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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.

For Bond Investors, the Timing of Liftoff Matters

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Kristina Hooper breaks down the FOMC minutes and Janet Yellen's public remarks, including why the path of rate hikes and the timing of tightening both matter.

The Trouble With the Consumer

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The recent lack of growth in retail sales has fueled fears over a disappointing second quarter, but consumers' reluctance to spend may have more to do with behavioral psychology and risk aversion than a flawed recovery, writes Kristina Hooper.

Comfortably Numb

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Market participants may not feel the risks in the bond market right now, but it doesn't mean they aren't real, writes Kristina Hooper.

Housing Repairs Aren't Making Much Noise

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Quietly, the housing market is getting stronger—and possibly changing in important ways, writes Kristina Hooper.

The Fed’s Countdown to Liftoff

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Kristina Hooper previews the upcoming FOMC meeting and its implications for the first interest-rate hike since 2006.

Will April Be the Cruelest Month for Data?

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The markets have much to mull this month as the Fed ponders a liftoff in rates, writes Kristina Hooper. From jobs to GDP to consumer credit, every data point seems critical except for one: inflation.

Is the March Jobs Report a Game Changer?

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The number of new jobs added to the US economy fell sharply after a huge winning streak. Kristina Hooper breaks down the implications for monetary policy, markets and investors.

Running the Triangle Offense in Your Portfolio

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A transparent but undecided Fed is adding to market uncertainty, but long-term investors should stick to a well-diversified strategy that's equipped to respond to changing climates, writes Kristina Hooper.

A Temporary Slowdown or a Prolonged Downturn?

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Kristina Hooper comments on the recent slowdown in economic growth, how long it will last and what clues the Fed is using to guide its policy actions.

Assessing the Dollar's Danger

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Kristina Hooper highlights the pros and cons of a rising US dollar and what it portends for the Fed’s decision on when to raise interest rates.

March Madness

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Investors are preoccupied with the timing of an interest-rate hike, but the eventual tightening of monetary policy is not a bad thing, says Kristina Hooper. They just need to keep their heads.

What's the Matter With Wages?

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With unemployment falling but inflation still low, Fed members disagree on the importance of wage growth as an inflation driver, writes Kristina Hooper. Still, don't expect a delay in rate hikes just because inflation has been slow to catch up.

4 Essential Truths About Consumers

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The US consumer is bouncing back, but perhaps not as quickly as economists had expected given lower oil prices and a brighter employment picture. Kristina Hooper breaks down household spending and debt habits.

Why Active Managers Like Volatility

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With global monetary policy and growth on divergent paths, fundamentals as a market driver are experiencing a nascent comeback. Kristina Hooper makes the case for active management in a perpetually uncertain market.

Tech-Sector Strength Trumps Tightening Fears

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Don't let oil prices, rosy employment numbers or rate-hike worries distract you from taking a closer look at the tech sector, writes Kristina Hooper. Tech has so far been the MVP of the earnings season, and four key drivers could power the sector higher.


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