Share Tool

The Upshot 

 
 
Twitter

Get The Upshot
first on Twitter!

Follow AllianzGI_US on Twitter

Join the Conversation!

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.

Shining a Brighter Light on Inflation

The Upshot

11/17/2014

The October jobs report may have helped shift the Fed’s focus from the labor market to inflation, but inflation views vary among businesses and consumers, writes Kristina Hooper.

The 5 E’s for Equity Investors

The Upshot

11/10/2014

As we move closer to the end of 2014, there are some key considerations that will wield significant influence over the stock market, writes Kristina Hooper.

Upbeat Consumer, Less Debt Brings Good Tidings

The Upshot

11/03/2014

The holiday shopping season is here and there’s good cause for retailers to be optimistic, writes Kristina Hooper.

Will the Ebola Scare Haunt the Stock Market?

The Upshot

10/27/2014

Kristina Hooper prescribes four key takeaways from the Ebola epidemic and what it means for investors.

The Skinny on Fatter Tails for Fed Policy

The Upshot

10/20/2014

Kristina Hooper comments on escalating fears that a slowdown in global growth could hamstring the US recovery and what that means for monetary-policy outcomes in the United States.

From Extraordinary to Ordinary

The Upshot

10/13/2014

The journey to more conventional monetary policy is not without challenges and a pickup in volatility may be chief among them, writes Kristina Hooper.

A Case of ‘Conscious Uncoupling’

The Upshot

10/06/2014

Kristina Hooper comments on the divergence of monetary policy among global central banks and why the Fed must tread lightly while acting decisively and swiftly.

Capex Finally Showing Signs of Life

The Upshot

09/29/2014

US companies are starting to spend more on capital goods and equipment, which reflects their growing confidence in the economic recovery, writes Kristina Hooper.

Does Housing Mirror Middle-Class Sentiment?

The Upshot

09/22/2014

Kristina Hooper explains how a flawed housing recovery impacts consumer attitudes and spending habits.

Divergence

The Upshot

09/08/2014

A widening gap in monetary policy in the United States and Europe reveals the disparity in economic growth that exists. Kristina Hooper explains the implications for investors and what history reveals about periods of Fed tightening.

5 Labor-Market Growing Pains to Watch

The Upshot

09/02/2014

The US job market is getting better but it still faces a number of big hurdles before employment can be deemed healthy again, writes Kristina Hooper.

Markets Want a Date, Fed Wants More Data

The Upshot

08/25/2014

Instead of getting clarity about when rate hikes will happen, investors are finding an increasingly divided Fed doing careful analysis and making nuanced arguments, writes Kristina Hooper.

Strange Days Indeed

The Upshot

08/18/2014

In the dog days of summer, investors are buying both US stocks and Treasuries. Why the pull toward two asset classes that normally diverge? It could be a simultaneous expression of bullishness and hedge against risk, writes Kristina Hooper.

What a Credit-Shy Consumer Means for Growth

The Upshot

08/11/2014

Consumers have been cautious about running up credit-card debt since the financial crisis. But is that necessarily bad for the economy? Kristina Hooper breaks it down.

Getting a Grip on the Fed Tightening Tizzy

The Upshot

08/04/2014

Stocks have been immune to many of the threats to their prolonged march higher, but the prospect of the Fed raising rates sooner has many investors in a twist. Kristina Hooper explains why the eventual rate hike—and even a correction—won’t be so bad.

Search

> Advanced Search

Find a Product

Or Select

Or Browse by

Contact Us

For all inquiries please contact us

Follow Us

       

Related Documents

TypeTitle
The Upshot-11.17.14 
Investor
The Upshot 
AGI-2012-01-12-2593 

Share

Facebook
LinkedIn
Twitter

You are currently leaving us.allianzgi.com and navigating to a third-party website. Allianz Global Investors Distributors LLC accepts no responsibility for content on third-party sites or for the services provided. When using the services provided by a third-party site, you are subject to that site’s terms of service and privacy rules, which you should review carefully.