…year. Paulsen tells Bloomberg that the market is digesting three major things: a big upward move in multiples; a repricing of long-term interest rates; and the Federal Reserve’s tapering of…
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Siegel Sees Win-Win for Stocks
…be. The Federal Reserve “would never accelerate tapering unless the economy was so much stronger, which has got to be good for earnings,” he says. “So in one way, you…
Yardeni: Near-Term Pause, But Bull Has A Ways To Go
…[another government budget sequester] now will happen every year for a 10-year period, and they add up,” he tells CNBC, adding that a possible tapering of the Federal Reserve’s asset-buying…
Paulsen: Tapering Will Lead To More Confidence, Not Less
…moves this year have mainly resulted from increased confidence, not the Federal Reserve’s policies, evidenced by rising price/earnings multiples. CEOs remain hesitant, however, which has limited capital spending. Paulsen thinks…
Sonders: Private Sector Growth Solid While Deficit Shrinks
…front. “Here is a story still under-told. The US federal budget deficit is plunging,” Sonders writes in recent commentary on Schwab’s site. “It’s been in a steady decline for over…
El-Erian: U.S. Improving, But "Not At Escape Velocity"
…fall in the next few months, but he thinks that the long-term environment is one of rising rates. He also says the Federal Reserve’s economic growth projections are too high….
Siegel: Taper Already Baked Into Stocks
Wharton professor and author Jeremy Siegel thinks the Federal Reserve will begin tapering its bond-buying program in September, and he thinks the move is already baked into stock prices. Siegel…
Rosenberg: Economy Picking Up Steam
…inflation, showing “organic, real” purchasing power gains. He also says the Federal Reserve shouldn’t lower the 6.5% unemployment rate target it set as a guideline for when it would pull…
Fear and Greed Are Your Friends
…also says that the “bloodbath in anything associated with yield as investors brace for the end of the Federal Reserve’s quantitative easing program” has made some real estate investment trusts…
J. Zweig: You Should Welcome Market Declines
…May, when fears about the Federal Reserve tapering its bond-buying program hit, investors yanked huge sums from those funds. With European and emerging market stocks getting hit particularly hard by…