jueves, 28 de noviembre de 2013

Today’s articles on Macro View

Editors' Picks

Market Timing Report: Rough Waters Ahead by Bradley Lamensdorf

Let The Dust Settle Around Alacer Gold by Itinerant

Market Outlook

Market Timing Report: Rough Waters Ahead by Bradley Lamensdorf

Inflation And Dividend Adjusted S&P 500 Performance by Don't Quit Your Day Job

It's A Bull Market, Oh My! by Arne Alsin

Passing The Wall Of Worry by Scott Minerd

Is A Stock Correction About To Catch Complacent Bulls By Surprise? by Chris Ciovacco

Only EPS Growth Can Take The Froth Out Of This Market by Jim Kelleher

Today's Market: Why Banks Won't Charge For Deposits by Matthew Smith

Why South Africa Is Struggling To Match Sub-Saharan Africa's Growth by QFinance

Gold & Precious Metals

Physical Silver: How To Stack With Stealth by Biz Bluetree

Thoughts For Those Who Buy Or Bought The Precious Metals Thesis by Emmet Kodesh

Let The Dust Settle Around Alacer Gold by Itinerant

What It Really Costs To Mine Gold: The Yamana Gold Third-Quarter Edition by Hebba Investments

Chinese Gold Imports From Hong Kong Surge To Over 130 Tonnes In October: No Bear Market For Gold In China by Hebba Investments

Commodities

Oil Supply Overflowing by Wall Street Strategies

Agrium And Potash Corp. Are Good Long-Term Investments, But Not For Now by Big Alpha Research

Potash And Phosphate Inventories Still Above Year Ago Levels Despite Falling Prices by The Mays Report

Commodities Today: Natural Gas Stocks To Buy To Play Rally by Matthew Smith

Energy Inventories Rise More Than Expected by Bespoke Investment Group

Economy

The Bond Market Won't Allow An End To QE Any Time Soon by Tom Lindmark

The Fed Creates A New Germany Out Of Thin Air by Eric Parnell

Economic Forecast After The Federal Reserve Starts To Taper by Dr. Dr. Bill Conerly

Are Emerging Markets Reemerging? by Russ Koesterich

New Concerns About Long-Term U.S. Slowdown At The Fed by John M. Mason

Understanding The Rise Of China by Frank Holmes

Chicago PMI Stronger Than Expected by Bespoke Investment Group

A Pair Of Positive Macro Reports On Thanksgiving Eve by James Picerno

Chicago Fed: Slower Economic Growth In October by Doug Short

Claims Back On Track by Calafia Beach Pundit

October Durable Goods Orders Disappoint by Doug Short

Fed Talks About Price-Level Targeting by The Inflation Trader

Puerto Rico: Prudent Policies Won't Solve Competitiveness Deficit by Joan Feldbaum-Vidra

Howard Marks: This Is Not A Bubble by Cullen Roche

Forex

USD/JPY - Dollar Tops 102 After Solid Unemployment Claims by Dean Popplewell

EUR/USD - Thin Trading Ahead Of U.S. Holiday by Dean Popplewell

Dollar Soft, Licking Wounds by Marc Chandler

British Pound Breaks Out As GDP Further Confirms Momentum Of UK Recovery by Dr. Duru

GBP/USD - Strong British GDP Boosts Pound by Dean Popplewell

USD/CAD - Strong Greenback Pushes Above 1.06 by Dean Popplewell

AUD/USD - Aussie Drops Below 0.91 As U.S. Unemployment Claims Shine by Dean Popplewell

Real Estate

Is The Latest Rise In Housing Permits A Sign Of Things To Come? by James Picerno


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