Market Mayhem & Credit Fears - What's Next? IN THIS ISSUE: 1. The Economy - The News Is Not All Bad 2. Consumer Spending Remains Firm For Now 3. Housing & Subprime - More Bad News 4. Should The Government Come To The Rescue? 5. The Fed Needs To Act On September 18 6. BCA's Latest Analysis...
Stock Prices Plunge In The Perfect Storm IN THIS ISSUE: 1. Stocks Make New Record Highs, Then Plummet 2. Forget The Cheese, Just Let Me Out Of The Trap! 3. Unwinding The "Yen Carry Trade" 4. Fed & Central Banks To The Rescue 5. So What Next? - BCA's Latest Analysis 6. Conclusions -...
On The Economy, Stocks & Protectionism IN THIS ISSUE: 1. US Economy Improved In The 2Q 2. BCA's Latest Thinking On The Economy 3. The Bull Market In Stocks Continues, Sort Of 4. Angelina Jolie Stock Index - What's Next? 5. Fed Holds Steady Again, Lowers Inflation Concern 6. Protectionism...
Introduction In the March 8 issue of this E-Letter, I summarized the latest long-term economic forecast from The Bank Credit Analyst, which suggested that the US economy should continue to prosper over the next 10-15 years or even longer. Our good friends at Stratfor.com have also released a similarly...
Introduction The Bank Credit Analyst is one of the most respected and widely followed forecasting groups in the world. They forecast trends in the US economy (and other major economies around the world), trends in interest rates, inflation, the stock markets, bonds, currencies, oil, gold and at times...
Introduction This week, I will review the latest forecasts for the economy and the major investment markets for 2005 from The Bank Credit Analyst. BCA is one of the most widely followed and respected research groups in the world. As long-time clients and subscribers know, I have been a continuous subscriber...
Introduction The recent economic reports suggest that the economy remains in a “soft spot” as it’s being called. Growth is still solid, and should remain so, but it is still somewhat below the level needed to create large numbers of new jobs. The government estimated 3Q GDP growth at +3.7% (annual rate...