A look back at all the widely feared bad things that didn’t happen this year.
Fears that stocks lack sufficient buyers to support prices ignore a potentially powerful offsetting factor: supply changes.
It seems the average investor’s appreciation of stocks might be picking up these days—in response, the media’s claiming both doom and boom for markets ahead.
The Volcker Rule’s first unintended consequence—over 275 community banks could take a roughly $600 million capital hit.
Contrary to what many believe, risk has a much broader meaning than merely risk of loss.
More often than not, investors’ “gut” feelings get in the way of their portfolio decisions. Here are some tricks to prevent investing indigestion.
Your holiday gift from inside the Beltway is a lack of new laws.
How to avoid the same mistakes that caused a member of Congress to get conned out of $18 million by his advisor.
Rising Chinese short-term rates have headlines warning of a credit crunch, but evidence suggests markets needn’t panic.
US Q3 GDP is a nice confirmation of growth, but global data matter most.
Earnings are growing, and forward-looking indicators suggest sales and profits should keep rising.
Investors of all kinds tend to believe “catalysts” are needed to move markets higher. Bull markets don’t need them, never have.
The small reduction in Fed bond buying is a step in the right direction, but likely not a big market mover.
Fed bond buying isn’t a solution for disinflation—it’s the cause.
While headlines focused on iffy data from France, good news from Ireland and throughout the eurozone flew under the radar.
Does the Santa Claus Rally matter much for long-term investors?
On the anniversary of his election, reviewing Japanese Prime Minister Shinzo Abe’s progress thus far might prove insightful for Japanese reform in the near future.
Congress has seemingly reached a budget deal—but what does this mean for investors?
The long-awaited Volcker Rule has debuted with no big surprises.
In Bali, 159 countries reached a global agreement seeking freer trade. A noble objective, but such broad agreements are generally less workable and effective than narrower, more specific and actionable deals.
Will November’s strong jobs report, a healthier economy and Congress’ potential budget compromise suffice for the Fed to start tapering in December?
Investors might not love French policy, but French stocks don’t seem to mind.
US GDP was revised up strongly. But the beat didn’t satisfy dour investors—who tried looking under the hood for something to fret about.
Recent events in Detroit and Illinois have prompted jitters over municipal finances, but overall, state and local debt is in fine shape.
Investors looking to hit the jackpot with an IPO may end up disappointed.
Basic economics teaches that rational individuals respond to incentives. What if your advisor’s incentives are at odds with your interests?
There’s been a lot of chatter about a stock market bubble—is investor concern warranted?
With each US economic data release come more predictions of when the Fed will taper QE. But will “when” matter for stocks, and why?
The skinny on Fed proposals to crack down on short-term money markets.
What does the jump in Black Friday discounts and deals tell us about the retail sector?
The internet is awash with rumors banks might charge for deposits. What’s a customer to do?
Eurozone politics got a little clearer on Wednesday.
While Mexico’s monopoly reforms hog the spotlight, an under-the-radar bank reform may provide a quicker, unexpected boost.
Do CEOs’ inside trades provide investors helpful hints?
Before jumping into non-traded REITs, we’d suggest investors do their due diligence.
Watching eurozone economic data and news—with all its ups and downs—may leave investors feeling motion-sick. We suggest focusing on the broader picture instead of the peaks and valleys.
Earnings season is in full swing and a closer look at the most recent earnings report suggests the economy is, too.
The Volcker Rule might soon see the light of day. What should investors expect?
Are the world’s central banks running out of ammo?
Will rising long-term interest rates choke the US economy?
China’s highly anticipated Third Plenum ended last week, and reform details are finally out. But are they more likely tail- or headwinds for stocks?
Folks fear the eurozone’s lackluster Q3 GDP growth suggests a double-dip recession, but LEI tells us otherwise.
The UK LEI’s 1.5% rise in September is just the latest evidence the end of quantitative easing is good for growth—likely to the surprise of most investors.
The rule governing your advisor's actions is less important than the ethical compass that guides their actions.
