Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
World Economy Stabilizes in ‘Great Moderation 2.0’: JPMorgan
By Simon Kennedy, Ilan KoletLow market volatility and minimal employment variability means good news for equities, a JPMorgan analyst says.
April 08, 2014
Time for a Comeback in Cyclical Stocks?LPL Financials Jeffrey Kleintop says theres a tight relationship between economic surprises and the performance of non-defensive equities.
April 04, 2014
Western workers have good bonesMercer charts regional differences in short-term disability claim drivers.
April 03, 2014
How to protect your savings from the coming crisisAt its core the book Code Red is about central bank practices and is a good read that is tough to put down.
March 31, 2014
Fed of 1970s shows capacity clues may misleadThe decision of central banks to focus more on economic slack as a barometer of when inflation will become a problem could backfire.
March 31, 2014
Fed of 1970s shows capacity clues may misleadThe decision of central banks to focus more on economic slack as a barometer of when inflation will become a problem could backfire.
March 03, 2014
13 Best Finance Tweets of the Month: FebruaryFebruary came in with a lackluster jobs report, went out with the fleeing of the Ukranian president and brought Fed-inspired love notes in between.
February 21, 2014
Economist Sees Global Deflation Fears as OverblownThe United States, Europe and Japan have very different stories that believe the assumption that deflation is harmful and must be aggressively combated.