In the latest edition of Consuelo Mack’s WealthTrack, two top strategists — Blackrock Global Allocation Fund’s Dennis Stattman and ISI Group’s Ed Hyman — offered their takes on the economy…
Category: Economy
Gross: Debt Has Consequences
PIMCO’s Bill Gross says Americans are not realizing the impact the country’s debt burden will have, and says stock investors should be looking elsewhere for strong returns. “The American hegemon…
Sonders "Very Optimistic" Heading into 2011
Charles Schwab Chief Investment Strategist Liz Ann Sonders, whose calls on the start and end of the “Great Recession” proved quite accurate, says she’s “very optimistic” heading into 2011. “I…
Fisher: U.S. Debt More Manageable Than You Think
Kenneth Fisher says that the global economic recovery is stronger than many realize, and says 2011 should be a “relatively easy year for stock pickers”. “There is an abundance of…
Ritholtz Sees Rally Continuing, Risk Factors Building
Barry Ritholtz of FusionIQ and The Big Picture blog says he expects the market rally to continue into the first quarter of 2011, though he sees risks accumulating over the…
De Vaulx Talks Economy, Wal-Mart, and Margins of Safety
Top value manager Charles De Vaulx recently discussed some areas of the market he’s high on in an interview on Bloomberg Television. De Vaulx says he’s cautious about the current…
Dreman: Fed Laying Groundwork for "Serious" Inflation
In his latest Forbes column, David Dreman bashes Federal Reserve Chairman Ben Bernanke, and says it’s likely that the Fed’s continued quantitative easing will lead to “serious inflationary repercussions for…
How the World Might Look in 2050
How will the economic world look in 40 years or so? A new report from banking giant HSBC, entitled “The World in 2050”, takes aim at that question, and comes…
Siegel vs. Shiller on Economy
What’s ahead for the economy in 2011? Economists Jeremy Siegel and Robert Shiller have two different takes on that question. The two top economists shared their views on NPR’s On…
Doll Sees S&P 1350 by Year-End
Blackrock’s Bob Doll says he thinks the S&P 500 is going to rise to 1,350 — and probably higher — by the end of 2011. Doll tells Bloomberg that he…