RealClearMarkets Week of February 13, 2017 Archives

RealClearMarkets Research Reports

Monday, February 13

Macro Transitions and Potential Risk

Mihir Worah & Geraldine Sundstrom Pimco Mgmt.

Gold, the Dollar, Stock Market, & the Money Show

David Kotok Cumberland Advisors

Betting Against Correlation

Asness Frazzini Gormsen & Pedersen AQR Capital Mgmt.

Tuesday, February 14

Monetary Policy, Not Fiscal, Will Drive This Market

Joseph CalhounAlhambra Partners

Is Stock-Market Breadth Waving Bearish Flags?

Chris Ciovacco Ciovacco Capital

Today's Market Euphoria Will Be Bewildering in Hindsight

John Hussman Hussman

Valentine's Day, and the Consumption Implications of It

John Canally LPL Financial

Wednesday, February 15

Lloyd Blankfein On the Changing Macroeconomic Environment

Goldman Sachs

Keep It Simple, Stupid

Brian Wesbury & Robert Stein First Trust Advisors

Lies, Damn Lies, and Taxes

Marc Chandler Brown Brothers Harriman

Thursday, February 16

The Pension Outlook: Finally Some Good News

Michael Moran Goldman Sachs

Global Financial Resilience In a Time of Uncertainty

Barry Sterland Brookings Inst.

January CPI: It Heats Up, But By How Much?

Richard Moody Regions Bank

Outperform Market: Look No Further Than Gold, Bonds, Leverage

Leo Chen CA

Friday, February 17

NASD Just Did Something It Last Did In 1999 – Time To Worry?

Ryan Detrick LPL

What a Difference a Year Makes

Brad McMillan Commonwealth Financial Network

January Res.: Steady Growth, Single Family More of a Driver

Richard Moody RB