viernes, 2 de agosto de 2013

Today’s articles on Macro View

Market Outlook

J.P. Morgan Funds: U.S. Equities - Tapering Expectations by J.P. Morgan Funds

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

Join The Party: Join The Bulls by Arne Alsin

Rising Interest Rates? What Value Investors Are Doing by Patient Value

Bullish Sentiment Drops For 3rd Straight Week by Bespoke Investment Group

Bullish Trifecta Says Stocks Can Move Higher by Chris Ciovacco

Daily State Of The Markets: A Really, Really Bad Idea by David Moenning

AAII Sentiment Survey: Neutral Sentiment At An 8-Year High by AAII

Today's Market: 5 Stocks Moving On Earnings And News by Matthew Smith

Revenue Growth And Raised Guidance Are Critical For Bulls by Scott Martindale

Secular Bull And Bear Markets by Doug Short

Commodities

Stay Short Or Neutral On Natural Gas As Prices Fall To $3 by Hard Assets Investor

Top Stocks For A Uranium Price Rebound: David Talbot by The Energy Report

Banning Banks From Owning Commodities Won't Lower Prices by Hard Assets Investor

Frack Baby Frack by Michael Shulman

Shale Gas Developments Internationally And The Liquefied Natural Gas Global Trade (Part 1) by Value Digger

Bakken Flooding Update - Not The Big One, But Bakken Activity Was Disrupted By Weather by Josh Young

USDA Weekly Exports: Net Corn Sales Make A Comeback by T. Marc Schober

Nearly Perfect Pollination by T. Marc Schober

Commodities Today: Earnings Moving Stocks And Potash Names Still Under Pressure by Matthew Smith

Economy

No Signs Of Deflation In The Dollar, Gold, Or Commodities by Calafia Beach Pundit

Jobless Claims Drop To 5 And A Half Year Low by Bespoke Investment Group

ISM Manufacturing Index Surges Above Expectations by Doug Short

U.S. Nonfarm Private Payrolls: July 2013 Preview by James Picerno

U.S. GDP Grows 1.7% In Q2, Beating Expectations, But Earlier Quarters Revised Down To A Crawl by Ed Dolan

Jobless Claims Beat Consensus, Drop 19K To 326K by Doug Short

The Safest Way To Bet On A Rebound In Europe by Lou Basenese

ISM Manufacturing Spikes To Highest Level Since June 2011 by Bespoke Investment Group

A Decent Manufacturing Report Trumps QE by Calafia Beach Pundit

South Korea: Big Improvement In GDP by Hale Stewart

Definitively Positive Economic News Drives Stocks Broadly Thursday by Markos Kaminis

Draghi Said by Marc Chandler

The Fed's Balance Sheet by Scott Minerd

An Old Forecast Gets A New Close-up... Again by James Picerno

Visualizing The GDP Revision by Ironman at Political Calculations

Redacted Version Of The July 2013 FOMC Statement by David Merkel

Real Estate

The New Housing Boom In Perspective by Cullen Roche

Construction Spending: June 2013 by Sold At The Top


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