Opinion: Blame the next global financial crisis on the U.S. dollar

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

Description: The biggest threat to stocks and stability is in your wallet Source: MarketWatch.com Date: May 06, 2015 Link: http://www.marketwatch.com/story/blame-the-next-global-financial-crisis-on-the-us-dollar-2015-05-06?dist=lcountdown Questions for discussion: Summarize the thinking presented in this report. Do you agree with these arguments?

Greek Bonds Jump Most in 9 Months on Steps to Bailout Compromise

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation.

Description: Greece’s government bonds rallied, with three-year yields dropping the most since the securities were sold in July, on optimism the nation may be moving toward a strategy that would help unlock funding and avert a default. Source: Bloomberg.com Date: April 27, 2015 Link: http://www.bloomberg.com/news/articles/2015-04-27/germany-s-bonds-climb-as-greek-funding-impasse-spurs-haven-bid Questions for Discussions: How are Greek bonds performing? What are… Read more »

Yes, Worry About the Stock Market

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

Description: Stanley Druckenmiller, the man who broke the Bank of England and made $1 billion in 1992 by selling the British pound with his colleague George Soros, is worried about today’s economy. Source: Bloomberg.com Date: April 13, 2015 Link: http://www.bloombergview.com/articles/2015-04-13/yes-worry-about-the-stock-market Questions for discussion: What is the basis for his concern? Do you agree with his… Read more »

What’s better for stocks: bad economic data or good?

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

Description: Until now, bad data has driven the market higher. Could that change this year? Source: CNNMoney.com – video report Date: April 06, 2015 Link: http://money.cnn.com/video/investing/2015/04/06/can-bad-economic-data-be-good-for-stocks.cnnmoney/ Questions for Discussions: What does this report suggest is the reason stocks have been rising on bad economic news? Do you agree with the overall analysis presented in this… Read more »

Oil analysts haven’t been this divided in 8 years: What’s an investor to do?

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

Description: Standard Chartered Plc’s Paul Horsnell forecasts oil will rise to US$90 a barrel in the fourth quarter. Bank of America Merrill Lynch’s Francisco Blanch predicts US$58. Six months ago, they were just US$1 apart. Source: NationalPost.com/Bloomberg – video report Date: March 26, 2015 Link: http://business.financialpost.com/2015/03/27/oil-analysts-havent-been-this-divided-in-8-years-as-market-gets-messier-so-whats-an-investor-to-do/?__lsa=62a8-b7e6 Questions for Discussions: What are the reasons for diverse… Read more »

Investors fly away from U.S. stock funds at a rate last seen in 2009

Posted by & filed under Economic Analysis, Financial analysis, Governments & Regulators, Growth & Valuation, Market Analysis.

Description: Don’t expect European inflows to keep up torrid pace: analysts Source: MarketWatch.com Date: March 28, 2015 Link: http://www.marketwatch.com/story/investors-flee-us-stock-funds-at-a-rate-last-seen-in-2009-2015-03-27 Questions for discussion: Why are investors moving into European stocks? When do you think it will taper off?

Will the Fed raise interest rates to the detriment of the stock market?

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

Description: Fortune senior editor Stephen Gandel and writer-reporter Christopher Matthews discuss if the Federal Reserve raising interest rates is a good thing for the economy long-term. Source: Fortune.com – video report Date: March 13, 2015 Link: http://for.tn/1b8kdxr Questions for Discussions: Summarize the commentaries about a rate hike and the consequences for the economy? What do… Read more »

Here’s a Look at How the Dollar Is Clobbering Other Currencies Around the World

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

Description: A fantastic new report from Bloomberg Briefs examines the state of currency markets around the world. This graphic offers a nice visualization of how different currencies have been getting clobbered against the dollar during the past year. As you can see, huge losers include the Russian ruble, the Norwegian krone, the Brazilian real, the Swedish krona, and… Read more »