viernes, 18 de octubre de 2013

Today’s articles on Macro View

Market Outlook

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

U.S. Averts Crisis For Now, But Will Investors Lose Faith? by Franklin Templeton Investments

Brace For Data Impact by The Inflation Trader

Back To Overbought by Bespoke Investment Group

Get Comfortable With The New Uncomfortable by David Zanoni

Profiting From The Shutdown Aftermath by Jeff Miller

How I Learned To Stop Worrying And Love The Bomb Debt And Associated QEternity by David Fry

How The Shutdown Caused An Information Fog by Matt Tucker

Housing Issues: A Continuing Drag On Consumer Spending by David I. Templeton

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

Sector Relative Strength By Market Cap by Bespoke Investment Group

Markets Pop On Weak Dollar Events by Chris Ciovacco

The Scariest Thing I've Ever Read About A Bank by Quoth the Raven

AAII Sentiment Survey: Optimism Jumps To A 3-Month High by AAII

Insurance For A 'Wonderland' Market by Gary Tanashian

Today's Market: Financials To Buy For The Year End Rally by Matthew Smith

Daily State Of The Markets: Everything Will Be Back To Normal Now, Right? by David Moenning

Gold & Precious Metals

Gold: A 2 Million Ounce Order Executed? by Biz Bluetree

Private Equity Is Interested In Mining Stocks - You Should Be Too by Marty Popoff

Since Losing The Peg, Gold Has Outperformed Stocks Except For The Tech Bubble by Graham Summers

Gartman Sours On Gold: He's Right For Now by Douglas Ehrman

Silver's Summer Rally Fizzles Out by Bob Kirtley

Thibaut Lepouttre: Juniors That Can Deliver The Goods by The Gold Report

Speculating In Mining Stocks For The Next $100 In Gold by George Kesarios

Wrong About Gold Again? by Bachar Samawi

Maximizing Returns In An Uncertain Mining Market: Tom Szabo by The Gold Report

Why The Price Of Silver Will Recover And How To Play The Rebound by Steve Nicastro

Commodities

How Edward Guinness' Alternative Energy Portfolio Climbed 67% In 1 Year by The Energy Report

Natural Gas Fundamentals Looking Dismal Until 2015 by Hard Assets Investor

Permian Basin: Is ConocoPhillips' Position Being Overlooked? by Michael Fitzsimmons

Commodities Today: The Must Own Names In Energy by Matthew Smith

Economy

Reading The Chinese GDP Tea Leaves by Christopher Balding

Here Comes The Data by James Picerno

Again, The Taper Isn't Coming Any Time Soon by Cullen Roche

Rail Traffic Continues To Point Towards Economic Growth by Cullen Roche

Philly Fed Stronger Than Expected by Bespoke Investment Group

Evidence On The (Limited) Power Of Exchange Rates by Antonio Fatas

Debt Deal Changed Everything And Nothing by Patrick J. O'Hare

Macro-Markets Risk Index: 10.4% by James Picerno

Jobless Claims Rise More Than Expected by Bespoke Investment Group

Is A Large Wealth Grab On The Way? by Pater Tenebrarum

The Next Debt Default Is America's 4th, Not 1st Time: Therein Lies A Treasury Trade. by Avery Goodman

Debt Deal A Blow To QE Tapering - USD In A World Of Pain by Yohay Elam

The U.S. Is Back In Recession by Graham Summers

New Jobless Claims Were Higher Than Expected by Doug Short

A Small But Positive Bit Of Progress On Jobless Claims by James Picerno

The Delusion Of Victory And The Damage Done by Hale Stewart

Forex

9 Signs That China Is Making A Move Against The U.S. Dollar by Michael T. Snyder

Taking A Hard Look At The Dollar by Paul Nathan

New Zealand Dollar Is A Buy As The Strongest Major Currency by Nicholas Pardini

Paying The Piper: Cost Of The U.S. Government Closure by Marc Chandler

Fiscal Deal: Dollar Bears The Brunt by Dean Popplewell

Real Estate

NAHB Sentiment Weaker Than Expected by Bespoke Investment Group


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