Macroeconomic Predictions

Kyle Bass

Kyle Bass’ War Against Pharmaceutical Companies Goes On While The Masses Overlook China’s Real Problem

Those who seek to profit from shorting strategies should keep a close eye on Kyle Bass’ war against the pharmaceutical industry. The founder of Hayman......(read more)

Ray Dalio On Why Investors Shouldn’t Fear Potential Rate Hike, And Why Quantitative Easing Is Bound For A Comeback

Hedge fund legend Ray Dalio plays down the importance of a potential interest rate hike by the Federal Reserve in a recent interview with Bloomberg’......(read more)
JP Morgan Chase JPM Office

5 Companies That May Suffer From A Potential Rate Hike

The Federal Reserve will release its rate decision at the end of this week’s two-day policy meeting. Some people suggest that financial markets......(read more)

Howard Marks’ Investing Strategy In The Current Risk Environment

Howard Marks, the chairman of the investment firm Oaktree Capital Management, says that “the most attractive assets classes now are the ones that the......(read more)

Ken Fisher Suggests More Trouble Is On The Way: Recent Stock Market Correction Similar To Asian Financial Crisis Of 1997

The recent stock market correction resembles the situation during the Asian financial crisis back in 1997 and does not suggest an end to the bull market......(read more)
George Soros

George Soros Thinks Europe Needs Fiscal Stimulus While Other Investors Bet on Weaker Euro

George Soros is a famous investor who once in 1992 managed to score $1 billion in profits by betting short $10 billions worth of british pounds, an event......(read more)
Leon Cooperman Omega Advisors

Don’t Fear Interest Rising Initially, Fear That They Don’t Rise: Leon Cooperman

Financial expert Leon Cooperman remains optimistic about the U.S economy as inflation continues to decline with oil prices making lows in the recent weeks......(read more)
Fedex FDX

FedEx Corporation (FDX)’s Post Holiday Rate Hike Is Only Good News For Santa

FedEx Corporation (NYSE:FDX) announced that it is going to increase prices across all its services by an average of 4.9%. CNBC‘s Dominic Chu reported......(read more)
Yahoo icon

Lower Liquidity for Yahoo! Inc. (YHOO) in Wake of Alibaba’s IPO

Yahoo! Inc. (NASDAQ:YHOO) is not only facing the fear of investors fleeing away after Alibaba’s IPO stops being the headline, but might also suffer......(read more)
hedge fund research

SPDR S&P 500 ETF Trust (SPY): Is Soros Aiming For a Big Correction?

Billionaire investor George Soros boosted his position in SPDR S&P 500 ETF Trust (NYSEARCA:SPY)’s Puts by around a sixfold during the......(read more)

Stanley Druckenmiller on Fed’s Interest Rate Policy

The billionaire investor and George Soros‘ Protégé, Stanley Druckenmiller gave a presentation discussing the Federal Reserve’s interest rate......(read more)
US Dollar Bill Currency Money

The Fed’s Economic Projections: Lower GDP Growth, Lower Unemployment, Higher PCE Inflation

Along with its latest press release (more info on the $10 billion reduction in tapering), the Federal Reserve System released today its “Economic Projections......(read more)
U.S. Financial Hub: Wall Street

CEOs Expect GDP to Grow by 2.3% in 2014

The Chief Executive Officers (CEOs) in the United States expect that 2014 gross domestic product (GDP) will increase by 2.3%, according to the Business......(read more)
US Dollar Bill Currency Money

FOMC Further Reduces Tapering by $10 Billion; Federal Funds Rate Unchanged

In its latest press release, the Federal Reserve System has revealed the latest monetary policy decisions taken by the Federal Open Market Committee.......(read more)
Offshore Oil Drilling BP RIG

Christopher Grisanti on The Oil Spike: More of an Opportunity than a Problem

On June 17, Christopher Grisanti, co-founder at Grisanti Capital Management, was interviewed on Bloomberg Television’s “Bloomberg Surveillance.”......(read more)
US Dollar Bill Currency Money

