Category: Economics

CNBC: Why the mixed signals on GDP growth are ‘driving me crazy’

Kari recently wrote a piece for CNBC about the recent divergence between “soft” data (economic surveys and sentiment indicators) and “hard” data (actual economic data points like jobs numbers and the unemployment rate). The data tells two different stories. Read the full article on CNBC.com

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WSJ: Inflation, Long Quiescent, Begins to Stir

By Greg Ip As expected, some price pressure from higher wages and commodities is starting to increase inflation.  Not such a bad thing if companies can pass on some cost increases. Read the full article in The Wall Street Journal

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Some Good News for Investors: The Bull May Still Have Spring in Its Step

By JEFF SOMMER AUG. 26, 2016 The bull market in stocks has been supported by two fundamental pillars: high corporate earnings and low interest rates. Both of these mainstays appeared wobbly early this year. Fortunately for investors, there is now some good news for both of them. Read the full article in The New York…

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CNBC Halftime Report with Karen Firestone

Kari joined The Halftime Report for the entire hour to talk about Facebook and Amazon in the wake of their earnings reports last week. Click on the links below to watch two of her clips. Clip 1: Facebook (she starts around 3:45) Clip 2: Amazon

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NYT: Why Is the Stock Market So High? Ask the Bond Market

By JEFF SOMMER JULY 30, 2016 This seems so obvious but the experts keep marveling that the market has continued to go higher.  Other than a mattress, it’s not easy to find a place to put your money where you can get it back quickly. Read the article in The New York Times here

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WSJ: U.S. Data Point to Stronger Economy

By Ben Leubsdorf This is the type of news the economy and the market needs.  Hopefully geopolitical risks won’t derail the recovery. Read the full article in The Wall Street Journal

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