Category Archives: the University of Michigan

Consumer Confidence Unexpectedly Drops On Inflation, Rate-Hike Fears

By silveristhenew | Published November 10, 2017

UMich consumer sentiment declined from 100.7 to 97.8 in the preliminary November print, disappointing expectations of a small rise as anticipation of a pickup in inflation and higher interest rates weighed on the gauge. Even with the decline, sentiment was the second-highest since January, reinforcing other reports that Americans remain optimistic about employment and the […]

Also posted in business, Consumer Confidence, Consumer confidence index, Consumer Sentiment, Economy, Indian consumer confidence index, inflation, inflation targeting, interest rate, macroeconomics, Michigan, Monetary Policy, money, University Of Michigan | Comments Off

Mauldin: “Investors Ignore What May Be The Biggest Policy Error In History”

By silveristhenew | Published October 21, 2017

Submitted by John Mauldin My good friend Peter Boockvar recently shared a chart with me. The University of Michigan’s Surveys of Consumers have been tracking consumers and their expectations about the direction of the stock market over the next year. We are now at an all-time high in the expectation that the stock market will […]

Also posted in Bank of Japan, Behavioral Finance, business, CNN, Doug Kass, ecb, Economic history of the Netherlands, Economy, finance, financial markets, Housing Prices, Investor’s Intelligence, Japan, Market Sentiment, Mathematical finance, Michigan, Monetary Policy, money, Peter Boockvar, Risk parity, short, Technical Analysis, University Of Michigan, US Federal Reserve, VIX, Volatility | Tagged Federal Reserve, investment | Comments Off

“Investing Is Not A Competition… It’s A Game Of Long-Term Survival”

By silveristhenew | Published October 9, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, Melt-Up Gains Traction Back in November, just following the election of President Trump, I wrote about the market entering into potentially the final “melt-up” phase of the cyclical bull market. However, while economic and fundamental realities HAVE NOT changed since the election, markets are pricing in expected impacts of changes […]

Also posted in 8.5%, Behavioral Finance, business, Capitalism, congress, Deutsche Bank, Dow 30, Dow Jones Industrial Average, Economy, Fail, finance, financial market, fixed, Irrational Exuberance, Market Sentiment, Market Timing, Market trend, Michigan, money, Moving Averages, NASDAQ, Nasdaq 100, None, real estate bubble, S$P, S&P 500, Stock Market, Trump Administration, University Of Michigan, Volatility | Tagged goldman sachs, investment | Comments Off

“Most Hated” Rally Getting Record Love

By silveristhenew | Published October 6, 2017

Via Dana Lyons' Tumblr, A recent reading in one broad measure of consumer stock market sentiment was among the most bullish in history. Perma-bulls like to label this bull market the “most hated” in history. While the rally is historic by some metrics, the “most hated” status, to the degree that it was ever applicable, […]

Also posted in Behavioral Finance, business, Capitalism, Economy, ETC, finance, financial markets, Investor Sentiment, Market Sentiment, Market trend, Michigan, money, rally, Risk, Stock Market, University Of Michigan | Tagged investment | Comments Off

If Amazon Takes Over The World…

By silveristhenew | Published September 24, 2017

Authored by Scott Galloway op-ed via The Wall Street Journal, Four tech giants – Amazon, Apple, Facebook and Google – have added $2 trillion to their combined market capitalization since the 2007-09 recession, a sum that approaches the GDP of India. The concentrated wealth and power of these companies has alarmed many observers, who see […]

Also posted in Amazon Echo, Amazon River, Amazon Web Services, Amazon.com, American Express, Apple, business, Cloud computing, Cloud infrastructure, Computing, Economy of the United States, European Union, Google, Jeff Bezos, Michigan, New York University, Northwest, Online music stores, Recession, S&P 500, Search Engine, Technology, University Of Michigan, Wall Street Journal | Tagged india | Comments Off

Exactly How Many Warnings Do You Need?

By silveristhenew | Published September 21, 2017

Authored by Lance Roberts via RealInvestmentAdvice.com, When I was growing up my father, probably much like yours, had pearls of wisdom that he would drop along the way. It wasn’t until much later in life that I learned that such knowledge did not come from books, but through experience. One of my favorite pieces of […]

Also posted in Bank of America, Bureau of the Census, business, Census Bureau, Consumer Sentiment, Corporate Finance, David Rosenberg, Deutsche Bank, Duration Mismatch, Economy, finance, Financial ratios, Fundamental analysis, Gallup, Gluskin Sheff, Jim Reid, Market Crash, Market Sentiment, Market Timing, Merrill, Merrill Lynch, Michigan, Monetary Policy, money, None, post-1950, Price–earnings ratio, Recession, Rosenberg, S&P 500, stock, Stock Market, University Of Michigan, valuation, Volatility | Tagged investment | Comments Off

