Sevens Report 8.27.13
Sevens Report 8.27.13
Author Archive for: Tom 2
Entries by Tom 2
The Economy: A Look Back and What’s Ahead
Economic data last week was largely supportive of the current market trends (improvement in global economic growth & tapering of QE in the U.S. to begin this fall). But the one glaring exception was Friday’s new home sales report, which implies higher mortgage rates are indeed acting as a headwind on the housing recovery.
Sevens Report 8.26.13
Sevens Report 8.26.13
Is This Decline a Buying Opportunity? Here’s The Key Indicator To Watch.
The turmoil in India seems to be asserting itself as the tail wagging the emerging-market dog. The relentless declines in the rupee have been a problem for months, but the acceleration recently has stoked concerns that we may see a full-blown capital flight out of India. That’s a pretty big concern, because…
Sevens Report 8.23.13
Sevens Report 8.23.13
Sevens Report 8.22.13
Sevens Report 8.22.13
Heres’s Why The Plunge in the Indian Rupee Matters To You
In May and June, when markets initially declined on the prospects of Fed tapering, I pointed out to my clients two very important things we all needed to keep in mind as the market started to adjust to the reality of higher interest rates in the future.
Sevens Report
Sevens Report 8.21.13
Sevens Report 8.20.13
Sevens Report 8.20.13
The Economy: A Look Back and What’s Ahead
If economic data had been “Goldilocks” (meaning good, but not so good that the Fed would “taper” QE early) domestically during the past two months, then last week’s data was decidedly “anti-Goldilocks.” (It wasn’t bad enough to remove the prospects of tapering, but it wasn’t good enough to give people confidence the economy can keep growing if the Fed pulls back.)