Fed’s Liquidity Injections Are Not Creating Credit For The Real Economy – Dr Nouriel Roubini Blog 07-23-13

Salient to Investors: Nouriel Roubini writes: QE is not creating credit for the real economy, but instead boosting leverage and risk-taking in financial markets. The issuance of risky junk bonds is increasing and the stock market is at new highs, despite the growth slowdown. Money is flowing to high-yielding emerging markets.

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Job Seekers’ Optimism Seen Prolonging Low Fed Rates: Economy – Bloomberg 07-23-13

Salient to Investors: A strengthening economy that cause more Americans to seek work would paradoxically make it harder to lower the unemployment rate to the Fed’s target level. The BLS estimates there are 2.6 million interested in working who remained outside of the labor force because of discouragement, illness, or school. Joel Prakken at Macroeconomic

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How Demographics Hold Back U.S. Job Creation – Bloomberg 07-22-13

Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co writes: The total labor-force participation rates tend was 63.5 percent in June 2013 versus 67.4 percent in early 2000. The participation rates of 16-to 24-year-olds has declined sharply since 2000 as slow economic growth, limited jobs and rising unemployment rates have encouraged

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Fareed Zakaria GPS – CNN 07-21-13

Salient to Investors: Fareed Zakaria said: Unlike most developing nations, China spends little on subsidizing current consumption but spends massively on export-free zones, highways, rail systems and airports. No developing democracy has been able to ignore short-term political pressures and execute a disciplined growth strategy with such success. China’s growth

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