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Week of February 11, 2019 Archives
RealClearMarkets
Research Reports
Monday, February 11
Looking for the Intuition Underlying Multi-Factor Stock Selection
Cliff Asness
,
AQR
Muted Inflation Gives the FOMC Latitude
Richard Moody
,
Regions Bank
If Cross-Currents Strengthen, How Much Will Global Growth Fall?
Peter Hooper
,
DB
Tuesday, February 12
There Was No Major About-Face from Chairman Powell
John Hussman
,
Hussman
New Estimates of Budget Outlook
Alan Auerbach, William Gale & Aaron Krupkin
,
Brookings
Cap-Weighted Indices Seem to Love National Debt
Jerry Bowyer
,
Vident Financial
Contra Summers and Furman, We Should Fear Deficits
Brian Riedl
,
Economics21
Wednesday, February 13
Where's the Recession?
Brian Wesbury & Robert Stein
,
First Trust Advisors
3 Blunders That Plague Factor Investing
Harvey, Arnott, Kalesnik, & Linnainmaa
,
RALLC
Ignore All the Budget Deficit Fear-Mongering
Russell Redenbaugh & James Juliano
,
KC
What Sens. Harris & Booker Get Wrong About Housing
Howard Husock
,
Economics21
Thursday, February 14
How 'Market Failure' Arguments Lead to Misguided Policy
Ryan Bourne
,
Cato Institute
January CPI: Energy Prices Drag Headline Lower
Richard Moody
,
Regions Bank
U.S. Equity Market Chart Book for February 2019
Nick Reece
,
Merk Investments
Friday, February 15
December Retail Sales: Weak, But Not This Weak...
Richard Moody
,
Regions Bank
The Year of the Pig Could Have Market Bulls Smiling
Ryan Detrick
,
LPL Financial
Public Sector Unions After Janus: An Update
Daniel DiSalvo
,
Manhattan Institute