Many folks are bemoaning what the arrival of the taper means for markets, unaware that we already have a sneak preview of what the impact is like.
Some fear markets getting too high, but bubble chatter is likely self-deflating.
What can we make of October’s employment report?
Good GDP growth is bad news—at least as most see it these days. But we found more positives than problems in Q3’s report.
The Treasury announced it will soon be issuing a new note—what does this mean for investors?
Don’t be scared stocks are hitting all-time high marks—a fear of heights may lead to investors missing out on the bull market’s upside.
The end of growth is not upon us.
When headlines predict big short-term moves, long-term investors should stay cool.
A broad lack of enthusiasm over the sharp drop in the US’s federal deficit suggests investors are as skeptical as ever.
Investors should consider much more than their retirement date when creating an investment plan—so why are funds solely focusing on just that so popular?
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.
China’s newly implemented free-trade zone will open Tuesday, but only time will tell whether it contributes to the country’s growth.
James Rickards' Currency Wars: The Making of the Next Global Crisis is ambitious but falls far short of adding material value for investors.
Disappointed Q2 GDP wasn’t revised up in the final estimate? Here are 34 numbers demonstrating the US economy is stronger than headline growth rates suggest.
It’s widely held ending QE will have global repercussions—we agree! But in our view, taper contagion likely has more positive implications than many fear.
A prominent UK politico has pledged to freeze energy prices if his party wins the 2015 election—something history shows is dangerous for stocks.
Years after the financial crisis, investors are still ignoring Financials’ improving health—but that’s not necessarily bad.
Should investors fret a possible government shutdown?
What should investors make of proposed emission standards for coal-fired power plants?
What’s next for German Chancellor Angela Merkel after Sunday’s election?
The Fed seems to think slow growth justifies continuing QE—we think that’s exactly why they should stop.
Despite media speculation the Fed would begin tapering asset purchases this month, the FOMC held off—at least for now.
Will rising interest rates mean insurmountable debt in the not-too-distant future?
Stocks rally, but how much does spiking the Fed punchbowl really affect them?
Recent foreign policy flubs shouldn’t hurt stocks—they’re just more fuel for the gridlock markets love.
From energy to tofu, Japan’s weakening yen is causing more than a scene these days.
Identifying false fears might sound weird, but it’s a handy way for investors to gauge the market’s future direction.
The ECB is closer to being the eurozone banking regulator, though we wouldn’t bank on the benefits of a European banking union just yet.
Housing fears are bubbling up, but data broadly show the sector is doing better than many realize.
The Dow Jones Industrial Average will be adding three new stocks—but does it even matter?
While Japanese policymakers and headlines debate a forthcoming sales tax increase, Abenomics’ Third Arrow has seemingly gone by the wayside.
Unemployment improved slightly in August, but how this impacts QE tapering plans remains to be seen.
If a picture says 1,000 words, here are 44,000 bullish words.
Volatility can be pretty volatile sometimes—what does that mean for markets?
How should you invest in the Age of Austerity/Stimulus/Uncertainty/Bernanke/Bubbles?
For many investors, July’s trade report may fuel worries of slowing growth. But in our view, it paints a healthier picture.
It is true there is no be-all-end-all guide to global economic and monetary policy, but here are a few examples of policies investors should watch closely when considering their portfolios.
Manufacturing is strong, but investors still seem skeptical of US economic strength.
Thanks to the power of profit motive, parents like me have helpful products to make our most important job a little bit easier.
September gets a bad rap, but history shows it isn’t inherently bad for stocks.
Nate Silver has written one of the best books on forecasting I’ve ever read.
Many doubt the strength of the US economy—are those concerns justified?
In our view, investors needn’t pay much attention to recent outages at exchanges—they happen more often than you’d think. And sometimes, the causes are pretty innocuous.
It’s a mistake to heavily weight hypothetical past returns when performing due diligence.
Ongoing events in Syria are a human tragedy, but the longer-term impact on global stocks should be minimal.
