Thursday, May 16, 2013

Today’s articles on Macro View

Market Outlook

Investors Stay Focused On Their Silver Linings Playbook by Scott Martindale

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Daily S&P 500 Trading: Monday Under-Performance, Tuesday Out-Performance And Other Patterns by Dr. Duru

It's Now Safe To Sell by Kevin Flynn

Clarity And The S&P 500 by Ironman at Political Calculations

2013 And Q2 Country Returns by Bespoke Investment Group

S&P 500 Sector Trading Range Charts by Bespoke Investment Group

Time To Sell Stocks? Consult This Bear Market Checklist First by Lou Basenese

Fed: Stocks Have Never Been Cheaper ... So What? by Robert Wagner

Asset Inflation And Bond Bubbles, Fed Policy At Work by Wall Street Trading

The Bernanke Agenda - It Isn't What You Think It Is by Joseph Stuber

Getting Drunk On The Punch by Bret Jensen

Is The Fed Bluffing? by John Rothe

Imbalances That Could Derail The Stock Market Rally by Larry Trefz

The Fed Will Not Kill This Rally by Evariste Lefeuvre

Upside Breakouts Everywhere by Cam Hui

Yen Weakness: Buffett's 'Shot Heard Round The World' by William Smead

Today's Market News To Trade On: 5 Stocks Moving On News by Matthew Smith

Gold & Precious Metals

What Do Home Building And Natural Gas Have To Do With Gold? by Peter Epstein

Revett Minerals: No News On Troy Mine by Itinerant

Humpty-Dumpty: The Year The Markets Never Came Down by Emmet Kodesh

Gold Physical Sales Still Up 50%, Gold ETFs Shake Out Leveraged Speculators by Hard Assets Investor

Exposure To Country Risk: The Gold Fields And Sibanye Gold Edition by Itinerant

Mining Stocks, Especially Gold, Could Be A Good Investment Right Now by John Mylant

Tips For Diversifying Beyond Gold From Brent Cook by The Gold Report

Bad News Keeps On Coming For Barrick Gold by Itinerant

The Short Side Of Gold Miners by Profit Fan

China And India: Catalysts For The Impending Bull Market In Gold And Silver by Russ Winter

Commodities

Ugly Charts by Bespoke Investment Group

Alcoa's Cost Of Aluminum Production Spurs 'Strategic Review' by MetalMiner

Heavy And Cheap Mean Valuable Moats by Morningstar

Daren Oddenino: How To Spot Oil And Gas Takeout Targets by The Energy Report

Despite Disappointing April Industrial Production Report, Oil And Gas Sector Booming; Reaches 40-Year High by Mark J. Perry

Gasoline Inventories Rise More Than Expected by Bespoke Investment Group

Shale Gas Hitting Global Thermal Coal Market (And Prices) by MetalMiner

5 Commodity Stocks Moving On News by Matthew Smith

Economy

Euro Area Economy - Still Going Down The Drain by Pater Tenebrarum

CBO Deficit Forecast Breathes New Life Into Debate by e21

Don't Mistake Higher Income Tax Payments For Liftoff by TrimTabs

Japan's Market Drama Continues To Amaze: New Update by Doug Short

Japan: Stronger Than Expected GDP; Bought Foreign Bonds For Third Week by Marc Chandler

Stocks Ignore Still Weak Economy by Vahan Janjigian

Japan Creates A Negative Feedback Loop In JGBs And Yen by Tres Knippa

Manufacturing - Some Red Flags by Cullen Roche

The CBO Is Likely Still Overestimating Future Deficits by Modeled Behavior

Thinking About Prices by Marc Chandler

The Worst Institution In The World by Modeled Behavior

Spain's Economy Still A Basket Case by Hale Stewart

Guess What? The EU Is Still A Basket Case by Hale Stewart

Industrial Output In April Slumps The Most In Eight Months by James Picerno

U.S. Dollar Quietly Surging Higher by Emerging Money

Weaker-Than-Expected Empire Manufacturing by Bespoke Investment Group

There Will Be No QE Exit by Economics Fanatic

Forex

Fool's Gold - The Dollar? No Way by Dean Popplewell

When Bad News Is Good News For Australian Stocks by AlphaVN Research

Forex: Unstoppable Dollar Sends The EUR/USD To Further Lows - More To Come? by FXstreet

What The Skeptics Are Saying About The Dollar Rally by Kathy Lien

USDCAD: With Oil Goes The CAD by Sean Bellamy McNulty

Stocks Still Undervalued: Buy High-Yielding Currencies by Richard Cox

Euro: Look Out Below by Marc Chandler

Real Estate

What Is Normal In Housing? by Pater Tenebrarum

Homebuilder Confidence Back Up by Wall Street Strategies

Trulia's New 'Bubble Watch' Nudges California And Texas Housing Into Overvalued Territory by Dr. Duru

Demographics

Book Review: Aging And The Macroeconomy by CFA Institute Contributors


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