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20 posts tagged with "Economic Recovery"
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Posted by Thomas Wilson on 1/23/12 1:55 pm
Chief Macro Strategist at Wells Fargo, Gary Thayer, warns investors to be prepared for increased volatility despite the good news on the U.S. economy. "The U.S. stock market advanced further last week as investor sentiment improved and risk aversion decreased. As a result, some market indexes are now near the highs of early last year. The U.S. equity market has come a long way in the past three and a half months, thanks to good news on the U.S. economy and less bad news on the European debt crisis. However, the stock market is vulnerable to a pullback because profit-taking is likely to follow the big gains since the early October lows."
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Wells Fargo's Chief Macro Strategist Gary Thayer examines the potential help that foreign countries could provide to the U.S. via interest rate cuts. "The U.S. economy has weathered many problems during the past year and has proven more resilient than many investors expected. The good news is the U.S. economy could benefit if inflation subsides this year. That’s because several of the foreign countries that raised interest rates to fight inflation early last year could cut interest rates early this year if inflation decreases as the global economy slows down."
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Eagle Asset Management recently held a roundtable discussion with many of their portfolio managers, each offering informed perspectives on the current market situation and potential investment opportunities. "Headwinds from 2011 are likely to continue into 2012, with new twists and opportunities. Volatility - while challenging in the short term - can create unique opportunities for long-term investors with a focus on business fundamentals, company specifics and a reasonable investment horizon. Ultimately, valuations matter and the current tone of negativity may present a reasonable environment for active, experienced investors."
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Posted by Thomas Wilson on 1/9/12 11:30 am
Wells Fargo's Chief Macro Strategist Gary Thayer shares his thoughts on the upcoming fourth quarter earnings season. "The fourth-quarter earnings reporting season begins this week. The good news is expectations are low despite the economy showing some signs of improvement. We believe investors are more likely to see better-than-expected results rather than weaker-than-expected results."
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Wells Fargo's Chief Macro Strategist Gary Thayer takes a look at the level of investor fear, which seems to be declining due to positive US economic news. "Recent market action suggests that investors are less fearful than they were last summer. However, investors are still cautious. If the stock market continues to recover as the economic fundamentals suggest, sentiment is likely to turn more positive."
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Posted by Thomas Wilson on 11/3/11 3:17 pm
Eagle Asset Management reviews the performance of their Small Cap Growth portfolio and the markets in their third quarter update. "The market was hit in the third quarter by a triple play that began with lower estimates of domestic growth, followed by the financial crisis in Europe and, most recently, growth forecasts slowing in China. We believe the lower estimates in domestic growth and associated financial issues already have been discounted in the current pricing environment."
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Posted by Thomas Wilson on 8/12/11 12:38 pm
Money manager Eagle Asset Management takes the opportunity to point out that it's not all bad news. They review average market bounce-backs, corporate balance sheet strength, cash holdings and earnings. A good read that focuses on the facts and not the hype.
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Eagle Asset Management reviews their Small Cap Growth strategy and outlook on the markets in their second quarter 2011 commentary. "We view the selloff for the bulk of the second quarter as a normal correction in what we see as a positive environment for equities. We believe lower gasoline prices and a rebound in auto production following the earthquake in Japan should enable reasonable economic growth for the balance of the year. Continued government stimulus focused on reducing unemployment - sure to be a theme of the 2012 presidential election - also will be a plus."
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Wells Fargo is out with their 2011 Midyear Economic and Market Outlook, discussing what's changed and developed in the economy and markets in the first half of 2011, and what investors should expect during the second half of the year. The report addresses topics such as the economy, inflation, interest rates, currencies, commodities and more. A brief executive summary is included for those who prefer not to read the entire report.
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BlackRock's Chief Equity Strategist Bob Doll comments on the current period of economic weakness and a few of the tail-winds supporting the economy. "Taking a broader view of the markets, we can see that the current market rough patch has emerged in part because of a softening in economic data. However, it is also due to the increasing number of downside risks, including geopolitical tensions, a lack of clarity over how to deal with the debt problems in Europe, the earlier spike in oil and other commodities and pending changes in monetary and fiscal policies."
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