As the federal government prepares to go to the mattresses, should long-term investors be worried if Congress doesn’t raise the debt ceiling?
A -7.3% drop in durable goods isn’t great, but plenty of other evidence suggests demand remains firm.
A closer look at US banks’ balance sheets suggests the institutions are stronger than some rating agencies seem to believe.
Economic growth has been smokin’ lately, yet some still fear there is a fire to put out.
German elections are a month away and, currently, polls indicate a re-election for Chancellor Angela Merkel. In our view, this apparent lack of political uncertainty is further evidence the eurozone isn’t as bad as feared.
Worried this bull market lacks fundamental support? Here are a few dozen reasons to breathe easy.
China’s recent “fat finger” error may have investors concerned about flash movements, but their overall impact on performance is overstated.
Three flawed theses supporting a bearish outlook.
This bull market should keep running, but not for the reason many seem to think.
What do rising interest rates mean for stocks?
Historically, geopolitical tensions move stocks less than you might think.
As folks realize their QE tapering fears are false, their relief should propel stocks higher.
Should investors be concerned about the size of US debt?
Energy firms likely benefit from Mexico’s proposed energy reforms in the long run, but for investors in the here and now, better opportunities likely lie in other sectors.
The eurozone economy grew in Q2, but this isn’t an all-clear for eurozone stocks.
Another Affordable Care Act rule has been delayed. Markets have largely brushed off the legislation so, in our view, these delays likely get the same response.
What should investors make of the news Japan’s gross public debt passed one quadrillion yen in Q2?
Some headlines say a bond bear market is in the offing. What should long-term investors do?
Chinese July trade data pleasantly surprised many investors by trouncing expectations and June’s figures—but is there more to the story?
Forward guidance is all the rage with central banks, but investors following bankers’ words alone tread a perilous path.
Congress is debating unwinding Fannie Mae and Freddie Mac, but in our view, near-term market impact is likely limited as too many factors remain unknown.
June’s trade report is getting applause, but not for the reasons it should.
Earnings are still at all-time highs and rising, with less economically sensitive sectors leading the charge.
July’s slower job growth, in our view, doesn’t signal weakness for the economy or stocks.
The S&P 500 hit a new all-time high Thursday, but in our view, that says nothing about what lies ahead for stocks.
The latest buzz about US GDP seems to be concentrating on the distant past rather than the impact on the present.
Detroit is bankrupt, and investors and officials alike have been questioning the future of general obligation bonds.
Headlines are focused on BOE Governor Mark Carney’s monetary policy statements, but his regulatory actions might be more impactful for the UK economy and markets.
One year ago, ECB chief Mario Draghi said he’d do “whatever it takes” to save the euro. How did he do?
China’s new stimulus plan may not spark an era of gangbusters growth, but its ultimate implications could mean even better things for China.
Dodd-Frank turned three years old over the weekend, yet many rules remain unwritten—and some seem poised to stay that way.
As we see in the case of Spain, improving economic data from the eurozone suggest the region won’t be as big a burden as feared on global markets.
The Liberal Democratic Party’s landslide victory in Japan’s upper house election doesn’t much improve the outlook for Japanese stocks.
With Moody’s raising its outlook for US debt on Friday, a look at what happened during our two years on “negative” watch confirms ratings agencies’ decisions aren’t predictive.
In June, headlines decrying the student-loan rate’s upcoming July 1 rise seemed par for the course—so was politicians’ late-to-game solution this week.
Since the UK stopped asset purchases late last year, it has shown signs of a strengthening economy. In our view, tapering QE in the US likely brings similar results.
As Australia’s carbon tax U-Turn shows, legislation can and does change—something investors should remember when considering portfolio moves.
Global stocks should look past China’s slowing growth rate.
The latest attempt to reinstate Glass-Steagall wouldn’t be great for capital markets, but—thankfully—it stands little chance of passing.
As the Fed eyes QE tapering, how should investors think about bonds?
A quick analysis of QE’s impact on the economy throws into question the quantity of its benefits.
