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Category: Invest Confidently

Interest Rate Predictions

Interest Rate Predictions

and the survey says… September! The Wall Street Journal has been out on the street asking economists when they think the Federal Reserve is likely to begin increasing the Fed funds rate. Unlike Jay Leno’s interviews with average people on the street, not one economist asked, “What’s the Fed funds rate?” Although a few diehard economists (6 percent) believe a June or July increase is possible, the rest expect liftoff in September or later. The Journal explained the circumstances that…

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What is our Fiscal Space?

What is our Fiscal Space?

When a government has a lot of debt, is it better to implement an austerity plan and pay the debt down? Or, take advantage of low interest rates and invest in the country? Since the financial crisis, countries around the world have racked up a lot of debt through stimulus programs, financial bailouts, and other monetary and fiscal rescue efforts. When Should Public Debt Be Reduced?, a new paper published by the International Monetary Fund (IMF), reported advanced economies currently…

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When will Rates Rise?

When will Rates Rise?

When will the Federal Reserve begin to raise the federal funds rate? It’s a question that may affect U.S. markets more than any other during 2015. Last fall, Chicago Fed President Charles Evans noted:[1] “…Monetary policy does not presently face a conflict in goals; actions that support employment growth also help move inflation up toward our target. Yet, as I look to the future and assess risks, I foresee a time when a policy dilemma might emerge: Namely, we could…

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The pendulum swings back

The pendulum swings back

​ A manufacturing renaissance in america… really? In the 1950s, manufacturing accounted for 30 percent of America’s gross domestic product (GDP), which is the value of all goods and services produced in the United States. Today, it comprises about 12 percent of GDP. That’s a big change and it was accompanied by a big shift in employment. In its heyday, manufacturing companies employed about 20 million people in America. Today, that number has fallen to about 12 million. Continue Reading

Old World Investing

Old World Investing

The Old World focus was on beating “the market” through finding mispriced securities and actively trading them. Wall Street and associated insiders had information and technology advantages that allowed them to leverage their scale and talent. Continue Reading

Mid-Year Outlook 2014 – At a Glance

Mid-Year Outlook 2014 – At a Glance

At this year’s halfway point, we are pleased to offer the LPL Financial Research 2014 Mid-Year Outlook: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014.  For a free copy sign up for my newsletter and I’ll have it sent over.

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