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Every Monday, The Upshot offers timely market analysis from our US investment strategist, including a breakdown of economic and policy trends, and their implications for investors. Plus, a snapshot of upcoming economic events.

Consumers May Be Set to Flex Collective Muscle

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Despite last week's relatively gloomy jobs report and questions about economic growth, both at home and abroad, US Investment Strategist Kristina Hooper says the US consumer is feeling upbeat. That suggests an opportunity for investors right now.

Why Data, Not Lipreading, Hold Key to Liftoff

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US Investment Strategist Kristina Hooper says that despite the market's confusion over a cacophony of Fed voices, it's critical not to lose confidence in what the Fed has been stating all along: Data will dictate its decision on rates.

Fed Sits On Hands, But Yours Are Free to Move

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It may be tempting to fixate on the negative reasons why the Fed didn't raise rates, writes Kristina Hooper, but all it did was reset the clock on the rate-watch game. Here's what to do if you're tired of waiting.

The Big Implications of a Small Fed Move

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The US has always been a big exporter, writes Kristina Hooper, but lately some of our most popular items have been QE and market volatility. With the Fed pondering a rate hike this week, could the US now start exporting a credit crisis?

Jobs Data Leave Us Waiting to Exhale

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A mixed jobs report didn't help ease the uncertainty over the timing of Fed liftoff, but there seems to be sufficient evidence to support a rate hike in 2015, writes Kristina Hooper.

Fear the Talking Fed

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Kristina Hooper discusses the confusion created by Fed officials' public comments and how they stir up higher volatility—and more moaning and groaning among investors.

Breathe But Don't Panic

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Kristina Hooper puts last week's sharp selloff in perspective for investors amid debate over a hard landing in China and potential Fed liftoff in the United States.

China Has Yuanderlust

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China's recent move to devalue its currency raises questions about the state of its economy. Kristina Hooper looks at how this decision could impact the Fed's deliberations on when to begin raising rates.

How Jobs Play into a September Rate Hike

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The July jobs report signals one of the last remaining economic indicators the Fed will review before making a decision on interest rates at its September FOMC meeting. Kristina Hooper comments on its strengths, weaknesses and implications.

5 Reasons August May Take Investors for a Ride

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The dog days of summer haven't been too favorable for the stock market, historically, and this year could be more of the same. But a temporary pullback might be a buy signal, writes Kristina Hooper.

How to Play the Commodity 'Super' Selloff

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We're witnessing at least a temporary end to the bull market in commodities, which has implications for how investors diversify their portfolios over the shorter term, writes Kristina Hooper.

5 Reasons Puerto Rico Is in Debt Trouble

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Kristina Hooper explains the key drivers that have led to a mounting debt crisis in Puerto Rico, one that, in some ways, rivals what has happened in Greece.

Of Rocks and Islands

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Greece's debt woes and China's stock selloff have raised questions about contagion to US markets, and even the US economy. But will it delay the Fed's decision to raise interest rates? Kristina Hooper takes a look.

Jobs Take Backseat to Greece's Austerity Vote

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Kristina Hooper dissects the June employment report and the investment implications of a deepening debt crisis in Greece, which is likely to spur higher volatility and renewed contagion fears.

Greece Firestorm Won't Stifle Consumer Comeback

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Failed talks over remedies for Greece's worsening debt situation may be a distraction in the short run, but fundamentals like job creation and a healthier consumer play a more important role in the long run, writes Kristina Hooper.


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