by
Axel Merk
The illusory benefit of a weaker currency is to boost corporate earnings as companies increase their exports.
by
Mike Temple
We have seen something interesting unfold over the last month in the markets – signs of what we believe are the beginning of a Treasury breakout.
While misconceptions regarding the state of clean tech investing have run rampant, we believe the long-term case for new and clean energy technology grows stronger by the day.
by
Ed Yardeni
The jump in Lipper's weekly equity mutual funds inflows since the start of the year has sparked some chatter about a "great rotation" out of bonds and into stocks.
by
William Page
The hurdles for clean technology (clean tech) equities have been steep and numerous lately...
by
Paresh J. Upadhyaya
The U.S. averted the Fiscal Cliff with passage of the "American Taxpayer Relief Act of 2012" on December 31.
by
Anthony Valeri
We continue to favor corporate bond sectors in fixed income portfolios and their greater yields as defense against rising interest rates.
by
Christopher J. Molumphy
In this environment of sluggish growth, we think a number of fixed income sectors still hold some potential for investors.
by
Anthony Valeri
High-yield bonds may be "high-yield" in name only now. Robust demand for corporate bonds pushed the average yield on high-yield bonds further into record-low territory, closing at 5.75% last week.
by
Curt Overway
With capital gains tax rates increasing in 2013, investors are likely to turn over an even larger portion of investment returns to the IRS.
by
Anthony Valeri
We do not believe the recent bond market sell-off is the start of a sustained move higher in interest rates...
by
Janet Briaud
Considerably more pain will be required before patient investors have an opportunity to purchase stocks at attractive prices. Here's why.
by
Axel Merk
Sidetracked by the discussion over the “fiscal cliff” and possibly a New Year’s hangover, it’s time to face 2013 in earnest...
by
Sam Wardwell
December 31 was a media deadline, not a real deadline for a "fiscal cliff resolution," since Congress could act retroactively.
by
Jeffrey Kleintop and Burt White
In 2013, many different forces will combine to influence the direction of the markets to follow the path of least resistance leading to modest single-digit returns in the U.S. stock and bond markets...
by
Edward Jamieson
Equity markets in the US performed very well during 2012, in our view, despite continued uncertainty...
by
David Marcus
There has been a tremendous amount of coverage in the global press given to the European debt
crisis...
by
Axel Merk
While Treasuries are said to have no default risk as the Federal Reserve (Fed) can always print
money to pay off the debt, hidden risks might be lurking...
by
Dr. Ed Yardeni
Federal government spending has flattened out around $3.5 trillion at an annual rate since mid-2009. This follows a big jump during the previous two years. Dr...
by
Dr. Ed Yardeni
China’s Shanghai-Shenzhen 300 has been among the worst-performing stock markets so far this year.
However, it jumped 5.0 percent last week on better economic news out of China.
