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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.

Of Kilts, Ballots, Bankers and Dots

The Upshot


Kristina Hooper breaks down the hairy mix of economic data, central bank policy and geopolitical events, including Scotland's potential exit from the UK, that markets are combing through right now.


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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

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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

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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

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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

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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

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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.

Deconstructing the State of the Housing Recovery

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The rebound in the US housing market has slowed in the first half of 2014 for a number of reasons. But local economies and their respective job markets tell the real story. Kristina Hooper breaks it down.

Focus on Fundamentals, Not Geopolitical Crises

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Crises have flared up dramatically in the Gaza Strip and Ukraine, but the real story for stock investors is the pace of economic expansion and how it impacts the Fed’s decision making, writes Kristina Hooper.

Flip Floppers Drive Stocks Lower

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In the course of one slow news week, stocks went from celebration to selloff. What changed? Not the strong economic data, says Kristina Hooper. It’s a classic flip-flop from investors who had time to mull over recent numbers and change their minds.

Blowout Jobs Data Won’t Trigger Quicker Rate Hike

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The markets are digesting a stellar jobs report, which may fuel debate over when the Fed will start raising rates. But it’s important for investors to understand the Fed’s holistic approach in order to avoid a kneejerk reaction, writes Kristina Hooper.

Housing Shows Fewer Cracks in Its Foundation

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Home sales are on the rise due to lower interest rates and increased demand following a difficult winter, but wage growth must follow in order to keep the housing recovery going, writes Kristina Hooper.

A Mosaic Approach to Raising the Fed Funds Rate

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The Federal Reserve is using a wide swath of economic data and anecdotal evidence to determine when to raise its benchmark interest rate. While prudent, it may stir up anxiety and volatility for equity investors, writes Kristina Hooper.

The Fed’s Role Amid a History of Violence

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The stock market has always been susceptible to sudden jolts spurred by unpredictable events. But the Fed’s been the shock absorber to cushion the blow and to repair fractured sentiment, says Kristina Hooper. Today’s crises are no different.

ECB Stimulus Signals Deep Financial Repression

The Upshot


The European Central Bank’s latest actions to fight falling inflation and slow growth reveal how much financial repression is dominating global capital markets, which should drive prices of risk assets higher, writes Kristina Hooper.


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