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What Taper Talk Means for Housing
The Upshot
06/17/2013
Mortgage rates have risen for six straight weeks as more investors anticipate the Fed tapering its asset purchases. But with any rollback of QE unlikely in the near term, it shouldn't derail the housing recovery, writes Kristina Hooper.
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US Bull Charges Back but Bear Sighted in Japan
The Upshot
06/10/2013
US stock markets are still reacting positively to signs of continued QE even as investors express skepticism about Shinzo Abe’s economic growth plans—yet this doesn’t appear to be the end of Japan’s long-term stock rally, writes Kristina Hooper.
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QE 'Tapering' Debate Points to Higher Volatility
The Upshot
06/03/2013
Fears of the Fed unwinding its aggressive monetary policy sent volatility higher last week, a condition that could become more pronounced as investors connect the dots between positive economic news and the intensity of QE measures.
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Divided Fed Keeps Pouring the Punch
The Upshot
05/28/2013
The latest FOMC minutes juiced concern among investors that the Fed will curtail its asset purchases. But the Fed is unlikely to change its accommodative ways in the near term, writes Kristina Hooper.
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Why Stocks May Have Room to Run
The Upshot
05/20/2013
A look at US equity ownership, investor sentiment and historical valuation reveals a compelling case for investors to have more exposure to stocks, says Kristina Hooper.
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Falling Yen Reveals Rise of Financial Repression
The Upshot
05/13/2013
Will Japan’s gamble on devaluing the yen pay off or spark global currency competition? Kristina Hooper comments that while fears of currency wars are likely overblown, the drop in the yen is yet another sign that financial repression has taken hold.
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Will the Fed Flex More Monetary Muscle?
The Upshot
05/06/2013
It appears there has been a reversal of sentiment among central bankers on how much stimulus to pump in to the economy. But stocks are rallying regardless of whether conditions require the Fed to step in or not, writes Kristina Hooper.
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5 Reasons to Stick with Stocks
The Upshot
04/29/2013
Investors who question the current stock-market rally or fear getting in at the top should follow the Fed’s lead and focus on staying ahead of inflation, writes Kristina Hooper.
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Why Austerity Is a Tough Pill to Swallow
The Upshot
04/22/2013
The IMF’s call for countries to relax austerity measures has sparked renewed debate over whether spending cuts are an effective remedy, writes Kristina Hooper.
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Tale of the Teflon Tape
The Upshot
04/15/2013
Stocks overcame sizable hurdles en route to new all-time highs. Investors are looking beyond a lack of job growth, inflation fears and a less confident consumer to take a long-term view, writes Kristina Hooper.
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Japan’s Rise Pinned to Financial Repression
The Upshot
04/08/2013
The Bank of Japan’s launch of an aggressive new monetary policy will be a case study in financial repression, a rapidly spreading—but controversial—blueprint for reducing sovereign debt, writes Kristina Hooper.
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Allocation Decisions That May Come Back to Haunt
The Upshot
04/01/2013
Piling into core bonds at a time when central banks are putting the squeeze on yields and inflation’s being held in check is likely to hamstring real returns, writes Kristina Hooper.
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Fed Cements Role as Rescuer
The Upshot
03/25/2013
Recent flare-ups in the euro zone sparked a brief selloff in stocks. But the Federal Reserve again allayed fears, reiterating its commitment to keep rates low and adjust bond purchases based on economic conditions, writes Kristina Hooper.
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Easy Money Makes Inflation Harder to Tame
The Upshot
03/18/2013
The Fed’s loose monetary policy has propelled stocks to near-record highs, but a sudden spike in inflation reminds us that financial repression is a double-edged sword.
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Fed’s ‘Hammer’ Boosts Stocks More than Jobs
The Upshot
03/11/2013
The stock market and unemployment both reached milestones last week, but while the Dow hit an all-time high, the jobs numbers were merely the best in four years. That shows the limitations of the Fed’s capabilities, writes Kristina Hooper.
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