U.S. economy | Jubak Picks

U.S. manufacturing growth accelerates: Will job growth follow?

February 2, 2011 @ 10:45 am | IEF, Leading Indicators | 14 comments

Growth in the manufacturing sector of the U.S. economy, which has led the economic recovery, actually accelerated in January according to the ISM Manufacturing Index released yesterday February 1. This survey of attitudes among purchasing managers climbed to 60.8 in...

Where the heck are we in the economic cycle anyway? The answer is important in deciding what sectors to overweight

January 28, 2011 @ 8:30 am | IEF, Leading Indicators, You May Have Missed | 4 comments

Are you in the right sectors of the stock market for this point in the economic recovery? Solid data stretching back to 1945 show that certain industries and sectors outperform during specific stages of any economic recovery. No argument from me on that. I think...

The Fed speaks–a day for optimism on the U.S. economy?

January 26, 2011 @ 12:56 pm | Leading Indicators | 5 comments

Could that be optimism about the U.S. economy I see in the snow? (Yes, it’s snowing again here in New York City. It snowed yesterday too.) Sure looks like it with Standard & Poor’s 500 stock index opening up this morning. The market is betting on positive verbiage...

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U.S. manufacturing growth accelerates: Will job growth follow?

Where the heck are we in the economic cycle anyway? The answer is important in deciding what sectors to overweight

The Fed speaks–a day for optimism on the U.S. economy?

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