Category Archives: Economic Outlook

Views differ widely on economic outlook for next year

Posted on October 20, 2010 by jmcnamara

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–  Small business hurting more than data suggests  

–  While worst is behind us the healing process will take time 

–  Until housing market improves the economy will flounder

–  Markets starting to discount double dip and look past elections

–  Jobs, tax cuts and time will provide steady stock gains

–  Dr Doom issues warning on slow growth ahead

US marching into economic minefield

Posted on July 8, 2010 by jmcnamara

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–  Massive debt wall dead ahead

–  Waiting for the bond vigilantes to arrive

–  The coming pension wars

How severe will second half slowdown be?

Posted on July 1, 2010 by jmcnamara

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–  Global bond markets signaling significant risk for stocks 

–  Key indicators say downturn is on the way 

–  US Treasury bond pricing assuming near depression scenario

Financial reforms have big banks laughing all the way to the bank

Posted on June 28, 2010 by jmcnamara

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–  It’s all good news for bank stocks

–  No change in too big to fail if you’re too big to fail

–  It will take big banks only 6 months to game the reforms

Fear mounts over sputtering US economy

Posted on June 24, 2010 by jmcnamara

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–  Double dip very likely says legendary investor

–  Look for very rough second half

–  US economic recovery reaches fork in the road

Bears make case for bad times continuing

Posted on June 14, 2010 by jmcnamara

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–  Look for GDP growth of 2% or less in second half of 2010

–  GDP growth slowing and will remain slow for years  

–  Risk of European credit contagion dictates extreme caution

 

The case for and against a double dip

Posted on June 9, 2010 by jmcnamara

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–  Employment to remain high, but economy will keep growing 

–  Probability of double dip rising significantly 

–  Is this just a normal slowdown or a double dip 

–  Legendary financier wades into double dip discussion

2010-5-20: Opportunities emerge but fear abounds

Posted on June 8, 2010 by jmcnamara

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–  Tech is a bright spot as it enjoys a cyclical recovery

–  Oil below $70 a major buying opportunity but gold outlook unclear

–  Euro crisis means Fed interest rates on hold for several quarters

–  Housing prices likely to stay flat for several years

2010-4-1: Time for a breather after hugh gains

Posted on June 8, 2010 by jmcnamara

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Be cautious on stocks and use dollar cost averaging

Euro Zone facing grim economic outlook for many years

Look for oil above $85 a barrel if dollar weakens

2010-3-29 Growing deficit is major headwind

Posted on June 7, 2010 by jmcnamara

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–  US budget deficit takes rapid and historic turn for the worst

–  Debunking the idea of the new normal recovery

–  Tech showing very bullish signals

–  Japan’s troublesome deflationary spiral