Economy

Economy

  • Bonds

    Economic Outlook

    January 05, 2005 BY Jim Floyd and Steve Leuthold

    Lower than expected 2004 budget deficit was a short term bond market positive, but longer term deficits are a negative.

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  • Stock Market

    View From The North Country

    October 05, 2004 BY Steve Leuthold

    After all the outrage over Enron and other accounting scandals, Congress is now working to over rule the FASB recommendations and guidelines regarding the accounting for options. They have clearly caved to the Tech lobby and their campaign contributions.

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  • Bonds

    Economic Outlook

    October 05, 2004 BY Jim Floyd and Steve Leuthold

    Bond yields have declined 40-55 basis points in the past three months.

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  • Stock Market

    View From The North Country

    September 05, 2004 BY Steve Leuthold

    Continue to conclude the cyclical bull market prevails but my level of conviction is down a few notches. Also, an oil message from the market and “Don’t Be Economic Girlie Men”.

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  • Bonds

    Economic Outlook

    September 05, 2004 BY Jim Floyd and Steve Leuthold

    Falling interest rates and declining oil prices should bolster consumer spending and hopefully get us past the current economic soft spot.

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  • Stock Market

    Today's Economic Recovery In Perspective

    August 04, 2004 BY Jim Floyd and Eric Bjorgen

    Current economic recovery may appear to be lagging, with a GDP growth rate of +3.6% ACR since Q1 2001, but most recent five expansions averaged +4.2% ACR and the big 1990-2000 expansion grew at only 3.4% per year. Economy is still healthy.

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  • Stock Market

    View From The North Country

    July 04, 2004 BY Steve Leuthold

    Steve's Half Time Report: A recap of the year so far, and our outlook for the second half of 2004.

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  • Stock Market

    Economic Outlook

    July 04, 2004 BY Jim Floyd and Steve Leuthold

    GDP growth of 5.0% projected for 2004. But, fast growing U.S. budget deficit ($458 billion in 2004?) is a significant problem for bonds.

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  • Bonds

    Economic Outlook

    May 05, 2004 BY Jim Floyd and Steve Leuthold

    GDP growth of 5.0% projected for 2004. But, fast growing U.S. budget deficit ($483 billion in 2004?) is a significant problem for bonds.

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  • Bonds

    Economic Outlook

    April 05, 2004 BY Jim Floyd and Steve Leuthold

    Don’t get drawn into the TIPs trap. Lack of attractive bond opportunities and prospects for higher inflation may draw investors to Treasury Inflation Protected Bonds. However, there is still risk of significantly higher interest rates, and the fact the inflation factor is tied to an unreliable CPI.

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