What Is Driving Japan?
After landing the first two arrows (which Abe accomplished thanks to enthusiastic compliance by the Bank of Japan, and a coalition majority in Japan’s parliament), observers have been disappointed that the deeper reforms Abe outlined have been slow to appear.
What is Abe’s third arrow? What does this mean for Japanese markets? Upgrade today to find out.
E-Commerce With Chinese Characteristics
The periods of China’s most robust growth has corresponded with the global rise of the internet and the digital economy. This convergence is placing China in the forefront of e-commerce growth worldwide. Some of the same disruptive processes we’ve observed in the U.S. with the rise of companies such as Amazon, Netflix, Priceline, and eBay are also playing out in China. The difference is that this disruptive force is hitting China just as the country is stepping into the limelight as a consumer powerhouse. The evolution of retailing in China will look nothing like other developed nations.
Pressure off Iran. What does it mean for oil?
An agreement reached last weekend in Geneva promises to take some economic pressure off the Iranian regime. Despite vitriolic protests against the U.S., Israel, and other western allies, Supreme Leader Khamenei signed off on the agreement…
Guild Basic Needs IndexTM
Track our analysis in these letters and at www.gbni.info.
Will the U.S. market rally continue? What markets do we think will continue to rally?
In Last Week’s Global Market Commentary We Discussed:
- Janet Yellen As Fed Chair — What Does It Mean for Investors?
- What Are China’s Future Reforms and Are They Enough?
- Jobs That Aren’t Coming Back
Guild Recommendation Tracker
Janet Yellen As Fed Chair — What Does It Mean for Investors?
Dr. Janet Yellen is a Keynesian and monetary dove. According to her writings, her speeches, and now her confirmation hearing, she believes that the U.S. economy is not operating at capacity, and that Federal Reserve activities can improve economic activity to make it operate much more close to its potential capacity.
Will she continue to follow the policies of her predecessor? What does this mean for stock prices? Upgrade today to find out.
What Are China’s Future Reforms and Are They Enough? . . .
Continue Reading: November 21, 2013
Will the U.S. Economy Strengthen?As readers know, it is our view that we are at the stage of the economic cycle where capital spending and industrial expansion rise. This rise leads to more employment and faster economic growth. In spite of the panicky behavior exhibited by the financial media about the government shutdown in October, the U.S. economy is strengthening. Last Friday’s October non-farm payroll report came in stronger than the pundits had projected. The current growth of employment is being seen in construction and manufacturing, two areas which pay well and which many economists have been worried . . .
Continue Reading: November 14, 2013
Conference Call Announcement
Please join Monty Guild and Anthony Danaher on November 15th at 10:00 AM PST for our conference call/webinar “2014 Investment Outlook (Stocks, Income, Commodities)”
On this call, Mr. Guild and Mr. Danaher will discuss the present investing environment, global economics, commodities, and what to expect in 2014. The countries, sectors, and industries which are poised to do well in the short term and long term will also be highlighted. The call will be approximately 60 minutes including a Q&A session following the slide presentation. Questions can be submitted before the call or during . . .
Continue Reading: November 07, 2013