Salient to Investors: TIPS have plunged 8.8 percent in 2013, the most since their debut in 1997, as consumer prices in the US rose 1 percent last month, the smallest increase since 2009. Peter Fisher at BlackRock said the idea that central banks can always get the inflation rate they
READ MORE... →Salient to Investors: Caroline Baum writes: Bernanke deserves credit for stabilizing the economy during the financial crisis after failing to identity the implications of the subprime crisis. The US outperformed the rest of the world in large part because of the Fed’s aggressive monetary policies. The Wall Street Journal says
READ MORE... →Salient to Investors: Jim Rogers said that historically, every country in this kind of situation had problems and did not get out of it without a crisis or a semi-crisis Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/us-debt-and-lessons-of-history.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Gary Shilling at A. Gary Shilling writes: The Fed usually starts raising the federal funds rate before economic expansions are very old but this time will wait until the wave of de-leveraging, and the related slow growth, has ended. De-leveraging after major financial crises usually takes a
READ MORE... →Salient to Investors: William Pesek is writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural
READ MORE... →Salient to Investors: David Mericle and Jan Hatzius at Goldman Sachs said: US economic weaknesses are more cyclical than secular. US growth will rebound in 2014 to as high as 3.5 percent versus the 2.25 percent average recovery rate so far. The slow rate of recovery is in line with
READ MORE... →Salient to Investors: Richard Koo at Nomura Research Institute said: Abenomics is finally addressing Japan’s fundamental economic problem: getting households and businesses to borrow. In this balance-sheet recession, consumers preferred to aggressively pay down debt instead of spending following the burst of the asset price bubble in the early 1990s. Companies
READ MORE... →Salient to Investors: Jim Rogers writes: People have tried the gold standard many times but in the end it has always been abused by politicians. It has never worked before for any long period of time. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-gold-standard-never-works-for-long.html Click here to receive free and immediate email alerts
READ MORE... →Salient to Investors: Jim Rogers said that for the first time in recorded history, all major central banks and governments are printing huge amounts of money. Read the full article at http://jimrogersonthemarkets.blogspot.com/2013/12/the-main-thing-to-watch-central-banks.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Resistance to hiring will help push S&P 500 Index profit margins above 10 percent next year, the highest ever. The 5-year rally has restored $14 trillion to share prices, yet US payrolls remain 1.5 million below the level in 2008. Michael Holland at Holland & Co said
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