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Why These Retailers May Beat Sales Estimates
Will we see a surprise pick up in retail sales? At least, we can't blame the weather if they don't. :-)
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DailyFX - US Dollar Will Have to Weigh 3Q GDP for Fundamental and Risk Impact
Expecations for 3rd Qtr GDP is a year over year growth of 3.2. The expectations are high, and any disappointment in the estimated GDP numbers will not be good for the dollar or the stock market.
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Consumer Confidence Unexpectedly Falls in October - Economy * US * News * Story - CNBC.com
Consumers wary ahead of the holiday shopping? I am not so sure. I was at restaurant over the weekend that was overwhelmed by demand. Just a few weeks ago they were running empty.
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Recovery On: GDP Jumps, Jobless Claims Move Lower - Economy * US * News * Story - CNBC.com
Good news! Finally, the US is out of a recession. Though it will not be officially announced until months.
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Riding The Recovery Requires A Balancing Act - Winterizing Your Portfolio 2009 - Special R...
When the economy is recovering, help your portfolio recover as well. Don't wait till everyone wakes up to the recovery.
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Economy growing but recovery could be at risk - Yahoo! Finance
How will the economy hold up when the stimulus dollars run out?
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Manufacturing, Pending Home Sales Surge - Economy * US * News * Story - CNBC.com
More evidence that the economy is recovering. Don't be fooled by reports trying to dissuade you from being long the market!
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Fed Should 'Come Off the Pedal' on Rates This Week: Ferry - Economy * US * News * ...
The Fed will probably make a change to their statement to acknowledge that the accommodative stance can slowly be easied.
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Factory Orders Top Expectations, But Inventories Fall
Another sign that the economy is slowly improving. The reductions in inventories is creating pent-up demand that would have to be met by increased investments and production.
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Federal Reserve Seen Staying on Easy-Money Path - Economy * US * News * Story - CNBC.com
I think interest rates will remain at a low level for at least another six months to a year. Fed would not change their stance at this meeting.
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Why US Officials Aren't Worried About Dollar's Fall? Not Yet
Fears over dollar's status as a reserve currency being under threat are overblown. Sure, there will be some diversification, but US economy still is by far the largest, and most free.
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The Associated Press: Dollar declines ahead of Fed statement on rates
Dollar has become the 'carry-trade' currency replacing Yen. This is more an opportunistic trade than a reflection on lose of dollar's status.
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Productivity Jumps Higher as Job Losses Show Drop - Economy * US * News * Story - CNBC.com
Jobs always lag the economic recovery. Businesses want to make sure they improvements in productivity alone cannot meet demand before they start to hire again.
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Jobless Rate Jumps to 10.2% as Labor Market Still Weak - Economy * US * News * Story - CNB...
Remember employment is a lagging indicator. The key is that joblosses have peaked. We saw productivity increase dramatically. Job creation will follow.
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Jobless Rate to Hit 10.5%, Keeping Fed in Box: Poll - Economy
Economists can often suffer from 'herd' mentality. The fall over each other to predict what the economy is going to do. Most of them are wrong at the turning points.
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New Lows for Stocks Next Year: Equities Bear - Economy
More bearish commentary. Does not mean it would happen, but right now the market does not agree with them! Follow the market!
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AIG Moving Toward Repaying Bailout: Moody's - Companies * US * News * Story - CNBC.com
I hope Moody's gets this one right. They only missed the entire Credit Default Swap issue, give them a break!
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Consumer's Mood Worsens On Worries About Jobs, Income - Economy
Consumers will remain cautious, but we should remember that employment lags the economy growth.
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Investors Trim US Holdings, Seek More Growth Abroad
While slow growth might be a reality for longer term, the market is more focussed on the recession ending, and immediate growth.
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Retail Sales Show Gain, But Manufacturing Gauge Slips - Economy
As the recovery takes hold, we would see ups and downs in the economic data. Use any opportunities this provides to get into the market or add to your positions.
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Fed Will Keep Rates Low Despite Dollar's Fall: Bernanke
Seems like the Fed is closing watching the dollar weakness but is not overly concerned. It should be noted that the interest rate differentials are not as alarming they are made out to be.
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Housing Starts Show Sharp Drop; Inflation Still Tame - Economy
Has the approaching winter anything to do with this? How about the recent bad weather across the country?
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