Higher Purchasing Managers index, decelerating weakness in construction spending, and loss of jobs marks stability and fun fundamentals for rally dollar and stocks
Jeff Cantor
Mar. 30, 2008

The glom and doom that swept across US in the last six months saw the climax in March 2008. It probably was local bottom for US Dollar, US stocks and US real estate. While Asia and Europe is expected to continue their decline in GDP, US economy is poised to stabilize and them move up sharply in the later part of the year.

Higher Purchasing Managers index, and decelerating weakness in construction spending mark the essence of turn around. Both of these data due this week will show improvement over the last month. The job losses will be restricted to 50,000 level and perhaps surprise many with a slight gain payroll number.

The oil and gold is in a massive bear market right now that can wipe out most of the gains seen in the last 12 months.

The US stock market and US Dollar is ready to rally. The lumber futures look attractive as new homes have started moving again. The homebuilder stocks are moving higher after a three-year slump. By end of the summer, the real estate professionals will have a pleasant surprise – the residential real estate is back on foot again.

Higher Purchasing Managers index, decelerating weakness in construction spending, and loss of jobs marks stability and fun fundamentals for rally dollar and stocks
Jeff Cantor
Both of these data due this week will show improvement over the last month. The job losses will be restricted to 50,000 level and perhaps surprise many with a slight gain payroll number.
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US Dollar, stocks and real estate ready to rally as new financial overseers, SEC-CFTC merger
Kara Zeilig
The fundamentals now are leaning to the theory. US Dollar, stocks and real estate ready to rally as new financial overseers, SEC-CFTC merger are proposed by Treasury Secretary Henry Paulson.
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American consumers start saving with moderation on consumption – bullish for US Dollar
Peter Oberois
US Dollar is in a stealth bull market. The sentiment and fundamentals are right. American consumers start saving with moderation on consumption. It is bullish for US Dollar and US economy for the long term.
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Chinese banks hit badly with American subprime mortgage losses – time to sell Chinese bank stpcks?
Peter Oberois
China will continue to raise interest rates. Yuan will also continue to appreciate against US Dollar. The net effct on the Chjinese banks is dicidedly negative.
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Deteriorating labour market and higher food and energy prices are the root causes for sharp drop in US consumer confidence – but the gloom and doom is ending temporarily
Sam Adelton
The way US Dollar, lumber futures and the stock market has absorbed the 100% negative news on the economy and inflation in recent weeks, it seems the gloom and doom will end very soon.
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What is next for dollar, gold, realestate, bonds, commodities and stocks?
Neal Henderson
Some of the depressed commodities will rise fiercely. Examples are lumber, cattle, hogs and so on. Industrial metals and precious metals are now in an intermediate term (few years) bear market that can take prices down by 50 to 60% from the top.
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World wonders if America has the courage to liberate Tibet from Chinese communists as Pelosi meets Dalai Lama
Sonia Joshi
Chinese atrocities are far worse in Tibet than Saddam in Iraq. It is continuing for almost half a century. Americans talk a lot but shies away from doing anything about it.
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