Though the Fed continues to flood the US economy with money, Russ explains why inflation isn’t likely to be a problem until 2014 and what investors can do in the meantime to prepare.
Where the Economy (and Market) is Heading Now
What can we learn from last week’s confusing and seemingly contradictory economic data? Russ cuts through the clutter to explain what the reports mean for the economy and stocks in 2013.
2 Major Threats Facing the US Economy
While markets cheered the House of Representatives’ recent vote to temporarily suspend the debt ceiling, the US economy isn’t out of the woods yet. Russ highlights the two major risks it still faces.
A Look Back at My 2012 Calls
It’s time again for Russ K’s annual look back at the investment calls he made in 2012. Find out what he got right – and the couple of things he got wrong.
Is the Treasury Bull Run Over?
After last week’s Treasury performance, are we finally witnessing the long-awaited rise in rates? Russ explains why his answer is a qualified yes.
The Case for Japan – with a Caveat
Japan’s recent stock market rally has a lot of momentum-oriented investors eyeing the country, but is now a good time to consider taking the plunge? Russ thinks yes, but with one important caveat.
Where to Invest in Europe Now
European equities are looking more attractive, but which markets specifically are worth checking out? Russ K shares his current favorites on the continent.
Consumer Staples: Don’t Overpay for Safety
Many investors have flocked to the perceived safety of defensive sectors over the past few years, including consumer staples. But Russ gives three reasons they might want to think twice about the sector now.
Is the US Consumer Back?
Some market watchers are interpreting Tuesday’s better-than-expected US retail sales report as a sign that the US consumer is coming back. But as Russ explains, a closer look at the numbers shows this much heralded return is likely to be delayed a bit longer.
3 Reasons the Stock Market Rally Could Falter
Enjoy the US stock market rally while it lasts. Russ Koesterich has three reasons why investors should remain cautious in the near term.
