viernes, 22 de noviembre de 2013

Today’s articles on Macro View

Market Outlook

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

Zynga Still Hasn't Proven Enough, Monster Beverage International Issues, And What's Next For The Market by The Oxen Group

Year-End 2013: An Average Bull Market Year by Brendan O'Boyle

Supply And Demand Continues To Support Bullish Case For Stocks by Chris Ciovacco

AAII Sentiment Survey: Optimism At Lowest Level Since August by AAII

Inflation Is Dead, Long Live Deflation by Jeroen Blokland

The Profit Debate Rages But Read This First by Alan Hartley

Fall 2013 Snapshot Of Expected Future S&P 500 Earnings by Ironman at Political Calculations

Today's Market: Update On How To Play 3-D Printing Stocks by Matthew Smith

New Stock Market Records: Signs Of A Bubble? by Brad McMillan

Daily State Of The Markets: Understanding The Cliché - It's Not The News... by David Moenning

Gold & Precious Metals

Silvercorp Without The Soap Opera by Itinerant

1,000 Tons, 1,200 Tons Or 1,750 Tons?: How High Are China's Real Gold Imports? by Lawrence Williams

Gold - How Many Times Can It Be Sold on the Same 'Taper' Rumor? by Pater Tenebrarum

Commodities

Plenty Of Opportunities Still Left In International Junior E&Ps: Amin Haque by The Energy Report

Natural Gas Poised To Hit $4 As Cold Weather Sends Inventories Into A Deficit by Hard Assets Investor

Stefan Ioannou's 3 Things To Look For In 3 Base Metal Plays by The Gold Report

Coal Is The Future (Part 2) by Zoltan Ban

Commodities Today: Copper And Copper Stocks Appear To Be Buys by Matthew Smith

The Other 'Oil' Companies by Ned W. Schmidt,CFA

ConocoPhillips: Jasmine Wells Most Prolific In The Corporation by Michael Fitzsimmons

Economy

The Fed And The Economy: 'Don't Shoot Until You See The Whites Of Their Eyes' by Scott Minerd

Monetary Base Says Buy Bonds Sell Stocks by John Early

France's Wake Up Call by Remy Raisner, CFA

Philly Fed Weaker Than Expected by Bespoke Investment Group

Is Zero Bound The 'Real Problem?' by Scott Sumner

Producer Price Index: Headline Inflation Falls, Core Rises by Doug Short

The Decline In Jobless Claims Accelerates by James Picerno

Why GDP Growth Isn't Going To Be 3% Next Year In The United States by Matthew Salter

Deflation Is Crushing QE Right Now by Asia Confidential

New Jobless Claims At 323K, Well Below Forecast by Doug Short

Federal Reserve May Increase QE To $1.5 Trillion by Mariusz Skonieczny

Rebalancing 'Mistakes' by James Picerno

Jobless Claims Better Than Expected by Bespoke Investment Group

Lowest Inflation In 50 Years (Ex-Great Recession) Helps Wages, Jobs by Hale Stewart

The Shadow Knows The Fed Funds Rate by The Federal Reserve Bank of Atlanta

Are We Hooked On QE? by Shareholders Unite

Forex

Dollar Mixed On Day And Week Amid Much Noise Around Constant Signal by Marc Chandler

Loonie Drops As U.S. Unemployment Claims Shine by Dean Popplewell

Bitcoins, Dollars And Renminbi by Marc Chandler

Central Banks Force Massive Forex Position Adjustment by Dean Popplewell

Real Estate

Are REITs Undervalued? by Michael Nau


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