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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.

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.

Deconstructing the State of the Housing Recovery

The Upshot

07/28/2014

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

The Upshot

07/21/2014

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

The Upshot

07/14/2014

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

The Upshot

07/07/2014

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

The Upshot

06/30/2014

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

The Upshot

06/23/2014

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

The Upshot

06/16/2014

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

06/09/2014

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

The Upshot

06/02/2014

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.

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