Chinese trade data disappointed in June, but a closer look suggests a hard landing remains unlikely.
A proposed tax on municipal bonds likely doesn’t get through Washington gridlock.
New/pending China-Switzerland and US-EU free trade deals aren’t instant economic fixes, but they should be longer-term positives and tailwinds for global stocks.
Tensions are flaring in Egypt, but history shows this shouldn’t much impact global stocks.
Data show recent employment gains aren’t “too slow.”
Interest rates may be up a bit, but the US’s debt is still plenty affordable.
Manufacturing, the Fed and a couple of PIIGS provided a mix of news for investors early this week—some good, some not-so-good and some simply political.
Some major global Financials are in EU regulators’ crosshairs for allegedly limiting competition in credit derivatives markets, but global stocks shouldn’t feel much impact.
What should long-term investors consider in the wake of gold’s worst quarter as a freely traded commodity?
EU finance ministers are rewriting the roadmap to bank bailouts.
Election updates from the land Down Under to the Land of the Rising Sun.
The Fed’s announcement about easing up on quantitative easing has given birth to several myths.
China’s had a rough road lately, but the country’s financial growing pains and market wobbles appear unlikely to end the global bull market.
When volatility kicks up, our evolutionary response and the correct thing to do are often exactly opposite.
While few investors enjoy volatility, it’s commonplace amid bull markets—don’t let short-term swings scare you out of markets.
Pricey gold isn’t a sign of dollar devaluation.
The Fed held steady at Wednesday’s meeting, but Chairman Ben Bernanke said QE may wind down later this year—a bullish outcome, in our view.
In our view, it’s harder to explain away a healthy US economy with Fed policy when overall US and global economic data are also steadily improving.
In theory and in practice, protectionism limits trade and growth—so for best global economic results, we suggest limiting protectionism and protecting free trade.
Snippets from around the web illustrating the market impact of our currently gridlocked government.
Japanese stocks’ sharp advance seems to have hit a rough patch.
Though interest rates have been rising lately, we don’t see this as cause for concern.
S&P thinks the US economy is doing fine, but we didn’t need an outlook upgrade to tell us that.
Germany’s highest court will hear testimony about whether the ECB’s bailout programs are unconstitutional, but in our view, it’s more a political gesture than anything else.
While Friday’s jobs report was mostly positive, don’t be fooled into thinking the data has a future impact on stocks.
Ongoing violence in Syria and protests in Turkey have heightened tensions in the Middle East, but history shows these situations, while unfortunate, have fleeting impact on stocks.
Japanese Prime Minister Shinzo Abe released the “third arrow” from his “Abenomics” quiver on Wednesday, but a lack of details likely leaves investors questioning just how far the arrow will go.
Originally billed as a cost saver, it’s looking like the Affordable Care Act may not quite live up to its name.
Technocratic thinking is infesting economics—and enfeebling it.
The dreaded Hindenburg Omen flashed Friday, but evidence shows little reason to fear this technical indicator.
Theories presuming assured stock market doom when the Fed dials back on QE are missing a few important considerations.
Thursday’s downward revision of US GDP likely tells us more about changing sentiment than fundamentals.
While several EU nations got some deficit wiggle room, Belgium got a slap on the wrist—but overall, the EU’s latest display of flexibility should further assuage eurozone jitters.
Recently released (and largely overlooked) economic data further illustrate the US economy’s underappreciated health.
Global stocks are up nicely in 2013, but the year could still have big returns ahead.
Japanese stocks swooned Thursday, highlighting what’s been, in our view, mostly an unsustainable, sentiment-driven rally in the country’s markets. For long-term, goal-oriented investors, we believe there are better opportunities outside the land of the rising sun right now.
Over the last few years, it seems governments have been putting more energy into protecting the solar panel industry than the panels themselves produce.
Stocks don’t need gangbusters economic growth in order to keep marching higher.
If no calamity or even remotely negative consequence ensued from suspending the debt ceiling for three months, why should it return?
What’s the best way to prevent another catastrophic factory collapse?
