Wells Capital’s Jim Paulsen thinks the stock market’s recent climb has more to do with improving fundamentals than Federal Reserve policies — which means the rally could have some powerful…
Search Results for: federal reserve
El-Erian: Risk/Reward of QE3 Getting "Less Favorable"
PIMCO’s Mohamed El-Erian says the Federal Reserve shouldn’t do anything that would disturb the bottoming of the housing market, and says the risk/reward outlook of another round of quantitative easing…
Ritholtz: September Is "Make or Break" for Cyclical Bull
…thinks the Federal Reserve’s efforts have been misguided, investors can’t afford to ignore what the Fed does. “You cannot be out of the markets is the Fed is going to…
Paulsen: Say 'No' To QE3
Wells Capital Management’s Jim Paulsen says the Federal Reserve shouldn’t undertake another round of quantitative easing, and instead should focus on restoring confidence. “I think the Fed, by continuing to…
Sonders: Market to Meander; Stay Calm
…pulled ourselves out of this thing again.’” Sonders says she doesn’t think the Federal Reserve should engage in another round of quantitative easing. “The problem in our economy is not…
Wien's Reasons for Optimism -- and Concern
…“Those days are not returning any time soon.” He cites federal deficits and high unemployment as concerns, and says the unemployment raises the possibility of “social unrest”. To achieve major…
Paulsen Likes Industrials, Emerging Markets
…sector’s deleveraging process is further along than many people think, and why he thinks the Federal Reserve should focus more on improving confidence than on increasing liquidity at this point….
Einhorn Says Fed Should Raise Rates
Hedge fund guru David Einhorn says the Federal Reserve’s near-zero interest rate policy is counterproductive, and says it should raise rates to help the economy. Einhorn tells CNBC that low…
Sonders on "Shiny Objects" in the Wreckage
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while concerns abound in the economy — including a new “monetary cliff” that has resulted from the Federal Reserve’s recent…
Hussman: Recession Is Here
…many investors seem to be counting on the Federal Reserve to provide more quantitative easing, and thus haven’t been too rattled by the latest data. But, he says, a third…