us economy


US economic perspectives

US Markets Need More Than Another 200.000 Increase In Payrolls

AXA IM | Yet when looking at the US economy we see low unemployment, continued strong job gains, increased personal income and rising core inflation. The traditional end-of-cycle dynamics (rapid increase in wage costs, monetary tightening, reduced profitability) are not screaming “recession” at us.


US-inflation-target

Target 4 % Unemployment In The US To Achieve 2% Inflation

BARCLAYS | In our view, achieving the FOMC’s target of 2% PCE inflation may require a substantial undershoot on the unemployment rate ( to 4% if not below ). Should the unemployment rate remain near current levels or should inflation expectations drift lower, the FOMC would be unlikely to hit its inflation target over the foreseeable future.


USeconomyTC

Economists and investors disagree over U.S. economy

There is a definite clash between investors and economists over the US economy. According to Intermoney’s Spanish analysts, markets are looking for reasons to take apart the thesis about the country’s resilient activity, arguing that moderate growth is insufficient. Then there are the economic purists, including many Fed members, who are confident the US recovery is sustainable.







Wall Street

Markets know the game: Reducing investors’ EPS expectations so firms can beat them

The Corner | April 12, 2015 | Earnings season is warming up on Wall Street. During the week the major US banks will present their results (tomorrow, JP Morgan and Wells Fargo), which will impact the course of American stocks in the short/medium term. Should US companies show a pessimistic picture with their 1Q earnings, that would mean the US economy is in worse shape than predicted. But are these expectations part of a wider game?