Brofman

Market Outlook

Death By Leverage by Market Shadows

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

History Says Don't Buy This Dip by Rico Kastilani

A Window To Go Long On Equities by Kevin Flynn

Higher Rates May Drive Equity Markets Higher by Robert Wagner

The Next Credit Driven Crisis by MA Capital Management

S&P 500 Sector P/E Ratios by Bespoke Investment Group

Upcoming Positive Catalyst For The Market by Paulo Santos

Strong Q2 And Q3 Expected For Semiconductor Equipment Companies by Robert Castellano

Possible Black Swan Events Developing In China by Robert Wagner

Confession Time: Money Printing Enthusiasts Should Admit The Obvious by Cyniconomics

Stocks And Bonds Spike On The 'Bad Is Good' GDP Revision - Don't Expect The Rally To Hold by Joseph Stuber

10-Year Yields Just Getting Started On Move To 3.5 Percent by Mark Meadows

Today's Market: Chinese Money Coming To America by Matthew Smith

Daily State Of The Markets: So, Is Good News Good Or Bad? by David Moenning

Gold & Precious Metals

Why I Own Gold by Axel Merk

The Slow Death Of Bitcoin And Gold by Robert Wagner

Precious Metals Drop: Blood In The Streets by Hebba Investments

Why Platinum Should Outperform Gold by Nico Inberg

Gold Sub-$1,000: Required Yield Theory Is Negative by Julian Van Erlach

Commodities

Why Oyu Tolgoi Probably Doesn't Mean Much For Copper by Amit Bilgi

Crude Oil And Gasoline Inventories Both Rise More Than Expected by Bespoke Investment Group

CBOT Wheat - Will $7/Bushel Again Act As A Floor? by Matthew Bradbard

The Convergence And Decline Of Brent And WTI Oil Futures by Robert Loftus

Commodities Today: Opportunities Even With Precious Metals Under Pressure by Matthew Smith

Economy

'When The Facts Change, I Change My Mind. What Do You Do, Sir?' by John M. Mason

The Czech Economy That Didn't Bounce? by Edward Hugh

The Bond Market Is Not Our Friend by Christopher Mahoney

Rural Economy Reaches 6 Month High by T. Marc Schober

Investors Get The 'Inside JOBS' Treatment by Jake Zamansky

Why Such A Large Downward Revision Of Q1 GDP Growth? by Ed Dolan

Why Japan Manufacturers Are Lovin' Shinzo Abe's Abenomics by MetalMiner

Blind Faith In The Fed Leads To Interest Rate Risk by Jeffrey Rosen

The Market Multiple On The S&P 500 Can Be Explained: P/E Ratios Are Inversely Related To Future Federal Spending by Lance Brofman

Forex

Dollar Mostly Softer, But Still Muted Reaction To Developments by Marc Chandler

EUR/USD: Key Day To Further Define Sentiment by FXstreet

Where Does Chancellor Merkel Really Stand? by Ralph Shell

Another Look At Japanese Stocks by Marc Chandler

Real Estate

Fundamentals Pointing To A Weak Housing Market by Katchum

Homebuilders Tumble: Should You Buy NVR? by Todd Campbell


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