The US Has to Find New Ways to Grow the Economy: Stephen Roach

With the U.S. GDP declining by an annual 1% in the first quarter of 2014, and the IMF recently cutting its growth forecast for the country’s GDP......(read more)
Christine Lagarde

Christine Lagarde: The Cut in U.S. GDP Growth Forecast is Not a Sign for a Downward Spiral

Following the today’s press conference of the head of the International Monetary Fund, Christine Lagarde, she was invited to Bloomberg Television......(read more)
International Monetary Fund

IMF Cuts U.S. Growth Forecast to 2% from 2.8%

On Monday, on a CNBC‘s program, Steve Liesman talked about the International Monetary Fund (IMF) cutting the outlook on the United States economic......(read more)

A Market Correction Is Long Overdue And The Current Spike In Oil Prices Is Insignificant

The markets have had few news to react to and has been trending higher for a long period. Is a pullback or a correction overdue? Hank Smith, Chief Investment......(read more)

Bond Market Growing Amid Slow Economic Growth: James Reynolds

James Reynolds, the chairman and Chief Executive Officer at Loop Capital, in his recent intervention on Bloomberg has discussed the bonds market and......(read more)

May Producer Price Index Drops 0.2%; Up 2% Year-Over-Year

The Producer Price Index (PPI) has dropped 0.2% for the month of May, according to data from the Bureau of Labor Statistics. The index dropped by 0.1%......(read more)

Oil Prices At Risk if Iraqi Tensions Move South

The price for oil has pushed higher mainly on the back of the Iraqi crisis. On Friday the WTI oil price reached $107.68, which represents a new 52-week......(read more)

Martin Feldstein: The Inflation Might Pick Up

Martin Feldstein, the former president of the National Bureau of Economic Research, have been interviewed by CNBC about the Fed policies, inflation and......(read more)

Rick Santelli and Rep. Scott Garrett on Federal Loans

Early Thursday, CNBC’s Rick Santelli and Representative Scott Garrett (Republican-New Jersey), discussed fair-value accounting in Government loan......(read more)

Initial Claims Number Down to 312,000 from 313,000; Unemployment Rate Unchanged at 2.0%

The U.S. Department of Labor has posted today the unemployment insurance weekly claims data. According to a statement, for the last week, ending June......(read more)

J.P. Morgan Funds’ VP Insight on Markets: Europe, BRIC and South Africa

In a recent interview on CNBC, Andres Garcia-Amaya, JPMorgan Funds’ Vice President and Global Market Strategist, explained why he likes Europe better......(read more)

Jeff Rosenberg: There Is A Lot Of Complacency In The Market; The ECB Is Continuing The Financial Repression

Markets are not ready for a change in the message from the Federal Reserves, Jeff Rosenberg, BlackRock’s Chief Investment Strategist for Fixed Income......(read more)

Euro Falls as Euronext’s IPO Closes Up (and Other Related News)

IntercontinentalExchange Group, Inc. recently declared that the IPO of Euronext, its stock exchange operator, could be valued at up to 1.75 billion Euro......(read more)

Japan GDP Revised Growth Above the Market Expectations

Japan’s economy has done much better than it was anticipated. For the first quarter of the year, the Gross Domestic Product of the country gained......(read more)

Non-Farm Payrolls Up by 217,000, Uneployment Rate Unchanged at 6.3%

The U.S. Bureau of Labor Statistics reported today the unemployment data for the last month. According to the report, the nonfarm payroll employment......(read more)

Initial Jobless Claims Data Goes Up to 312,000 from 304,000

Today, on June 5, the U.S. Department of Labor has released its weekly unemployment insurance claims data. In this way, for the last week, the figure......(read more)

Leon Cooperman Talks Emerging Markets, 2014 Market Prediction

Leon Cooperman is one of the legendary hedge-fund voices that investors listen to for guidance about the markets and stocks. As the head of Omega Advisors......(read more)

Nobel Winner: Market is Looking a Lot Like the 1930s

For those in the markets, the name Robert Shiller may not ring much of a bell. But for those who are into the macroeconomic picture and oook to some of......(read more)
Ben Bernanke

When Will The Fed Taper?

