Has the dollar lost its status as the world’s reserve currency?
Investors’ reaction to the Fed’s decision not to taper suggests widespread belief the economy is weak—more evidence sentiment is still stuck in skepticism.
What can we glean from the latest retail numbers?
Is the recent spate of IPOs a sign of bubble trouble?
The only QE left in Britain is Queen Elizabeth, and it seems their economy is better off for it.
The Federal Reserve announced rules for higher liquid capital ratios at the US’s biggest, most influential banks—what are the chances banks become safer?
Passive investing is fine in theory, but extremely difficult to apply in the real world.
The biggest market risks are those few people notice.
Spain returned to growth in Q3. To us, this is just more evidence the global expansion continues.
Those looking to September’s unemployment report for Fed clues are likely spinning their wheels.
Is Japan taking the easy way out with its uncompetitive economy?
Chinese GDP reaccelerated in Q3, providing more evidence of a faster-growing world economy.
Reviewing global fundamentals suggests recent political pageantry’s main impact for investors is distracting them from ongoing growth.
The US is facing another potential credit downgrade despite an averted debt default, but that doesn’t mean much for investors.
How do you measure that which is uncertain?
Is the debt ceiling a global economic issue?
Allowing Beltway rhetorical battles to drive investment decision making is a big risk to your financial future.
Don’t sweat Congress’s latest shenanigans—we still won’t default.
Many fear the ACA will contribute to turning the US into a part-time nation—but is this more media hype, or is it a trend to contend with?
Will the debt ceiling make China dump its US Treasury holdings?
A common indicator of market volatility is the VIX, but investors needn’t give it much weight.
A quick reminder for Fed head nominee Janet Yellen: Simpler is often better.
Speculation abounds over monetary policy’s future with Janet Yellen in the Fed’s big chair—but history shows action often deviates from expectations.
Investor sentiment has seemingly shifted back to grinding skepticism recently, but that’s not necessarily bad.
While high-frequency trading continues to be a popular topic of debate, some of the opposing views are a teensy bit flawed, in my view.
The Affordable Care Act has been a point of contention among Congress—but what about for stocks?
Many in the media fret employment is improving primarily due to an increase in part-time jobs—but do the data bear that out?
The Cyclically Adjusted P/E ratio is above its long-term average, but this doesn’t mean poor stock returns are in store.
Despite what our President, Treasury Secretary and House Speaker say, hitting the debt ceiling doesn’t mean imminent default.
Dodd-Frank’s requirement for big banks to write living wills seems like a solution in search of a problem, but it shouldn’t create headwinds for Financials stocks.
QE seems an easy scapegoat for India’s rather crunchy liquidity—but we suspect the country’s weakness is more locally sourced.
With some federal agencies’ closures this week, new (and some historical) US economic data are offline—some fear the lack of official statistics may eventually shutdown markets, too.
France’s parliament is considering rules that, if implemented, might create some headwinds for its economy down the road.
Some presume the debt ceiling is a huge risk looming in the near future, but there is ample evidence suggesting these fears are detached from reality.
Regulators are racing to nail down the Volcker Rule by year-end.
Gridlock makes it tough to pass legislation—but is that good or bad for markets?
The government shutdown that began midnight Tuesday helps add clarity to the potential market impact of both recent budget squabbling and the debt ceiling.
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