Japanese equity markets and growth surged in Q1, but absent necessary structural and economic reforms, is it sustainable?
Political scandals distract politicians from legislating—a great thing for stocks.
EU finance ministers continue debating how to treat uninsured depositors when banks fail.
This summer, Latvia hopes to cash in its lats for euros. But after all of the euro’s bad press lately, couldn’t this currency conversion end badly for the Baltics?
Q1 earnings season is winding down. What do the data show?
As several popular indexes have surpassed their past peaks recently, market acrophobia—fear of heights—seems to have increased dramatically. But bull markets don’t share our earthbound proclivities.
Markets don’t move on Mayan calendars, astronomy or folklore—so we have a hard time seeing why they should move just because it’s May.
Lower rates at Portugal’s bond auction seem the rational response to improving conditions.
Zimbabwe seems to think its proposed mineral resources rent tax will boost public revenues—but Australia’s experience suggests otherwise.
April’s unemployment report should quell some skeptics’ spring swoon fears.
The Fed and European Central Bank continued policies this week we view as counterproductive to their stated aims.
The Institute of Supply Management released its Index for April, but don’t let the numbers fool you—domestic manufacturing is making a surprising comeback.
Despite a seemingly pro-business move lowering some taxes on Monday, Hollande’s future legislation likely doesn’t stay on this, or any, set path.
A look at recent economic progress in Rwanda, which issued its first-ever dollar-denominated bond last week.
If you’ve heard UK demand is forever tapped out, don’t believe it.
US Q1 2013 GDP was better than many may presume if focusing on headline growth.
The blame for this week’s “tweet retreat” has been pinned on high frequency trading and the need for more regulation to smooth out such volatility. But for long-term, goal-oriented investors, some reflection on the last “flash crash” should give pause for consideration.
It seems Japanese economic reform may be on ice for now as Abe takes aim at the constitution.
The latest on some rather misguided tax proposals in the US and EU.
Oddly, S&P’s defense against the Justice Department’s lawsuit seems to be their ratings amount to “puffery.”
Will the weakening yen cause a repeat of 1998’s Asian Contagion?
After six rounds of voting, Italy has a president who can now work toward establishing a government.
Fitch seemingly Xeroxed Moody’s arbitrary rationale in downgrading the UK’s credit rating Friday.
The Italian presidential election and Germany’s approval of Cyprus’s bailout dominated eurozone news on Thursday.
What can investors glean from two studies making headlines in recent weeks?
Capitalism, markets and the people who make them up are simply stronger than terrorists.
What does gold’s recent fall mean for mongers’ precious metal?
Chinese GDP slowed a bit in Q1, but the economy should still do fine overall in 2013.
A graphical look into market history shows all-time highs don’t predict future market results.
Chavez’s heir apparent seems set to take power. Whether he maintains it remains to be seen.
The White House released its budget for the upcoming fiscal year, but the details are once again up for debate.
Portugal’s political and economic (relative) calm’s been recently disrupted—does this mean rocky territory from here on out?
The latest efforts to “fix” too big to fail seem unlikely to pass, but their unintended consequences still bear scrutiny.
As the world mourns Margaret Thatcher, a look at her legacy and the lessons she taught the world.
The reaction to Friday’s US Employment Situation report was far from exuberant.
The Bank of Japan seems poised to move forward with long-expected monetary easing plans.
While we can’t know for sure why Kim Jong Un is talking tougher, evidence strongly suggests he’s building political cover for economic reforms.
US stocks have been leading lately, but don’t forget the benefits of a global focus.
A month ago, folks seemed to think the sequester was more of a “sequonster,” but now we’re seeing its bark was worse than its bite.
Lately, we’ve seen claims stocks’ rally is a Fed-fueled bubble—but strong earnings and other fundamentals show that’s not the case.
Fourth quarter GDP was revised higher, which is nice but presages little for the economy or markets moving forward.
Once again, some eurozone officials seem set on forcing a member-state to surrender its competitive advantages.
