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The Hoisington Quarterly Review and Outlook is one of the cornerstones of my reading on where the economy is headed. Van Hoisington and Lacy Hunt do a masterful job of turning data points into cogent, well-argued themes. This month they waste no time in dissecting the Fed’s recent move to QE3 and...
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One of the questions I (and other analysts) get asked most frequently is whether I think there is deflation or inflation in store for the US. My quick answer is "Yes." A brief answer is that we are in a deflationary period and have been for over 30 years, but like all cycles it will come to...
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In This Issue: QE3 and Thee But Will It Work? The Unemployment Dilemma There Are Some Economic Bright Spots What Happened To Inflation? The Bottom Line The Fed slipped a skyrocket under the stock market earlier this month when it announced QE3. Although the new stimulus program had been expected, not...
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In This Issue. * Currency rally fades. * QE3 has little bang for the buck? * Dudley tells it like it is. * Chilton sees illegal activity. And, Now, Today's Pfennig For Your Thoughts! Becoming Comfortably Numb. Good day. And a Wonderful Wednesdaty to you! As Gomer Pyle used to say, Surprise, Surprise...
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As long-time readers know, I get a large volume of research sent my way. I can't get to all of it every week, but I really do try. And today's Outside the Box, from a new (to me) source, hooked me from the first few paragraphs. Correlation is not causation, as we all know. That brings us to the...
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5.5% Unemployment Is Acceptable We Live in Uncertain Times With Apologies to Drunken Sailors What If They Gave a QE Party and No One Came? The Magnitude of the Mess We’re In Atlanta, New York, Orlando, and South America There is an intense debate going on in the first-class cabin of Economics Airlines...
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IN THIS ISSUE: 1. Fed Announces QE3 or “QE-Infinity” 2. Questioning Bernanke’s Logic on QE3 3. Why QE3 is Dangerous & May Not Work 4. Why QE3 is Unprecedented 5. Does Quantitative Easing Mainly Help the Rich? Fed Announces QE3 or “QE-Infinity” It came as no surprise...
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* QE3 kept things rocking... * What about retail sales... * Industrial production fell... * A good week for currencies... And, Now, Today's Pfennig For Your Thoughts! QE3 was in control... Good day. and welcome to the final approach of the third quarter so make sure you're seats are in the full...
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How Down Can Be Up If You Create the Rules The Fed to the Rescue? The Correlation Between Government Size and Growth Debt Be Not Proud Debt Overhangs: Past and Present Should the Fed Give Us QE3? Webinars, Chicago, Palo Alto, Atlanta, New York "In the financial markets, the current economic cycle...
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In This Issue: The Stock Market Is Showing Remarkable Resilience Why Nervous Investors Are Still Buying Stocks The Lure Of QE3 Stocks That Offer Good Yields Plus Likely Growth Watch Out For High Yield Traps Money Market Mutual Funds Come Under Scrutiny The Bottom Line The slow rebound from the spring...
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IN THIS ISSUE: 1. Spain in a State of Emergency 2. The Failure of Spain’s Bankia SA 3. Latest Red Herring: A Eurozone “Bank Union” Fix 4. The Future of the Euro and the Eurozone 5. Consumer Confidence Heads Further South 6. The Fed: Time for QE3? 7. June 25: The End of Obamacare Rally...
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IN THIS ISSUE: 1. Fed May Be Rethinking QE3 2. Timing: This is a Big Political Year 3. ECB Bailout Loans Top Three Trillion Euros! 4. Greece Avoids Ugly Default – For Now 5. When Does the Debt Day of Reckoning Come? Fed May Be Rethinking QE3 Even before the latest report showing that 4Q GDP rose...