Week of May 15, 2017 Archives
RealClearMarkets
Research Reports
Monday, May 15
Heightened Uncertainties, Yet Plunging Volatility…What Gives?
Liz Ann Sonders
,
CS
Sell In May, But Don't Walk Away, Part Two
Leo Chen
,
Cumberland Advisors
Financially Stressed in U.S. Now Prefer Saving to Spending
Jim Norman
,
Gallup
Mixed Messages From Federal Measure of Inflation
Richard Moody
,
Regions Bank
Tuesday, May 16
Hidden Debt, and Hidden Deficits: 2017 Edition
Joshua Rauh
,
Hoover Institution
Why Factor Tilts Are Not Smart 'Smart Beta'
Rob Arnott, Mark Clements & Vitali Kalesnik
Does Energy Represent an Opportunity, or a Trap?
Brad Sorensen
,
Charles Schwab
When Investors Pay for High P/Es, They Pay Twice
John Hussman
,
Hussman Funds
Wednesday, May 17
Why Emerging Market Stocks Aren't All the Same
Michelle Gibley
,
Charles Schwab
A Healthy U.S. Consumer
Brian Wesbury & Robert Stein
,
First Trust Advisors
Addressing the Fed's Balance Sheet, Bonds, and Fishing
David Kotok
,
Cumberland
Single Family Grinds Higher, Multiple Family Slowly Fades
Richard Moody
,
Regions
Thursday, May 18
Washington Turmoil Creates Uncertainty for Investors
Brad McMillan
,
Commonwealth
As Immigrants Flow Into Germany, Better Job Opportunities for All
Movinga
Q1 Earnings Season Has Been Excellent By Any Measure
Burt White
,
LPL Financial
Justin Trudeau Is the Biggest Non-War Spending PM Yet
Clemens & Palacios
,
Fraser
Friday, May 19
Record Household Debt Not Cause for Celebration or Concern
Richard Moody
,
RB
Where We See Opportunities in Munis
David Hammer & Matthew Sinni
,
Pimco Asset Mgt.
The Eurozone Economies Lead Global Momentum Trends
Bill Witherell
,
Cumberland
One in Four U.S. Workers Say Technology Will Eliminate Job
Frank Newport
,
Gallup