SHADOW BANKING – REITS & CMBS Growth Competition for banking business lurks in the shadows 01-17-14 Tracy Alloway in New York Tighter rules for commercial lenders drive growth in shadow banking, writes Tracy Alloway Cocktails, cabanas and credit quality were some of the talking points at a commercial real estate conference held this week in […]
MONETARY POLICY – Dollar, Currency & Gold Outlook Merk 2014 Dollar, Currency & Gold Outlook 01-14-14 Axel Merk, Merk Investments Nothing normal about U.S. monetary policy During her confirmation hearings, incoming Fed Chair Janet Yellen testified that U.S. monetary policy is to revert towards more traditional monetary policy once the economy is back to normal. […]
The Future Of Jobs: The Onrushing Wave NOTE: The following has been extracted, modified and ‘reworked’ from the ECONOMIST: The Future Of Jobs: The Onrushing Wave. The facts cited were excellent, however the message of the facts was misunderstood — Gordon T Long.com TECHNOLOGY UNEMPLOYMENT One of the worries John Maynard Keynes admitted was a […]
Consumer Comfort The Bloomberg Consumer Comfort Index measures Americans’ perceptions on three important variables: the state of the economy, personal finances and whether it’s a good time to buy needed goods or services. A new index reading is generated every week, making it a timely sentiment gauge. The responses are broken down by participants’ sex, […]
Michigan Consumer Sentiment The University of Michigan Consumer Sentiment Index has more or less steadily risen since September of 2011. Each month’s final number had generally shown an improvement over the previous month having risen from 59.4 in September to a recent recovery high of 85.1 in July. Though falling since August it rebounded dramatically […]
Market Road Maps, SPX Road Map
WEEKLY The market has had a lift since last update, bringing it back to previous highs. The W%R has also lifted, moving further above the -20 level. This is indicating positive pressure on the market and a potential for the lift to continue. DAILY I had drawn in the blue & grey ellipses last update, […]