The Signal And The Noise Fed, investors have become complacent about inflation.Technical and cyclical forces are pushing consumer prices higher.Late in this bull market, Fed must beware of making a mistake. U.S. Federal Reserve Chairwoman Janet Yellen's press conference last week came just hours after Consumer Price Index data revealed inflation of 2.1 percent year over year. Nevertheless, she was exceptionally dovish and sanguine on inflation. Yellen contended ...
Want to buy and hold? Here's one expert's view. 7) Korean won South Korea has become a manufacturing powerhouse. The quality of Korean goods such as Samsung Electronics, Hyundai and Posco meets and often exceeds Japanese competitors. In spite of a weak yen, South Korea maintains competitive advantage versus Japan. South Korea’s fiscal health is also strong with a 35% debt to GDP, 3.3% GDP growth, and 3.8% current account surplus. ...
Intel, TSMC, Samsung, Apple: Who's On First? Seems unlikely that TSMC will supply a 20nm A8 chip to Apple.Samsung might have won the business after all.Could Intel be the stealth supplier of the A8 chip? The common, and I DO mean common, wisdom is that TSMC (TSM) will be building the Apple (AAPL) A8 chip to be used in the iPhone 6. It's right here in black and white. According to the article, Samsung can't yield 20 nm. Hmmm, that seems to be a recurring theme, with ...
Gold Trades Below 2-Month High as Investors Weigh U.S. Recovery Gold traded below a two-month high as investors assessed the U.S. economic recovery and the impact on borrowing costs amid signs of slowing physical demand. Bullion for immediate delivery lost as much as 0.3 percent to $1,313.98 an ounce, and traded at $1,314.94 at 2:01 p.m. in Singapore, according to Bloomberg generic pricing. Gold rose to $1,322.12 on June 20, the ...
In Yellen We Trust Is Bond Mantra as Inflation Dismissed As the Federal Reserve works to extricate itself from the bond market, its influence over debt investors is only increasing and boosting the chance of a soft landing for Treasuries. While the Fed scales back the unprecedented stimulus that has inundated the world's largest economy with more than $3 trillion of cheap cash, the differences between short- and long-term yields of U.S. government bonds indicate that ...
Updated 06-23-2014 at 05:58 PM by mql5