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US Q2 2013 GDP & Jul FOMC Meeting Preview BY LIVESQUAWK

US Q2 2013 GDP & Jul FOMC Meeting Preview BY LIVESQUAWK

5 mins. to read

The Federal Open Markets Committee (FOMC) is widely expected to keep monetary policy on hold at its July meeting. Nevertheless, the meeting is unlikely to be a non-event. The Committee will have seen US GDP data for the second quarter before the conclusion of the policy meeting on Wednesday; therefore, any policy decision – or…

Zak Mir on US tech, parallel universes and playing Farmville

Zak Mir on US tech, parallel universes and playing Farmville

2 mins. to read

I suppose the reason that it is becoming ever easier to be bearish on stocks in general, and those in the U.S. in particular, is the box that the Federal Reserve has placed itself in over QE. Indeed, to my mind the die of doom was cast last September as the central bank sought to…

Titan Investment Partners first fund overview PDF’s out

Titan Investment Partners first fund overview PDF’s out

3 mins. to read

As I write (27 July 2013), it looks like the worst of the sell off seen in mining and gold mining stocks has now passed. During the month of June alone, the benchmark (the ARCA Gold Bugs Index in $’s) that this fund is set against fell by almost a quarter going into the last…

Afternoon comment courtesy of Spreadex – 30/07/13

Afternoon comment courtesy of Spreadex – 30/07/13

1 mins. to read

The FTSE 100 is trading moderately higher as we approach the U.S open on the back of encouraging earnings from several leading companies. ITV shares surged 4.46% on the back of strong H1 results, whilst Weir Group gained 3.47% after reporting on improved outlook for oil. Despite this, the markets are struggling to make new…

The re-rating of American GDP is not cheating (honest!)

The re-rating of American GDP is not cheating (honest!)

2 mins. to read

Tomorrow lunchtime, before the release of the evening’s much anticipated FOMC policy statement, the Bureau of Economic Analysis (BEA) will release America’s GDP figure for Q2. The consensus is that the US economy will have grown by 1% in the last quarter. However, interestingly, the nominal figure for output is likely to expand by between…

The Real Reason Why the Fed’s Easy Money Isn’t Helping the Stock Market in the Long Term

The Real Reason Why the Fed’s Easy Money Isn’t Helping the Stock Market in the Long Term

2 mins. to read

Guest Post by Investment Contrarians  I tell you, Federal Reserve chairman Ben Bernanke is risking the future of America with his free-flowing don’t-worry-about-the-future-generations strategy of pumping money into the economy. The problem, as I have said many times previously, is that people and companies have become so accustomed to the cheap money that the tapering…

Demographic Cycle Weights Negatively on China’s Growth

Demographic Cycle Weights Negatively on China’s Growth

3 mins. to read

Growth rates of between 8% and 9% have been commonplace in China for the last 30 or even 40 years. Leaving to one side the question of data reliability, between 1970 and 2011, China officially grew at a pace of 9.3% per year – an astounding figure, and one which is a distant dream for…

Wake-Up Call for Investors: More Pain to Come This Year

Wake-Up Call for Investors: More Pain to Come This Year

2 mins. to read

Guest Post by Investment Contrarians  A couple of weeks ago, Federal Reserve chairman Ben Bernanke testified in front of the House Financial Services Committee and the Senate Banking Committee, adding additional information regarding the central bank’s current monetary policy stance.  There are several things you should be aware of that the Fed chairman stated and…