Bernanke Seeks Gains for Stocks in Push for Jobs: Economy – Bloomberg 10-03-12

Salient to Investors: Peter Hooper at Deutsche Bank  said it’s clear the stock market is the most important transmission mechanism of monetary policy – the stock market will have to carry the load. Hooper says the Fed will stick with the bond-buying strategy through next year, and end up buying $800 billion of Treasuries

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U.S. Stocks Rise on Better-Than-Forecast Manufacturing – Bloomberg 10-01-12

Salient to Investors: James Paulsen at Wells Capital Mgmt said recovering manufacturing will significantly reduce recession fears, while fears regarding the euro zone have been diminishing in recent months. mutual loan Richard Sichel at Philadelphia Trust said people should focus on economic news – equities end up being the investment of choice. Barron’s reported

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Manufacturing in U.S. Expands Unexpectedly as Orders Rise – Bloomberg 10-01-12

Salient to Investors: Michael Feroli at JPMorgan Chase said the moderately expanding economy should keep overall manufacturing growing, but it’s hard to see material acceleration going forward. Dirk Chlench at Landesbank Baden-Wuerttemberg said US manufacturing looks surprisingly good against a weak China and EU area and the fiscal cliff. Read the full article at http://www.bloomberg.com/news/2012-10-01/ism-index-of-u-s-manufacturing-increased-to-51-5-in-september.html

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Wealthy Americans Gain Even as Republicans Decry Redistribution – Bloomberg 09-28-12

Salient to Investors: The Census Bureau Gini Index shows income inequality reached a new high in 2011. Quarterly corporate profits have almost doubled since the end of 2008, while workers’ inflation- adjusted average hourly earnings have declined. Anne Mathias at Guggenheim Securities said said fifty years ago it was how the other half lived,

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Consumer Spending in U.S. Stagnates – Bloomberg 09-28-12

Salient to Investors: Ryan Sweet at Moody’s Analytics said the consumer will be unable to lead the recovery. The saving rate dropped to the lowest since April, while disposable income had its weakest reading since November. The jobless rate has exceeded 8 percent for 43 months, the longest stretch since monthly records began in

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