viernes, 27 de diciembre de 2013

Today’s articles on Macro View

Editors' Picks

Have Index Funds Become Too Popular? by Larry Swedroe

Market Outlook

J.P. Morgan Funds: Tapering On Its Own Is Meaningless To Emerging Markets by J.P. Morgan Funds

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

SPY: Fed 1, Bears 0 - Why 'Tapered' Quantitative Easing Will Still Drive The Market Higher by Timothy Clarke

Valuations And Inflows On The Eve Of 2014 by Kevin Flynn

Have Index Funds Become Too Popular? by Larry Swedroe

AAII Sentiment Survey: Optimism Near A 3-Year High by AAII

Stocks Poised To Drift Higher by Chris Ciovacco

What Is This Commotion About Randomness In Financial Markets? by Netwall

The Party Is Over For Low Interest Rates Globally by James Montes

Has The Market Lost Its Mojo? by Lowell Herr

Gold & Precious Metals

2013 Third Quarter All-In Gold Mining Costs: Numbers Suggest Miners Are High Grading Their Mines by Hebba Investments

The Strategic Case For Gold As An Investment by CFA Institute Contributors

Commodities

Commodities Today: Commodity Winners For 2014 by Matthew Smith

5 Best-Performing Commodities Of 2013 by Hard Assets Investor

Economy

Rail Traffic Continues To Show Positive Economic Signs by Cullen Roche

Initial Jobless Claims Drop by Bespoke Investment Group

New Jobless Claims At 338K, A Big Drop From Last Week by Doug Short

A Timely Decline In New Jobless Claims by James Picerno

Britain's Ascendancy And Europe's Decline by James Picerno

Forex

The Australian Dollar And Japanese Yen Enter 2014 Joined At The Hip - A Split Could Be Telling by Dr. Duru

Making Friends With The U.S. Dollar by Financial Sense

Why, Abe? by Marc Chandler

USD/CAD - Loonie Holds Firm After Strong U.S. Unemployment Claims by Dean Popplewell

GBP/USD - Strong Gains After Positive U.S. Unemployment Claims by Dean Popplewell

AUD/USD - Little Movement Ahead Of U.S. Unemployment Claims by Dean Popplewell

Demographics

Individual Bullish Sentiment Back Above 50% by Bespoke Investment Group


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