Mohamed El-Erian joins Influencers with Andy Serwer

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Yahoo Finance Editor-in-Chief Andy Serwer sits down with Mohamed El-Erian, Chief Economic Advisor at Allianz, former deputy director at the International Monetary Fund, and former chair of President Obama’s Global Development Council. Source: Yahoo.Finance.com – video report Date: Mar 14, 2019 Link: https://finance.yahoo.com/video/mohamed-el-erian-joins-influencers-100000239.html?soc_src=strm&soc_trk=ma Questions for discussion: Summarize the highlights presented in this interview. What… Read more »

Modern Monetary Theory explained by Stephanie Kelton

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description: Modern Monetary Theory (MMT) is gaining traction in American politics, energizing the progressive left and roiling deficit hawks. Stephanie Kelton, who advised Bernie Sanders’ 2016 presidential campaign, explains the basics. Source: CNBC.com – video report Date: Mar 08, 2019 Link: https://www.cnbc.com/video/2019/03/01/stephanie-kelton-explains-modern-monetary-theory.html Questions for discussion: Summarize the key points that explain the theory and the… Read more »

Opinion: U.S. corporate leaders are getting worried about a recession

Posted by & filed under Economic Analysis, Growth & Valuation, Personal Finance.

Description: Latest earnings calls reflect growing concerns about the economy Source: MarketWatch.com Date: Mar 15, 2019 Link: https://www.marketwatch.com/story/us-corporate-leaders-are-getting-worried-about-a-recession-2019-03-15?mod=mw_theo_homepage Questions for discussion: What is the basis for a slowdown at this time, according to the report? Do you agree with the assessment? What should investors do, given the information in the article?

How China’s Economic Slowdown Is Rippling Around the Region

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description:  How China’s Economic Slowdown Is Rippling Around the Region Source: MarketWatch.com and WSJ.com – video report Date: Feb 2, 2019 Link: https://www.marketwatch.com/video/how-chinas-economic-slowdown-is-rippling-around-the-region/89AF83D6-4A39-4FD7-982F-534892258A73.html Questions for discussion: Summarize what the report says about the impact China’s economic slowdown is having and the reasons given. What is the suggested impact of a return to normal growth? What… Read more »

For Emerging Markets, China’s Shift to Consumer Goods Is a Blow

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Personal Finance.

Description:  Bulls see cheap stocks poised for a rebound. But one big thing has changed since the last boom. Source: Bloomberg.com Date: Feb 01, 2019 Link: https://www.bloomberg.com/news/articles/2019-02-01/for-emerging-markets-china-s-shift-to-consumer-goods-is-a-blow?srnd=businessweek-v2 Questions for discussion: Summarize the analysis presented. Do you agree with the assessment? What would you advise investors?

In Fed aftermath, ‘we’re all data-dependent’ now, say stock-market investors

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: In Fed aftermath, ‘we’re all data-dependent’ now, say stock-market investors Source: MarketWatch.com Date: Feb 01, 2019 Link: https://www.marketwatch.com/story/dovish-pivot-means-stock-market-investors-will-pay-more-attention-to-data-less-to-fed-talk-2019-01-31 Questions for discussion: What is the Fed’s thinking today, according to the report. What should investors do with this information?

Why this year suddenly fell apart on Wall Street, and what’s ahead

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Personal Finance.

Description: Everything was going right for the stock market until Oct. 3. Then everything went wrong. Source: CNBC.com Date: Dec 31, 2018 Link: https://www.cnbc.com/2018/12/31/why-this-year-suddenly-fell-apart-on-wall-street-and-whats-ahead.html Questions for discussion: What went wrong, according to the report? What has happened since the start of 2019?

Dimon says Fed will likely still hike rates in December despite market turmoil

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Market Analysis, Personal Finance.

Description:  Despite the stock market sell-off this week, J.P. Morgan Chase CEO Jamie Dimon predicts the Federal Reserve will likely still raise interest rates in December. Source: CNBC.com Date: Dec 05, 2018 Link: https://www.cnbc.com/2018/12/06/dimon-says-fed-will-likely-still-hike-rates-in-december-despite-market-turmoil.html Questions for discussion: What does Jamie Dimon have to say about interest rates and the economy? Do you agree with his assessments and interest… Read more »

Watch out for December ‘risk liquidation’ if Trump/Xi meeting disappoints

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: A volatile year of trading could be coming to a head this weekend. Source: MarketWatch.com Date: Nov 23, 2018 Link: https://www.marketwatch.com/story/watch-out-for-december-risk-liquidation-if-trumpxi-meeting-disappoints-2018-11-30 Questions for discussion: What are the reasons given for investor concern? Do you agree with this assessment? What would reduce volatility in the market? What should investors do, in your opinion?

7 key reasons the ‘bottom is falling out’ of oil prices on Black Friday

Posted by & filed under Economic Analysis, Growth & Valuation, Market Analysis, Personal Finance.

Description: WTI falls by 7.7% to settle Friday trade at its lowest since Oct. 9, 2017 Source: MarketWatch.com Date: Nov 23, 2018 Link: https://www.marketwatch.com/story/6-key-reasons-the-bottom-is-falling-out-of-oil-prices-on-black-friday-2018-11-23 Questions for discussion: Do you agree with the assessment and the reasons given in this report? What should investors do?