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Thursday, July 07, 2005

Macro Movers for 2nd Half of 2005

The Big Picture writes:

I stake out the rather unremarkable position that, barring some unforeseen crisis, the same issues that have been driving the economy (as well as the financial markets) in the first half of the year are likely to continue doing so in second half of the year.

The big four are:

• Energy and Oil
• Inflation/Deflation
• Interest Rates
• Housing

I also look at 5 other problems percolating below the surface. Any of these have the ability to disrupt at some unknown time in the future -- whether its the 2nd half or sometime later I haven't a clue. These are all longer term issues with potentially serious consequences:

-Federal deficits
-Return of the long bond
-Employment
-Trade deficit
-The U.S. dollar

Read further:
The Big Picture: Macro Movers for 2H 2005

2 Comments:

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7/08/2005 02:03:00 PM  
Anonymous PENNY STOCKS said...

Macro movers Great info.

12/03/2012 03:49:00 PM  

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