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Wednesday, April 29, 2015

Today’s articles on Macro View


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Market Outlook

The Curse Of The 'Mini' Bubble: China's Period Of Worsening News by Harry Dent

China's New QE Program Could Be Trend Changing News by Volte-Face Investments

Margin Debt: A Variety Of Measures Suggest Caution by Lance Roberts

Wall Street Breakfast: Investors Await FOMC Statement, GDP Data by Wall Street Breakfast

Why 2015 Does Not Look Like Y2K by Russ Koesterich, CFA

Stocks, Fundamentals And Valuations by Pater Tenebrarum

5 Thoughts On Nasdaq 5,000 by Jeff Malec

What Is Hurting Equities In Egypt? by Andrew Sachais

If Liquidity Is Your Sword, Keep Swinging by The Inflation Trader

Horses Are Not Lazy: The Case For And Against The S&P 500 by ColoradoWealthManagementFund

Bear Market Hibernation End Nearing by Sean Butson, CFA

London Reinsurance Firms See Client Relevance As Key: Deutsche Bank by Steve Evans

Technical Tuesday: 2,100 Still The Line To Beat On The S&P by Philip Davis

If This Is A True Sell-Off In Biotech... by Bret Jensen

Today's Market: Pharma Companies Report Strong Results Despite U.S. Dollar Strength by Matthew Smith

Bull Trap? by Owen Williams

Gold & Precious Metals

Will Gold Sustain Above $1,200? by Rayman Partners

Picking Undervalued Gold Equities Akin To Picking Strawberries: Randall Abramson by The Gold Report

Is The Strong U.S. Dollar Coming Again? by Arkadiusz Sieroń

Commodities

Robert Rapier: Oil To Remain In $50-$70 Range Over Next Year Or Two by Financial Sense

Commodities Today: Could 'Big Oil' Surprise Investors This Quarter by Matthew Smith

Fundamentals In Coffee Continue To Favor Bears by James Cordier

U.S. Shale Producers Caught Between A 'Fracklog' And A Hard Place by Mercenary Trader

Can India Offset The Loss Of Chinese Steel Demand? by MetalMiner

Predicted Zinc Deficits Fall As Prices Rise by MetalMiner

Natural Gas Settles At 3-Year Low by EconMatters

Economy

The Operational Dominance Of Inside Money by Cullen Roche

Which Is It Paul: Natural Rate Or Not? by Cullen Roche

Irish Retail Sales Q1 2015 by Constantin Gurdgiev

U.K. Economic Growth Stutters To 2-Year Low by Markit

No, Successful Executives Are Not Qualified To Run The Federal Reserve by Cullen Roche

Irish Retail Sales: March 2015 by Constantin Gurdgiev

Robust U.S. Flash PMI Data For April Point To Buoyant Economy by Markit

U.S. Consumer Debt: Headwinds To Achieving A Step-Up In Growth by Manning & Napier

Dead Money U.S. Dollar; The OIS Transformation by Joseph Calhoun

Pop Macroeconomics by Scott Sumner

European Open - Greek Talks, U.S. GDP And Fed by Dean Popplewell

Poland Sells Bonds At Negative Yields by NYU Finance Society

Dead Money U.S. Dollar; The OIS Disappearance by Joseph Calhoun

Considering An Economic Slowdown by Brad McMillan

Why Investing In Japan Is Still A No-Brainer by Nicholas Vardy

Manufacturing Falls Apart In The Middle Of The U.S. by Wolf Richter

Close But Not There Yet: Getting To Full Employment In The United States by iMFdirect

Cautious Fed To Push Back On Rate Hike Expectations by Dean Popplewell

Econ Wrap-Up: Case-Shiller And Consumer Confidence by Wall Street Strategies

Q1 2015 - The Dollar Is King by Clark Capital Management Group

The Taylor Rule: A Benchmark For Monetary Policy by Ben S. Bernanke

Fed FOMC Preview: Investors Shouldn't Fret, No Major Moves Coming by APAC Investment News

Rising Home Prices Are Contributing To Inflation by Calafia Beach Pundit

New China QE Details Emerge, Stock Market Likely Beneficiary by Epoch Times

Japan Needs A Bigger Hole? by Joseph Calhoun

FOMC Is Bluffing, Prepare For QE4 And No Rate Hike (Video) by SchiffGold

Why Markets Are Manic- The Fed Is Addicted To The 'Easy Button' by David Stockman

Drug Patents: A New Hedge Fund Target by Willow Street Investments

What Will Happen To German Exports When The Euro Gets Stronger? by Michael Grogan

The First Rule Of Holes (A Rebuttal Against A Proposal To Increase Our Debt Burden) by 720 Global

All-Out Bubble Mania - With Zero Cushion! by Bill Holter

Unit Roots In English And Pictures by John Cochrane

Unit Roots, Redux by John Cochrane

Japan Hits The Easy Money Wall, We May Be Next by John Rubino

'Core' Durable Goods Orders Decline In March by Louis Navellier

Forecasting Q1 GDP: Gazing Into The Crystal Ball by Doug Short

Bubble-Warning Mania by Stuart Parkinson

Still Looking For A Q2 Bounce Back In The U.S. by James Picerno

Forex

Central Banks Have Forex Jockeying For Positions by Dean Popplewell

Dollar Remains Under Pressure Ahead Of FOMC by Marc Chandler

Why The Colombian Peso Is Rising by Andrew Sachais

Risk Management: Waiting Out The Shifting Sands In The Currency Market by Dr. Duru

What Could Weaken The British Pound? by Andrew Sachais

Foreign Stocks Set To Trump America by Jeff Opdyke

2 Observations On U.S. Corporate Earnings by Marc Chandler

G7 GDP Since 2008 by Marc Chandler

Higher Oil Prices May Not Necessarily Sustain Krone Increase by Michael Grogan

Real Estate

S&P/Case-Shiller: February 2015 by Sold At The Top

Updated S&P/Case-Shiller Housing Numbers by Bespoke Investment Group

Median New Home Sale Prices In The U.S. by Ironman at Political Calculations

Demographics

Why It's Good To Be Young In Japan by WisdomTree


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