Category Archive for "Economy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Fed Meeting Notes Released: Watch Gold Prices

April FOMC Meeting Notes Released The Federal Reserve Board just released their notes of the last FOMC meeting (April 24-25). The meeting notes highlight the Fed's concern for slowing momentum in the US economy and stated that additional actions may be needed to keep the recovery going. This is good news for the gold bugs, who have ...

The Business Optimism Index Was Released This Week

The NFIB Business Optimism Index came out this week showing continued optimism from small business owners: The Index of Small Business Optimism gained 2 points to 94.5 in April, a nice gain on an absolute basis. This month’s Index is the highest reading since December 2007, the peak of the last expansion.  Reports of positive earnings trends ...

Will Gas Prices Drop Before The Summer?

Will the pain at the pump continue? The pain at the pump is a little less severe than is was last month and there are some signs that gas prices may continue to drop. Crude oil inventories continue to rise - as more supply is placed on the market, prices will lower. Supply and demand 101. From ...

An Update On Copper

                              Copper prices are starting to head upwards again, after a month long decline on worries that events in Europe might slow global growth. In my 2012 outlook (see 2012 Outlook), I discussed how copper prices are a great indicator on the health of the global economy: Copper is an amazingly conductive metal, AND a fantastic gauge of the ...

Will A Weaker Consumer Hurt The Housing Market?

Today the most recent housing market data was released. Home prices fell 3.59% in September, according to the S&P Case-Shiller index. This follows the 3.78% decline seen the month before. Some key highlights from the report: The national index posted an annual decline of 3.9%, an improvement over the 5.8% decline posted in the second quarter. Detroit and Washington DC were ...

Yardeni on European Debt Crisis, U.S. Risks

Dr. Ed Yardeni is one of those guys who just makes sense. Below is a great interview from Bloomberg with Dr. Yardeni as he discusses Europe's debt problems and how the US may be headed down the same road. Nov. 18 (Bloomberg) -- Edward Yardeni, president and chief investment strategist at Yardeni Research Inc., talks about ...