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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.

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

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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.

Waiting for the Other Shoe to Drop

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With falling yields and sideways stock returns, some investors fear a mid-year correction. But the economic recovery and Fed support are continuing, says Kristina Hooper, making this a positive time for stocks despite the potential for mid-year swings.

A Crash Course in Helicopter Investing

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Hovering over daily swings in your portfolio can keep your financial goals from taking flight, writes Kristina Hooper.

Is Rising Consumer Credit a Good Thing?

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When gauging whether a rise in consumer credit is a sign of progress or cause for concern, investors should look beyond debt levels to assess who’s taking on more debt and why, as well as the pace of economic activity, writes Kristina Hooper.

Optimists and Pessimists Find Fuel in Jobs Data

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Last week’s batch of hot and cold jobs numbers pointed to a conflict that the Fed saw coming months ago, writes Kristina Hooper: The unemployment rate is a flawed metric for gauging the health of the economic recovery.

What the Housing Doldrums Mean for Fed Policy

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Economic conditions are gradually improving, but the housing market has lagged. Kristina Hooper highlights what it will take to get housing back on track.

Bullish Signals Outweigh Bearish Obstacles

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Stronger-than-expected economic data on the heels of a harsh winter and anecdotal evidence of improving conditions have bolstered the case for further stock-market upside, overshadowing potential headwinds, writes Kristina Hooper.

5 Things You Need to Know About the Selloff

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Kristina Hooper puts the sharp pullback in the stock market in perspective for investors who may be wondering about a correction.

Overcoming Fear and Loathing in Lost Wages

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Personal income, not job growth, may have drawn the ire of investors as stocks sold off on Friday. But look for the market to rebound on continued economic progress and soothing remarks from the Fed, writes Kristina Hooper.


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