With interest rates now expected to be low through 2014, investors are relentlessly searching for yield. While Russ believes that REITs are a reasonable alternative for income-seekers, he explains why he’s sticking with his neutral view of the sector. …
While Russ agrees with many of the findings in a new McKinsey Global Institute report on deleveraging, he says it’s worth emphasizing how dependent US consumer deleveraging is on government re-leveraging. …
As 2012 gets underway, Russ explains why investors should pay close attention to two unresolved economic issues from 2011: Italian bond yields and the ongoing drama of the payroll tax holiday. …
We’re not out of the woods yet, but Russ explains which two positive developments spurred the recent stock market rally. He also gives three reasons for liking the energy sector….
With the failure of the Congressional super committee, the US economy is now poised to experience a significant slowdown in 2013. Russ explains how that slowdown could bring the United States closer to a recession. …
For nearly a year, Russ has made weekly investment calls about markets across the globe. Here’s a quick look at the macroeconomic approach behind his country views and a summary of where his calls now stand. …
October’s better-than-expected retail sales figures are certainly another sign that the US economy is likely to avoid tipping back into recession. But a look behind the numbers reveals a major risk facing the US economy. …
In this week’s market call, learn why Russ is downgrading his view of US equities but upgrading his view of Japanese stocks. …
“If you think this is a bad economy, you haven’t seen anything yet.” That’s what the Economic Cycle Research Institute recently said when it warned investors that the US economy is tipping into a recession. But here’s why Russ does not agree. …
A picture is worth a thousand words. Check out the chart in this blog to see how the market’s perception of the riskiness of emerging markets and developing markets has shifted….
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