Jon D. Markman
Jon D.'S LATEST HEADLINES
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The U.S. Economic Recovery is on Cruise Control
Assessing the U.S. economic recovery right now is a bit like buying a used car: Although it sure looks good, you can't help but wonder what's really going on under the hood.
In terms of the U.S. recovery, here's what I see: The U.S. economic recovery looks good. And it is good. But the pace of that recovery is about to slow down – which is part of the reason that the U.S. stock market sold off and why the Dow Jones Industrial Average is down about 7% from where it was in early May (and that's even after the 5% rebound the Dow has seen from the June 7 nadir it established down around 9,800).
To put this into context, I had a long discussion about this topic with Lakshman Achuthan, managing director of the Economic Cycle Research Institute. Let me share his thoughts.
- Stock Market Stuck as Investors Demand Risk Premium for Buying
- Moribund Sentiment Is Jeopardizing the U.S. Stock Market
- Why U.S. Stocks Will Rise Above Weak Growth in Global Markets
- Two Big Reasons to Believe the U.S. Stock Market Will Bounce Back
- Caution Is the Buzzword After Last Week's Stock Market Drop
- Why the Eurozone Debt Contagion is Telling Us That It's Time to Buy Dividend Stocks, REITS and MLPs
- Will Extreme Volatility Actually Stabilize the Markets?
- Stock Market Strategies for the Post-Financial-Crisis 'New World Order'
- A Broad-Based U.S. Recovery is Strengthening the Global Economy Against Europe's Turmoil