Description: Following the resignation of Gary Cohn, the chief economic advisor to President Trump, on Tuesday, the Dow Jones industrial average fell 189 points after opening more than 300 points down. Both the S&P 500 and the Nasdaq declined as well, though the Nasdaq rebounded. Experts continue to fret that a trade war might be imminent. Source:… Read more »
Posts Categorized: Economic Analysis
Description: The “Fast Money” traders discuss the sudden drop in the Dow and what’s contributing to the post-close loss. Dow suddenly drops nearly 400 points from CNBC. Source: CNBC.com – video report Date: Mar 01, 2018 Link: https://www.cnbc.com/video/2018/02/28/dow-suddenly-drops-nearly-400-points.html Questions for discussion: Why did the Dow drop? Why is there so much volatility? What do you… Read more »
Description: Three measures of price pressures for American businesses showed they’re facing higher production costs, adding to evidence that inflation is creeping up in the U.S. economy. Source: Bloomberg.com Date: Feb 15, 2018 Link: https://www.bloomberg.com/news/articles/2018-02-15/empire-state-factory-gauges-show-upward-pressure-on-prices Questions for discussion: What are inflationary indicators suggesting, according to the report? How might regulators and investors respond to these developments?
Description: It’s the worrisome byproduct of a healthy economy: inflation. Source: NYTimes.com Date: Feb 14, 2018 Link: https://www.nytimes.com/interactive/2018/02/14/business/economy/inflation-prices.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the article say about how inflation develops? How does it grow into a problem for the economy and the markets?
Description: Is the economy at risk of overheating? The answer will depend on what really drives price increases, and what the Fed does. Source: NYTimes.com Date: Feb 08, 2018 Link: https://www.nytimes.com/2018/02/07/upshot/the-stock-market-is-worried-about-inflation-should-it-be.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacement=1&pgtype=sectionfront Questions for discussion: What does the article say about inflation concerns? What is the Phillips Curve and how is it influencing thinking about inflation,… Read more »
Description: CNBC’s Mike Santoli discusses the volatile activity in stocks as the Dow sees a 600-point drop before the close. Dow sinks 600 points: Here’s what’s behind the big drop from CNBC. Source: CNBC.com – video report Date: Feb 02, 2018 Link: https://www.cnbc.com/video/2018/02/02/dow-sinks-600-points-heres-whats-behind-the-big-drop.html Questions for discussion: What does the report say about the 600 point… Read more »
Description: Jamie Dimon, J.P. Morgan Chase chairman and CEO, talks about the benefits of providing companies with competitive tax rates, what he would like to hear from President Trump at Davos, immigration reform, economic growth, implementing bipartisan infrastructure projects, the future of banking and his thoughts on cryptocurrencies. JP Morgan CEO: Capital investment in America… Read more »
Description: Digital money has a very human vulnerability: psychology. Source: Bloomberg.com Date: Jan 17, 2018 Link: https://www.bloomberg.com/news/articles/2018-01-17/what-could-kill-the-bitcoin-boom Questions for discussion: What does the report say about what is driving Bitcoin valuations? Should Bitcoin be considered “investing”?
Description: Oil continued its revival from the biggest crash in a generation, with prices set for a second annual gain after a year marked by hurricanes, Middle East conflict and the tussle between OPEC and U.S. shale. Source: Bloomberg.com – video report Date: Dec 29, 2017 Link: https://www.bloomberg.com/news/articles/2017-12-29/oil-resurrection-sets-stage-for-another-opec-shale-clash-in-2018 Questions for discussion: What does the report… Read more »
Description: Three years after causing an oil-price crash, the shale boom may not be enough to meet rising global demand because the industry has cut back so sharply on higher-risk mega-projects. Source: Bloomberg.com Date: Dec 28, 2017 Link: https://www.bloomberg.com/news/articles/2017-12-27/all-that-new-shale-oil-may-not-be-enough-as-big-discoveries-drop Questions for discussion: Summarize the conditions in this industry and the predictions made? How should investors… Read more »