1. Economic Outlook: Investors Keep Calm and Carry On
(Matching tags: Economic Outlook,economic indicators,economy,markets,stocks,bonds)

The Portfolio Strategies Group of SEI has released its first-quarter 2013 Economic Outlook. Some of the highlights are: ...

2. Recovery In U.S. Is Lifting Profits, But Not Adding Jobs
(Matching tags: economy,Economic Outlook)

The U.S. recovery is a strange one, by historical measures. Stock prices are soaring but companies are not hiring, and Federal budget cuts are expected to widen the gap. This analysis is troubling because ...

3. Fed Says Slight Rise In Interest Rates Is Sign QE Stimulus Is Working
(Matching tags: economy,Economic Outlook,economic indicators)

Fed chairman Ben Bernanke testified to the House Financial Services Committee on Wednesday that interest rates have increased slightly as a sign that the economy is recovering.   He said it ...

4. Junk Bond Issuers Join Crowd Warning Of Interest Rate Risk On Bonds
(Matching tags: markets,Economic Outlook,client education)

Now, even junk bond issuers are warning that prices on the bonds will drop when interest rates rise.   They say their job is to properly structure deals for companies that can fulfill the obligations ...

5. Durable Goods Orders Fall But Show Underlying Strength Excluding Defense And Aircraft
(Matching tags: economy,Economic Outlook,economic indicators)

Durable goods orders fell primarily on the sharpest decline in over a decade in Pentagon orders for long-lasting manufactured products.   Overall orders fell to 5.2% in January to a seasonally ...

6. Calculations In Economic Reports Are Increasingly Viewed With Skepticism By Investors, Making It Difficult To Make Decisions And Possibly Hampering Economic Recovery
(Matching tags: Economic Outlook,Congress,investor behavior)

Are government statistics and economic reports really offering investors the information they need to make prudent investment decisions?   John Browne says that the calculations used in these ...

7. Fed Meeting Minutes Show Increasing Likelihood That QE Program May End Sooner Than Expected
(Matching tags: economy,Economic Outlook,Federal Reserve)

...    Several participants said the committee should be prepared to vary the pace of those asset purchases based either on changes in the economic landscape or as it reevaluates the costs and efficacy ...

8. Home Builder Sentiment Wanes, Indicating Moderate Housing Recovery And Also Remaining Concerns
(Matching tags: Economic Outlook,economic indicators,economy)

Analysts are predicting that new home construction slowed a bit during January from a four-year high.   Momentum paused early in the year with builders breaking ground on 920,000, down from ...

9. Answers To 11 Questions From Advisors About The Philly Fed's Business Condition Indicator, Bull Market, Optimism, Government Debt, And More
(Matching tags: Economic Outlook,investing,economy)

How can Congressional Budget Office suggest 4.75% growth?  Doesn't this seem highly optimistic? Remember, the 4.75% is a “nominal” figure that includes inflation. CBO’s forecast ...

10. Simpson And Bowles Renew Effort To Reach Bipartisan Compromise On Deficit Reduction; It's The Fourth Try In Three Years
(Matching tags: Congress,Economic Outlook,deficit)

Alan Simpson and Erskine Bowles are at it again. On Tuesday, February 26, they will offer yet another fix for the tax code and the US deficit.   The effort is to carve a path toward bipartisan ...

11. Labor Supply Expected To Increase 1.2% As Those Who Gave Up On Finding A Job Re-Enter The Search
(Matching tags: Economic Outlook,economy,Federal Reserve)

The labor supply will expand approximately 1.2% this year. Philadelphia Works, Inc. connects employers to prospective employees and the non-profit is seeing a pickup in the number of Americans seeking ...

12. Continuing Global Risks Spur Caution Statement From G20 Nations
(Matching tags: Economic Outlook,European zone,world economy)

The G20 nations met this weekend and tried to address the uncertainties that still characterize the global economy. And there are a number of them.   Fears of a currency war aside, the desperate ...

13. How Do President Obama's Economic Statements Stack Up Against Other State Of The Union Addresses? Advisor One Traces 12 Past Presidents' Major Economic Themes
(Matching tags: economic indicators,Economic Outlook,economy)

...  But what have been the ideas of the 12 presidents in the most immediate past? Advisor One’s Dan Berman offers a look at each of the past 12 presidents’ big economic ideas. ...

14. Strong Momentum and Elevated Sentiment
(Matching tags: S&P,stocks,Economic Outlook)

... as investor sentiment appears to be somewhat stretched. However, we believe that the underlying economic fundamentals validate the optimism reflected in stock prices ...

15. Weekly Jobless Claims Fall More Than Expected With Four-Week Average Still Near Five-Year Lows
(Matching tags: economy,Economic Outlook,economic indicators)

The labor market continues to improve overall despite apparent setbacks around the end of the year and in January.   Weekly jobless claims fell more than expected, declining by 27,000 to a seasonally ...

16. Hedge Funds Reap Huge Returns On Bets Against The Yen
(Matching tags: Economic Outlook,currency,world economy)

  Japan’s focus on weakening its currency to boost its economy has boosted returns for some of the largest hedge funds in the US who bet against the currency and made billions.   George ...

17. Housing Prices Were Up During 4th Quarter Even As Economy Slowed
(Matching tags: economy,Economic Outlook,economic indicators)

Single-family home prices rose during the fourth quarter in 88% of US cities despite the slowdown in economic growth.   The low interest rate environment and improvement in the job market along ...

18. Revision Of Commerce Department Report Will Likely Show Small Increase, Not Decline, Of Fourth Quarter GDP
(Matching tags: deficit,economy,Economic Outlook)

The fourth quarter of 2012 saw the hiring of 603,000 workers but no increase in the amount of output.   That is one interpretation of the most recent set of data and it is likely to be revised ...

19. Recent Research Speculates On The Real Effects Of The Rebounds In The Stock And Housing Markets On Household Wealth
(Matching tags: Economic Outlook,mortgage debt,economic indicators)

How much value has been returned to US companies trading on US stock exchanges since stocks hit their lows four years ago? Think $10 trillion.   But has that figure along with the resurgent ...

20. G20 Nations Blame Japan For Currency War And Threaten Retaliation But Currency War Could Bolster Global Economic Growth
(Matching tags: world economy,interest rates,Economic Outlook)

Finance ministers from Russia to Thailand are complaining that Japan is starting a currency war in its effort to devalue the yen and induce inflation to turn its deflationary economy around.   ...