Here’s an update on one of the most surprising and significant stories this Fall: the rapid decline in oil prices.
With more disappointing economic news out of Japan and Germany, the United States continues to look like an island of prosperity in an ocean of slow global growth.
As economic and monetary conditions continue to diverge between the United States and the rest of the developed world, stocks are poised for continued strength.
Here’s an update on one of the most important debates happening at the Fed right now.
As the dust settles from last week’s “wild ride,” several market observers offer their most plausible explanations for why markets are suddenly so volatile.
Volatility came roaring back this week as markets reacted to fears over disinflation, another European crisis and Ebola. It’s helpful to keep in mind, however, that corrections are part of the natural order.
Expectations are high as the US economy kicks into gear and the Federal Reserve starts to make plans for liftoff. Meanwhile, falling oil prices present a potential speed bump on the runway.
A shrinking deficit over the last four years has very likely restricted the supply of US debt, affecting interest rates in a way that many failed to predict. The war against ISIS potentially changes this situation.
Markets rallied yesterday after the release of “dovish” Fed minutes, however weak data out of Germany this morning appears to have quelled the momentum.
While the labor market is certainly improving, inflation expectations are still depressed thanks to a rallying dollar and stagnant wage growth. Meanwhile, emerging markets continue to borrow at record low interest rates as Europeans hoard savings.