Description:Â Commentary: Initial reports from retailers are unreliable Source: Marketwatch.com Date: Nov 23, 2012 Link:Â http://www.marketwatch.com/story/black-friday-results-a-useless-indicator-2012-11-23 Questions for Discussions: What does the report say about the value of Black Friday as an indicator? Why do you suppose it is given such prominent attention by analysts?
Posts Categorized: Economic Analysis
Fed Looks to Send Clear Rate-Hike Signals
Description: The Federal Reserve is inching closer to revamping its communications strategy by stating more explicitly than ever before what would get officials to raise short-terms interest rates. Source: Moneywatch.com – video report Date: Nov 13, 2012 Link: http://on.wsj.com/QEUT6E Questions for Discussions: What are the implications for providing clearly defined triggers for interest rate changes?… Read more »
Joy: There’s Not Much Value in Treasuries
Description: Nov. 2 (Bloomberg) — David Joy, chief market strategist at Ameriprise Financial, talks with Bloomberg’s Stephanie Ruhle about his strategy for investing in the bond market. They speak on Bloomberg Television’s “Lunch Money.” (Source: Bloomberg) Source: Bloomberg.com – video report Date: Nov 02, 2012 Link: http://bloom.bg/YeXiFQ Questions for Discussions: Summarize the bond strategies made… Read more »
Southwest CEO: Higher oil prices ahead
Description: Southwest Airlines’ Gary Kelly says the outlook for fuel prices in the fourth quarter is getting worse. Source: CNNMoney.com – video report Date: Oct 18, 2012 Link: http://money.cnn.com/video/news/2012/10/18/n-southwest-gary-kelly.cnnmoney/ Questions for Discussions: Summarize the state of business affairs at Southwest. How is Gary Kelly planning to deal with rising fuel costs over the next few… Read more »
Lagarde: Fiscal cliff a big risk
Description: IMF Director Christine Lagarde says global markets don’t want just a short-term fix to America’s fiscal cliff. Source: CNNMoney.com – video report Date: Oct 11, 2012 Link: http://money.cnn.com/video/news/2012/10/11/n-imf-christine-lagarde-america-fiscal-clif.cnnmoney/ Questions for Discussions: What are Christine Lagarde’s concerns over the US “fiscal cliffâ€? Do you believe markets have factored in a real possibility of another crisis?… Read more »
El-Erian: Five global risks to grasp
Description: Pimco CEO Mohamed El-Erian talks fiscal cliff, European crisis, China slowdown and more. Source: CNNMoney.com – video report Date: Oct 04, 2012 Link: http://money.cnn.com/video/magazines/fortune/2012/10/04/f-el-erian-pimco-ceo-global-risks.fortune/ Questions for Discussions: Summarize the risks presented by El-Erian in this report. How great is each risk in terms of affecting economic activity in general and some specific industries, in… Read more »
A Lost Decade for Savers
Description: The 1990s were a lost decade for Japan. The 2000s delivered a lost decade to U.S. investors. Now, five years into the onset of the financial crisis, with stock and bond markets booming, housing resurgent, and even Detroit redeemed, it’s savers who find themselves in a lost decade. Source: Businessweek.com Date: Sep 26, 2012… Read more »
Do shaken transport stocks signal a sell?
Description:Â Commentary: Rough week for FedEx, railroads rattles Dow Theorists Source: Marketwatch.com Date: Sep 21, 2012 Link:Â http://www.marketwatch.com/story/do-shaken-transport-stocks-signal-a-sell-2012-09-21 Questions for Discussions: Summarize the theory that concerns some investors at this time. Do you think there is reason to be concerned? What else might explain a decline in the transportation sector that is disconnected to the… Read more »
The economy 4 years after Lehman
Description: CNNMoney takes a look at Wall Street jobs and where the country’s money is concentrated four years after Lehman Brothers went bankrupt. Source: CNNMoney.com – video report Date: Sep 14, 2012 Link: http://money.cnn.com/video/news/2012/09/14/n-economy-four-years-after-lehman-collapse.cnnmoney/ Questions for Discussions: Summarize the changes that have taken place during the past four years. What change can be considered “for… Read more »
Why It May Be Too Late for QE3
Description: Paul Vigna and Spencer Jakab discuss why another round of bond buying may be wishful thinking, and Miriam Gottfried looks at what a hologram of Tupac means for investors. Photo: Reuters. Source: Moneywatch.com – video report Date: Sep 13, 2012 Link: http://on.wsj.com/ROw9CJ Questions for Discussions: Summarize the analysis presented in this report. Do you… Read more »
