Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Our Worst Enemy
By John SullivanI was in my car listening to afternoon drive-time, psychobabble BS when the guest said, "I don't fix problems, I fix people." Simple enough--people cause...
October 15, 2010
CPI Showed Inflation Flat in September, but Consumers not BuyingEconomic data released Friday showed that consumer prices were flat in September, but the low rate of inflation was not enough to boost consumer sentiment.
October 14, 2010
New Board Confidence Index: ‘Barely Optimistic’ About EconomyA new index that debuted Thursday measures the confidence of company executives in a way that, according to the index's originators, "provides the view...
October 11, 2010
Home Affordability Is Highest in 40 Years: Beacon EconomicsIn August, U.S. homes were at their most affordable level since data became available in 1969, according to a new index by Beacon Economics, a Los Angeles-based macroeconomic forecaster.
October 07, 2010
What Could Derail the ‘New Bull Market?’The final jury is still out on what's next, but we know that perception can change at a whim. Don't misinterpret the current bullishness as a reliable buy signal.
October 05, 2010
When New York Fed’s William Dudley Speaks, People ListenDudley outlined two steps the Fed could take to help mitigate some of the current economic woes. Did he go too far or just far enough?
October 04, 2010
PIMCO’s El-Erian Says to Resist China BashingPIMCO CEO and co-CIO Mohamed El-Erian says the United States needs to tread carefully in its economic dealings with China in order to not upset that country's growth.
October 01, 2010
Behind the Numbers with Gary ShillingOur bond allocation reflects the level of uncertainty that still exists in the world. Treasuries are still a safe haven. Inflation is non-existent and I...