It’s the UK’s turn to release opaque results from their round of bank stress tests.
While focus has been on Cyprus in recent weeks, some banking developments are underway in Spain.
Cyprus and the EU hashed out bailout terms, but there’s precious little to like about the agreement.
Cyprus is in trouble because of two big banks’ bad trades—but that doesn’t make efforts to fix “too big to fail” or the Volcker rule any more sensible.
The tenor of political debate has little economic impact.
Recent fiscal moves in the UK have been muddled, at best—contributing to banks’ continuing unwillingness to lend and the country’s still sluggish economy.
Cyprus voted ‘no’ on seizing deposits and may have another plan in mind.
The UK government’s latest regulatory plans threaten press freedom—the lifeblood of any well-functioning democratic, capitalist society.
This week in governments … governing.
A forced seizure of Cypriot bank deposits is bad policy, but the global fallout appears limited.
Germany’s deficit reduction plans are getting some backlash, but more German spending likely isn’t the solution to the eurozone’s troubles.
Consumer prices ticked up in February, but inflation’s still tame—and likely remains so awhile.
Bullish or bearish, new record highs hold no predictive value.
Most banks passed the second half of the Fed’s stress tests, but that still doesn’t predict nor prevent future weakness.
An austere president in budget—and persona.
Overall global growth continues despite ongoing reports of eurozone weakness.
Hungary's proto-fascist government has once again threatened the rule of law, but EU officials can help restore freedom.
In Hasbro’s Monopoly, players win by creating monopolies and driving others bankrupt—poor macroeconomic advice, in our view. Luckily, Mexico seems to agree.
Seems like more of the same from Greece’s slow-moving and overpromising privatization agency.
Data from the FDIC show the Fed’s QE is arguably more stressful than the economic environment itself.
Bank of England Governor Mervyn King’s proposal for RBS is a non-starter—and about four and a half years too late.
Japanese Prime Minister Shinzo Abe’s aggressive monetary stimulus plans may have some unintended side effects.
After French and Italian debt chiefs recently found themselves unwittingly in the Tobin Tax’s crosshairs, it’s likely other eurozone officials might be considering a mulligan on the measure too.
The death of a brutal tyrant could be an opening for the Venezuelan people.
If we extrapolate its growth forward, hyperbole is destined to crush common sense.
Wall Street saw another record Tuesday, but is it all Dow from here?
From the US to Asia, a look at the latest developments in global energy markets.
From Dodd-Frank’s incomplete grade to Brazil’s efforts to undo self-inflicted wounds, here’s a brief look at stories that caught our eyes Friday.
Q4 2012 GDP growth was revised up Thursday, but what impact might the sequester have on future growth and the market?
The sequester likely has little overall economic impact—and may in fact be useful to both parties.
The UK announced another new plan to kick-start bank lending. Will it work?
Financial news exploded with cheers and fears over Italy’s parliamentary elections Tuesday—but the story moving forward seems to be a familiar one.
Word has leaked Japanese Prime Minister plans to nominate Asian Development Bank chief Haruhiko Kuroda to steer the Bank of Japan. What can we expect from the likely new chief?
The UK’s downgrade isn’t great news, but it shouldn’t much impact one of the world’s healthiest debt markets.
Businesses trying to capitalize on rising Emerging Markets demand can learn from bourbon label Maker’s Mark’s recent misstep.
An interview with the press reveals a bipartisan effort to solve the debt ceiling debate.
On the verge of violating the EU’s budget deficit limit of 3% and suffering a penalty much of their own design, French leaders might be cursing in hindsight.
Economic data releases next week swell on account of the short month. Regional US activity indexes, revised US Q4 GDP, China’s manufacturing PMI surveys and a eurozone inflation and unemployment statistics round out the week’s reports.
The BOE passed on more quantitative easing—for now.
Roundly viewed as DOA, it seems the Simpson-Bowles plan may get a new life—for now.
With just under two weeks remaining before March 1, the lines seem drawn for a political debate over government spending cuts.
