Tag Archives: US recovery

Share buybacks could soon become more difficult

The biggest question that is still unanswered after the 2007-2009 financial crisis is: why has growth been so slow? Compared to previous recessions, both in the US and in Europe, the rebound has felt more like an extension of the crisis rather than like a proper recovery, as in previous cases.

Almost two years ago, economist Andrew Smithers warned that US companies themselves were endangering the recovery. Little has changed since then, but public awareness of the problem is increasing, and with it, hopes that a solution is around the corner.

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US bonds bull market nears its end

The idea of the long-run bull market in US bonds has been put into question by the markets’ reaction after Friday’s strong jobs report.

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The best contrarian trades of the month

The fall in oil prices has pushed the energy sector to a record underweight, a recent survey among fund managers by Bank of America Merrill Lynch showed.

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Top 10 Stories of 2014 on Marketmoving.info

As this year draws to a close, it’s time for a quick review of the issues that the readers of Marketmoving.info have found most interesting.

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Top 10 risks for markets according to HSBC analysts

Risks are on the rise in stock markets. The almost automatic risk-on, risk-off trade scenarios are no longer that reliable now that the Federal Reserve has stopped printing money.

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A big shift in investor focus is under way: strategist

Investors are beginning to focus again more and more on fundamentals, after having based their decisions on central bank action since the Federal Reserve started printing money in 2008.

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US dollar strength could spark major crisis: experts

The strengthening US dollar after the end of the Federal Reserve’s quantitative easing could starve the world’s financial markets of as much as $10 trillion in liquidity, investment advisory firm CrossBorder Capital has warned.

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Earnings season positive so far

Earnings season has started off reasonably well, indicating that the US economy is likely to continue its recovery and hopefully pull the rest of the world along.

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Stock markets have fallen too far, say analysts

Stock markets fell sharply on Wednesday, as panic spread like wildfire. There wasn’t any single event that triggered the fall.

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Company executives upbeat about earnings: survey

Company executives’ confidence in the stability of the global economy has improved, and appetite for mergers and acquisitions has increased, a survey by consultancy EY shows.

It also shows a jump in their confidence in the outlook for company earnings, just as earnings season kicks off in the U.S.

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