Fisher Investments MarketMinder

MarketMinder is an online magazine bringing you economic and financial news analysis daily. Fisher Investments analysts scour hundreds of news sources to bring you the most pertinent and influential news of the day, providing insight and analysis to help you discern the 'noise' from the 'news' and ultimately make better investing decisions. MarketMinder opinions and analysis are based on the core philosophy of Fisher Investments.

Cover Stories

GDP

The Grass Is Greener Than Many Think

By, 01/30/2012

Friday’s US Q4 2011 GDP report showed growth continued—and accelerated for the third quarter in a row.

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Interest Rates

Behind the Fed Curtain

By, 01/27/2012

The Fed’s increased transparency is an incremental positive, but we reserve judgment on whether it has any material impact.

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Columns

The Global View

The Harm in Harmony

By, 01/24/2012

France and Germany claim they have a plan to fix the eurozone. Will it work?

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Research Analysis

Into Perspective

Oil’s Next Act

By, 01/04/2012

Oil production has never been an easy exercise. But the increasing importance of deep water and shale production has introduced new challenges—and opportunities.

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Book Reviews

Business in Review

The Return of the Unconscious, Part II

By, 01/04/2012

Part II of our survey of recent popular psychology literature.

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Today's News Round-Up

Sensible Stories

US Manufacturing Already Has Record Profits and Is Doing Quite Well Without Any Government Help

By Mark J. Perry, Carpe Diem, 01/27/2012

MarketMinder's View: Despite oft-repeated laments of US manufacturing’s death, the sector is growing, hugely profitable and a source of recent US employment growth. To us, that doesn’t seemingly warrant “help” from the government. For more, see our 01/19/2012 cover story, “Manufacturing’s Manifest March.

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Market Misperceptions

UK Unveils Bank Regulation Overhaul

By Norma Cohen, Financial Times, 01/27/2012

MarketMinder's View: The UK’s new financial regulatory plans appear to drastically increase oversight and intervention. As the US’s Dodd-Frank law is teaching, even well-intended changes of this scope can bring unintended consequences—like increasing costs for the same consumers it aims to protect. Time will tell whether the UK’s plans similarly prove a solution in search of a problem. For more, see our 10/06/2011 cover story, “A Not-So-Surprising Surprise.

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Global Market Update

Market Wrap-Up, Fri 27 January 2012

Below is a market summary (as of market close Friday, 01/27/2012):

  • Global Equities: MSCI World (-0.4%)
  • US Equities: S&P 500 (-0.2%)
  • UK Equities: FTSE 100 (GBP) (-1.1%)
  • Best Country: Australia/Japan (+0.2%)
  • Worst Country:  France (-1.5%)
  • Best Sector: Info Tech (+0.0%)
  • Worst Sector: Energy/Utilities/Cons. Staples (-0.7%)
  • Bond Yields: 10-year US Treasurys fell 0.03% to 1.90%..                                                

Track the MSCI World Index via Bloomberg.com