A host of central banks’ meeting minutes, the first indicators of February manufacturing, January trade balances and important decisions in Cyprus and Poland likely dominate the US holiday shortened week.
The EU’s new Financial Transactions Tax is a beast, but will it see the light of day?
Japan and the eurozone rang in Valentine’s Day with data showing economic contraction, but overall global growth likely continues as the stronger bits pull the weaker along in the world’s multi-speed economy.
This year’s State of the Union had few concrete economic plans—but the big one, a free trade deal with Europe, should bring big rewards over time.
North Korea staged its third nuclear test. Now what?
CEOs are cautious about the future, but don’t take that as a sign of doom.
While many presume the payroll tax hike will weigh on household spending, January’s strong retail sales suggest consumers are rather resilient.
In its quest for a cheaper euro, maybe France should consider one of its euro neighbors.
The nonpartisan CBO’s projections seem to be most useful to very partisan politicians.
Politicians often seem in search of problems for their solutions—so seems the case in the UK’s banking industry.
Once again, Argentina likely does much more harm than good in its battle against inflation.
The sequester debate will be massive but the actual fallout vastly smaller.
There are plenty of reasons to be bullish for 2013—but they aren’t the “good news” you often find in the headlines.
Despite Wednesday’s negative GDP post, signs of economic growth continue to abound—a fact some folks are beginning to recognize.
Next week brings the first January reports, including inflation data, manufacturing, trade balances and retail sales. Policy decisions from the central banks in Australia, the eurozone and the UK are also expected, although few expect material changes from currently accommodative policies.
US GDP growth took a breather according to Wednesday’s advance report. But under the hood, signs of strength remain intact.
Silvio Berlusconi’s potential comeback bid may add some drama as Italy’s election draws near, but pro-euro politicians look most likely to emerge victorious.
In a landmark speech, UK Prime Minister David Cameron drew a blueprint for nations that like the EU’s single market but not its bureaucracy.
Talk of competitive devaluations and currency wars seem to be en vogue lately. Let’s take a closer look at recent history and the underlying theory.
Thursday’s debt ceiling deal introduces a few more arbitrary deadlines for Congress to contend with in the months ahead.
Charitably-minded folks may want to plan ahead this year: Charitable donations made in 2013 (and thereafter) may no longer be deductible.
The latest on the EU’s financial transaction and carbon tax follies.
Recent Chinese data show the country isn’t without economic problems, but a hard landing doesn’t appear to be among them.
Housing data’s shown improvement of late, which may provide an incremental tailwind for the already resilient US economy moving forward.
With economic competitiveness improving and sovereign yields staying manageable, Spain’s decision to reject a bailout seems to be working out ok so far.
There are some great pairs in US politics: Republicans and Democrats, the House of Representatives and the Senate, debt ceiling debates and threats of a credit rating downgrade.
Japan’s new $117 billion stimulus package may provide a short-term boost, but it doesn’t address Japan’s long-running economic issues.
A broader look at the affordability of US debt shows a crisis isn’t likely any time soon.
Air traffic and auto sales are just two additional indicators highlighting a healthier than perceived global economy.
Chinese economic growth and the first foray of December and Q4 economic figures are set for next week’s reports.
Ireland is getting ever-closer to returning to debt markets—setting it up for a potentially satisfying 2013-2014 season.
According to some, a $1 trillion platinum coin wouldn’t just be a sight to be seen—it’d be a solution for the US debt ceiling.
Central bank chiefs eased a key provision of the Basel III banking standards, which should help ease ongoing regulatory uncertainty.
With 2012 in the rearview, a look back at widely prognosticated things that didn’t happen.
Chinese new yuan loans, US crop yields and a number reports on trade and industrial production globally are due in the week ahead.
Congress reached a last-minute fiscal cliff-averting deal—which effectively sets us up for a similar conversation in just a couple months.
Thanks to France’s Constitutional Council, incomes over €1 million won’t be taxed at 75% in 2013, but President François Hollande may try again for 2014.
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