“From Nukes To Terrorism”: Battered Investors Flee Risk For Safety Of Bonds And Gold

By silveristhenew | Published August 18, 2017

The global risk-off mood accelerated overnight on Trump “stability concerns”, coupled with fallout from the Spain terrorist attack and lingering North Korea tensions, even if the VIX is off its latest highs, trading just above 15. Investors fled into German and U.S. Treasury bonds and bought gold for the third day in a row, as […]

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“Stocks Are About To Make Dudley, Fischer, And Yellen Extremely Nervous”

By silveristhenew | Published July 15, 2017

Authored by Kevin Muir via The Macro Tourist Stocks Dare The Fed It was only a month ago Fed President Dudley was lecturing us about the dangers of overly easy financial conditions and how inflation’s sanguine performance was “transitory.” And it wasn’t like he was alone. The Fed’s generally accepted second in command, Stanley Fischer, […]

Also posted in British Pound, business, CPI, Economy, Federal Reserve System, finance, Financial economics, inflation, inflation targeting, Mathematical finance, Michigan, Monetary Policy, money, Precious Metals, Stock Market, Technical Analysis, University Of Michigan, US Federal Reserve, VIX | Comments Off

Markets Wrap: Stocks Flat In Quiet Session With US, UK And China Closed For Holiday

By silveristhenew | Published May 29, 2017

U.S. markets are closed for the Memorial Day holiday, and with UK and Chinese markets also closed for various holidays, it has been a quiet start to the week, with S&P futures essentially unchanged, trading at 2,415, up 0.06%, a new all time high. European stocks opened marginally lower in quiet trading but have since […]

Also posted in "Angela Merkel ", "Mario Draghi", Asia-Pacific, ASX, ASX 200, Atlanta Fed, Bank of Japan, Bond, Borrowing Costs, business, Case-Shiller, Chicago PMI, China, Conservative Party, Consumer Confidence, Consumer Sentiment, CPI, Currency, Dallas Fed, Donald Trump, East Asia, Economy, Economy of the European Union, Equity Markets, Eurogroup, European Central Bank, European Union, Eurozone, Federal Government, Federal Reserve Bank, Federal Reserve Bank of San Francisco, flash, FTSE 100, G-7, Germany, Group of Thirty, Hang Seng 40, Hong Kong, Housing Starts, Initial Jobless Claims, Italy, Japan, Jim Reid, Kospi, Labor, M3, Michigan, Monetary Policy, Money Supply, Nikkei, nikkei 225, NY FED, OPEC, Organization of Petroleum-Exporting Countries, Personal Income, Reality, S&P 500, Stoxx, Stoxx 600, Trade Balance, Trump Administration, University Of Michigan, US Fed, US Federal Reserve, West Texas, Yen | Tagged Federal Reserve, france, Global Economy, John Williams, north korea, Unemployment | Comments Off

Key Events In The Coming Week: FOMC Minutes, GDP, BOC, OPEC And More

By silveristhenew | Published May 22, 2017

The key highlights in the coming week are the Fed minutes, the Eurogroup meeting on Greece, the OPEC meeting and Bank of Canada rate decision. We also get GDP releases in the US, Eurozone, and UK, while a murder (or gaggle) of Fed speaker will highlight virtually every single day, starting with 4 today. Also […]

Also posted in Australia, Backwardation, bank of canada, Bank of Japan, business, Case-Shiller, Census Bureau, Center for Global Development in Washington, Chicago Fed, Committees, Consumer Sentiment, Continuing Claims, CPI, Dallas Fed, Economy, Economy of the United States, Eurozone, Federal Government, Federal Open Market Committee, Federal Reserve Bank of Minneapolis, Federal Reserve System, finance, flash, Greece, Gross Domestic Product, Harvard Club of New York, Hungary, Initial Jobless Claims, International Monetary Fund, Japan, Kansas City Fed, Keio University in Tokyo, Kuwait, Markit, Michigan, Minneapolis Fed, Monetary Policy, Neel Kashkari, New Home Sales, Norges Bank, OPEC, Organization of Petroleum-Exporting Countries, Personal Consumption, Personal consumption expenditures price index, Philadelphia Fed, ratings, Richmond Fed, S&P/Case, St Louis Fed, Switzerland, Thomas Jefferson College, Trade Balance, Trade Deficit, U.S. Census Bureau, Ukraine, University Of Michigan, Washington D.C., Wholesale Inventories | Tagged Unemployment | Comments Off