jueves, 25 de julio de 2013

Today’s articles on Macro View

Market Outlook

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

Get Ready For An Electric Week by Kevin Flynn

Apple Inc. Boosts Tech ETFs, But Summer Rally May Be Waning by David Fabian

S&P 500 - Target 2000: The Wheels Are About To Come Off by The Other Street

Fed Haunted By Past Overconsumption by Chris Ciovacco

Secular Signals Remain Very Bullish, Cyclical Signals Slightly Less So by John Overstreet

Earnings Beat Rate Picks Up by Bespoke Investment Group

All Or Nothing Days Grind To A Halt by Bespoke Investment Group

The Fed's Taper Timing: First Steps In September, Flexible Thereafter by Jim Kelleher

A Likely Win-Win Acquisition For All Technology Parties Involved by Brian Nichols

Today's Market: Earnings Continue To Push These Names Higher by Matthew Smith

Gold & Precious Metals

Another 144 Tonnes Added To The SLV Trust Is Bullish For Silver by Tim Iacono

My Quick Take On Gold As An Investment, A Currency And Money by Cullen Roche

Gold To Rally? 'No' Says India by Richard Cox

Commodities

Natural Gas, Tropical Storm Dorian And Orange Juice by James Roemer

RINs And Biofuels Dominate Valero Conference Call by Robert Wagner

Gold, Silver, Natural Gas And Oil - Shifting In The Next 3 To 6 Months by EnergyProfitProphet

Grain Prices Collapse Should Continue With Ideal August Weather by James Roemer

Iraq Is Still A Game Changer, And OPEC Should Be Scared by Morningstar

Crude Oil Inventories Drop Again by Bespoke Investment Group

Selling These Eagle Ford Properties For $2 Billion Is A Highly Unrealistic Scenario by Value Digger

Commodities Today: Oil The Driving Force Behind Recent Gains by Matthew Smith

Economy

A Mixed Bag From Housing by Vahan Janjigian

A Quick Thought On Municipal Bankruptcy by The Inflation Trader

PMI Data Shows That Manufacturing Sector Grew At A Faster Rate In July by James Picerno

The Times They Are A-Changin' - Will (Fiscal) History Repeat Itself? by iMFdirect

Don't Send Summers To The Fed by Felix Salmon

Macro-Markets Risk Index Shows Continued Stabilization Following Rough June by James Picerno

Interest On Excess Reserves Isn't Keeping Inflation Low by Cullen Roche

Norway Is A Junkie, And Oil Is Its Heroin by Pater Tenebrarum

Market Update - Chinese And Japanese Economic Reports by Emerging Money

Global PMI Surveys - Mixed Signals by Pater Tenebrarum

The Fed's Twinkie Defense by Harold L. Vogel

Deflation Is The Real Risk To the U.S. Economy by Hale Stewart

Risk Management For Estimating Recession Risk by James Picerno

Things Never Stay The Same Redux by John M. Mason

Previewing The Bad News That's Likely To Complicate The Debt Ceiling Battle by Cyniconomics

Forex

Euro Data Hard To Please, Follow The U.S. Yield by Dean Popplewell

Global Leaders Assure Markets Need Not Worry by Ralph Shell

Why There Won't Be A Strong Dollar Even If The Financial Establishment Thinks So by George Dorgan

Real Estate

Word From Lancaster, CA: This Recovery Is For Real by Dr. Duru

No Respect For Great Housing Results by Wall Street Strategies

New-Home Sales Hit 5-Year High, Homebuilders Struggle by Bespoke Investment Group

Gafisa Revisited And Restructured by John Gilluly

New-Home Sales: May 2013 by Sold At The Top

Reading Rates: MBA Application Survey - July 24, 2013 by Sold At The Top

Why The Housing Market Is An Accident Waiting To Happen: Part 3 by Dave Kranzler


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