Tags: consumer sentiment
The Week Ahead: More Interest Rate Surge?
June 2nd, 2013
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by Jeff Miller, A Dash of Insight Since 2008 investors have preferred bonds to stocks. When the valuation difference became compelling, the stock rebound was led by defensive sectors – anything with attractive yield. We are now at a crucial point in th… more »
The Week Ahead: Any Soft Patches or Holes in the Road?
March 31st, 2013
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by Jeff Miller, A Dash of Insight
With each new week, there is a fresh challenge to the most-hated market rally. Last week it was Cyrpus. As I have suggested over the last two weeks in the WTWA series, this issue created volatility that provided opport… more »
The Week Ahead: Fireworks Coming?
July 1st, 2012
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by Jeff Miller Forecasting fireworks this week should be pretty safe! I will have trouble outdoing last week's WTWA theme: Upside Surprises. Nearly everyone in the comments disagreed with me. Sentiment is so negative that you can hardly get a good… more »
The Week Ahead: Surprises?
June 24th, 2012
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by Jeff Miller When nearly everything you see or read seems to carry the same message, it is time to take a deeper look. The mainstream thought now seems to include an obligatory nod to the "mess in Europe" featuring their clueless leaders, the fiscal… more »
The Week Ahead: Can the Fed Meet Expectations?
June 17th, 2012
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by Jeff Miller
In the absence of any action on fiscal policy, economic responsibility rests with monetary authorities. Investors rightly ask:
What more can the Fed do? Will it be enough?
In normal times, this would be the big story. This time the… more »
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