After opening higher today, the S&P 500 was trading 0.6% lower at 11:47 AM ET. The tech-heavy Nasdaq and industrials-focused Dow were down 0.5% and 1%.
After rising on easing trade tensions on Tuesday, US stock market indexes crashed yesterday. The S&P 500 (SPY) fell 2.9%, and the Nasdaq (QQQ) fell 3.02%.
Inflation is moving up towards its target, but it still has a ways to go before it gets there. Paul Krugman believes raising rates could keep inflation from reaching that target.
In his investment outlook for November 2016, Bill Gross advises investors to be prepared for lower stock earnings and PE (price-to-earnings) ratios in the future.
In his investment outlook for November 2016, Bill Gross acknowledges that a corporate-led effort to create more jobs in the economy would be effective.
Lending stuck in low gear Central bankers in major developed markets (EFA) (VEA) have been ineffective in spurring lending and credit creation enough to set the economic engine rolling. Despite central bankers’ constant efforts at increasing the money supply in the economy, lending seems to be stuck in low gear. Lower rates aren’t equating to […]
One of the biggest drivers raising public debt in the United States is entitlements. The include Social Security and Medicare, which make up about 60.0% of federal spending.
According to the CRFB, Hillary Clinton’s plan would increase public debt in the United States (IVV) (VOO) by about $200 billion over the next ten years
At the third presidential debate on October 19, 2016, Chris Wallace asked the two presidential candidates why they believe their plans could create jobs and growth.
Let’s look at Donald Trump’s and Hillary Clinton’s views on the most pressing issues that the US economy is currently facing, including growth, debt, jobs, and trade deals.
Where are the three big forces heading? Earlier in this series, we touched upon the the major forces that Ray Dalio believes drive every economy: productivity growth, the short-term debt cycle, and the long-term debt cycle. Let’s now assess these forces in light of the current market environment. Productivity growth Productivity growth in the US economy […]
The “three big forces” Ray Dalio believes that “three big forces” drive all economies. These are: productivity growth the short-term debt cycle the long-term debt cycle An economy has to go through upturns and downturns Central bankers need to study the determinants of productivity for their economy. The determinants could include the costs of education, […]
“Risks are asymmetric on the downside” On the economy, Ray Dalio stated that “the risks are asymmetric on the downside, because asset prices are comparatively high at the same time there’s not an ability to ease.” Courtesy of the current global monetary policy’s low interest rates, asset prices are artificially inflated—so much so that they’ve […]
This isn’t a normal business cycle Billionaire hedge fund manager Seth Klarman said, “the stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” Ray Dalio believes that this isn’t a normal business cycle. In our April 2015 series Business Cycle Investing: What Should You Look […]
