HCWE Home | Contact | About | Policies | Site Map | Clients | Admin | Logout
info@wainwrighteconomics.com
HCWE Home Wainwright Insight Investment Professionals Wealth Management Wainwright Archives
Welcome Guest
Client Login
Signup Request
Wainwright in the News
Commentary from
John E. Tamny
We couldn't have said it better.
The Wainwright Approach
Markets Forecasting Markets
What’s a
Wainwright Map?
Featured Publications
Publication Lists & Report Cards
Wainwright Reports & Services
For the Press

The Markets’
Message (PDF)
The Markets' MessagePrint and share highlights from this months Wainwright research publications.
The Wainwright Publications List Publications List Survey our complete list of research publications to date for this year.
The Wainwright Report Card Report Card Review our predictions and the actual outcomes from the past years research.

 

The Markets Message
"Official estimates of the personal saving rate are low but rising. But that's because personal income does not include a large chunk of national income that accrues to the business and nonprofit sectors. Saving by the economy as a whole is much higher, but declining."
Economy Watch – 1/10
~ R. David Ranson, President
and Director of Research
H.C. Wainwright & Co. Economics

 
Play a brief audio introduction from R. David Ranson, President and Director of Research. Approximate runtime 3 minutes after download - broadband recommended.

Publication Highlights as of February 1, 2010

Get the stories behind the headlines here!
Market-Driven Tools for Asset Allocation  The Capitalist Perspective
Does China's economic rise pose a threat to the US?
The relationship between the governments of the US and China is often discordant. It gives the impression of two powers competing for world economic leadership. Actually each economy is far better off as a result of its interaction with the other. Read The Capitalist Perspective now without charge. [ Read ]
Market-Driven Tools for Asset Allocation  Interest-Rate Outlook
Do TIPS lack the safe-haven stature of Treasuries?
If Treasury bonds are safe, Treasury Inflation Protected Securities (TIPS) should be safer. But the market does not price them as if they were.
Market-Driven Tools for Asset Allocation  Tactical Asset Selector
An 'elliptical' perspective for ranking the attractiveness of investible assets
Market signals of the economy's performance point investors toward some asset classes and away from others. Changes in the gold price and in corporate bond spreads are especially predictive. Currently these imply an exceptionally strong tailwind in favor of commodities and equities.
Market-Driven Tools for Asset Allocation  Strategic Asset Selector
The outlook for stocks after ten years of going nowhere
While the immediate outlook for the stock market is good, economic factors will dominate its performance in the decade that has just begun. We expect the market to perform poorly in the next ten years for the same reasons that it did so badly in the last ten.
Market-Driven Tools for Asset Allocation  Economy Watch
Personal saving is up, but national saving is downPersonal saving is up, but national saving is down
Official estimates of the personal saving rate are low but rising. But that's because personal income does not include a large chunk of national income that accrues to the business and nonprofit sectors. Saving by the economy as a whole is much higher, but declining.
Market-Driven Tools for Asset Allocation  Fixed-Income Barometer
Highlights:
We expect bond yields to rise in 2010, but credit spreads should continue to narrow as risk appetite improves, while the creditworthiness of the Treasury deteriorates.
Market-Driven Tools for Asset Allocation  Economic Barometer
Highlights:
The tremendous contraction in the Baa/Aaa corporate yield spread implies that 2010 will be one of the fastest-growth years in living memory, as the economy climbs back to its pre-crisis output capacity. Employment will not keep pace, because the cost of Washington's massive spending initiatives must mainly fall on the backs of labor.
Market-Driven Tools for Asset Allocation  Equity-Market Barometer
Highlights:
The stock market has much further to go. But it will increasingly be held back by inflation.
Market-Driven Tools for Asset Allocation  International Barometer
Highlights:
Foreign-exchange Value of the Dollar: Declining over the next couple of years.
Equity Markets:
Most favored - Singapore
Least favored - Hong Kong
Bond Markets:
Most favored - U.K.
Least favored - U.S.
Get the stories behind the headlines here!
Market Driven Tools for Asset Allocation

Wainwright in
the News
Wainwright in the news
bulletNew! David Ranson: Why the Recovery Will Be Robust— Wall Street Journal Online, January 31, 2010. Read
bulletNew! David Ranson with Laura Mandaro on Market Watch, January 19, 2010. Play
bullet David Ranson: The Economy Is Growing Faster Than You Think— Real Clear Markets, December 18, 2009. Read
bullet Simon Constable sources David Ranson: The Case for a V: Could 7% Growth Rates Return?— Wall Street Journal Online, December 10, 2009. Read
bullet David Ranson on protecting portfolios with gold with Jonathan Chevreau Part-2 — Financial Post of Canada, November 24, 2009. Play
bullet David Ranson discusses inflation with Jonathan Chevreau Part-1 — Financial Post of Canada, November 24, 2009. Play
bullet Laura Mandaro sources David Ranson: Bullion buyers see pot of gold in higher deficits — Market Watch, November 23, 2009. Read

The Capitalist
Perspective
The Capitalist Perspective Get the Wainwright perspective here every month at no cost!
Markets
Forecasting
Markets
Markets Forecasting Markets Find out what makes Wainwright Insight work.
 
HCWE Home | Contact | About | Policies | Site Map | Clients | Admin | Logout
info@wainwrighteconomics.com
info@wainwrighteconomics.com

©2009 H.C. Wainwright & Co. Economics Inc., all rights reserved.