Now a buzzword, “taper” has come to symbolize the potential slowing of bond purchases that the Federal Reserve will presumably begin in the near future......(read more)
Ben Bernanke

U.S. Economic Radar – August 23, 2013

Recap of the past week’s U.S. economic releases: 1). New home sales sunk 13.4% in July to a seasonally adjusted annual rate of only 394k. That rate......(read more)
Dow Jones Industrial Average 2 Minute (INDEXDJX:^DJI)

The Great Recession Is Over (On Average)

The Great Recession began in December 2007. That’s when the official scorekeepers at the National Bureau of Economic Research said it began, anyway......(read more)
Barack Obama serious

America Continues Its Dominance In Creating Wealth Inequality

A recent study from a global group of economists shows that the United States continues to be the leader in creating income inequality. Facundo Alvaredo......(read more)
JPMorgan Chase & Co (NYSE:JPM)

JPMorgan Research Top 10 Macro Questions for 2013

At the start of every new year I like to read sell-side research from big banks, such as JPM or Credit Suisse. I have taken lots of ideas and insights......(read more)
Largest Financial Services Companies

Inside Citi’s 2013 Agriculture Outlook

As 2012 comes to a close, Wall Street begins to look ahead to the coming year and what trends will have the biggest impact on the commodity world. Financial......(read more)
Biggest IPOs in US History

Gold’s 12 Year Run May Finally Be Over

It is no secret that gold is one of the most talked about assets of the last few years, as this metal’s historic run has put it in the limelight. The......(read more)
Apple Inc. (AAPL)

Here is Why Apple Inc. (AAPL) Could Fall Below $425

In early November, the dire predictions of one Apple Inc. (NASDAQ:AAPL) bear were making their way around the blogosphere with frenetic haste. That bear......(read more)
iShares Dow Jones US Home Const. (ETF) (NYSEARCA:ITB)

Rising Won has South Korea Worried

South Korea’s currency, the won, has been rising against the currencies of its major trading partners, China, the United States, the European Union......(read more)
iShares Dow Jones US Home Const. (ETF) (NYSEARCA:ITB)

Why we can’t simplify bank regulation

Is simplicity the new new thing? The front page of the new issue of Global Risk Regulator — the trade mag for central bankers around the world — features......(read more)
Greece Total Bank Deposits Graph

Collapsing Greece Bank Deposits and Skyrocketing Home Invasions

Greek banks have been losing their deposits since the beginning of 2010. Total deposits stood at 245 billion euros at the end of 2009. That number fell......(read more)
setting up a hedge fund

George Soros’ Financial Times Article

George Soros penned an article for Financial Times titled “Germany’s reticence to agree threatens European stability”. You can read the......(read more)

Germany 1 – Greece 0: Greeks Asking for a Bailout

In Euro 2012 today German midfielder Lahm scored a goal just minutes ago and Germany is leading Greece 1-0. Greeks don’t want to be kicked out of......(read more)

Markets Rebuff Moody’s Downgrades, Sailing Strong in Afternoon Trade

A day after Moody’s downgrade of 15 large investment banks all over the world, markets today seem to care less about ratings and downgrades. The Dow......(read more)
Bank Downgrades

Moody’s Downgrades 15 Major Banks

What other Credit Rating Agencies have been doing one step at a time, Moody’s did that and much more in a single stroke. After markets all over the......(read more)

Initial Unemployment Claims fall, 4-week average at 6 month high.

Seasonally adjusted initial claims for unemployment stood at 387,000 in the week ended June 16, according to the data released by the Department of Labor......(read more)
Barack Obama serious

JOBS Act Accidentally Relaxes Hedge Fund Rules

President Obama recently enacted into law the Jumpstart Our Business Startups Act, or more commonly known as the JOBS Act. Its main aim is to create more......(read more)

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