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Economic and Market Perspective

A commentary on national and global economic trends written by our chief investment strategist, James Paulsen, Ph.D.

May 20, 2013 Economic and Market Perspective
Confidence Runs Through the Stock Market

April 30, 2013 Economic and Market Perspective
Buy in May and be OK?

April 8, 2013 Economic and Market Perspective
A Value-Driven, Buy-and-Hold Stock Market?

March 22, 2013 Economic and Market Perspective
Stock Market Needs HIGHER Bond Yields

March 4, 2013 Economic and Market Perspective
This is No Sugar High!

February 20, 2013 Economic and Market Perspective
Don't Fear, but Embrace a Low VIX Volatility Index

February 6, 2013 Economic and Market Perspective
'Facing' the Portfolio Allocation Decision?

January 30, 2013 Economic and Market Perspective
Why is the Fed still in crisis mode...when the economy is no longer in crisis?

January 23, 2013 Economic and Market Perspective
Defensive Stock Price Betas Rise

December 27, 2012 Economic and Market Perspective
2013 Investment Outlook

December 12, 2012 Economic and Market Perspective
Will the Fed Lose its Best Friend?

November 27, 2012 Economic and Market Perspective
Gearing for Growth

November 12, 2012 Economic and Market Perspective
Fiscal Woes Improving in the Gridlock Era

October 30, 2012 Economic and Market Perspective
2013...A Return to Investment Normalcy?

September 26, 2012 Economic and Market Perspective
Bond Yields Keep Falling but Warning Signs Mount???!

August 28, 2012 Economic and Market Perspective
There is Hope for China

August 20, 2012 Economic and Market Perspective
BEST EVER Post-War Stock Market Rally!

July 24, 2012 Economic and Market Perspective
Baffled???

July 10, 2012 Economic and Market Perspective
Could "Confidence" Add 50 Percent to the Stock Market?

June 28, 2012 Economic and Market Perspective
Summer Doldrums!?!

June 1, 2012 Economic and Market Perspective
A Broadening Sustainable U.S. Economic Recovery

May 11, 2012 Economic and Market Perspective Update
How Many Times Will Investors Listento the Euro-Wolf Cry the Sky is Falling?

April 30, 2012 Economic and Market Perspective Update
Is it Déjà Vu all Over Again?

March 29, 2012 Economic and Market Perspective Update
Does GOLD Still Glitter?

March 16, 2012 Economic and Market Perspective Update
The Post-War Stock Market Cycle!??!

February 2012February 2012 Economic and Market Perspective
Welcome to the "Gear Year"—2012!

March 2011 UpdateJanuary 23, 2012 Economic and Market Perspective Update
Main Street Misery Sets Wall Street’s Valuation

March 2011 UpdateJanuary 17, 2012 Economic and Market Perspective Update
For Domestic Investors, is the Euro Crisis Really About Europe?

March 2011 UpdateJanuary 3, 2012 Economic and Market Perspective Update
Investor Alert - Beware of Rising Confidence!

2011

March 2011 UpdateDecember 22, 2011 Economic and Market Perspective Update
Jobless (Pro) Claims a Bull!

March 2011 UpdateDecember 21, 2011 Economic and Market Perspective Update
The Gear Year

March 2011 UpdateNovember 14, 2011 Economic and Market Perspective Update
Has “Investor Risk” Really Increased?

March 2011 UpdateNovember 4, 2011 Economic and Market Perspective Update
“Frustratingly Slow” but Remarkably “Normal” Jobs Recovery

March 2011 UpdateNovember 3, 2011 Economic and Market Perspective Update
Are Policy Officials Signaling Outperformance By Emerging Market Stocks?

March 2011 UpdateOctober 28, 2011 Economic and Market Perspective Update
The Next Investment Catalyst?Accelerating Economic Growth??

March 2011 UpdateOctober 17, 2011 Economic and Market Perspective Update
Consumer Cyclical Stocks Suggest Too Much Economic Pessimism!??

March 2011 UpdateOctober 4, 2011 Economic and Market Perspective
A U.S. Recession?

March 2011 UpdateAugust 29, 2011 Economic and Market Perspective Update
A Crisis Phobic Investment Culture?!?

March 2011 UpdateAugust 4, 2011 Economic and Market Perspective Update
Reflections on a Soft Patch

March 2011 UpdateJuly 15, 2011 Economic and Market Perspective Update
A Second Half Surge?

March 2011 UpdateJuly 1, 2011 Economic and Market Perspective Update
I Keep Hearing...

March 2011 UpdateJune 21, 2011 Economic and Market Perspective Update
A Broken or Normal Recovery?

March 2011 UpdateJune 7, 2011 Economic and Market Perspective Update
A Soft Patch RENOVATION

March 2011 UpdateMay 31, 2011 Economic and Market Perspective Update
Is Elevated Stock Market Risk Premium a Secular or Cyclical Change?

March 2011 UpdateMay 4 , 2011 Economic and Market Perspective Update
It’s Not Too Much Debt, It’s Too Little Labor Force …And… It’s Not a New-Normal, It’s an OLD-Normal

March 2011 UpdateApril 18, 2011 Economic and Market Perspective Update
Don’t “Over-Worry” the Deficit

March 2011 UpdateApril 7, 2011 Economic and Market Perspective Update
What Inning Is It?

March 2011 UpdateMarch 30, 2011 Economic and Market Perspective Update
Smalls Keep Standing TALL!!

March 2011 UpdateMarch 29, 2011 Economic and Market Perspective Update
A Manufacturing Renaissance?

March 2011 UpdateMarch 15, 2011 Economic and Market Perspective Update
Six Hundred Points Higher and Still Much the Same!?!?

March 2011March 2011 Economic and Market Perspective
Economic Backdrop?

January 2011January 2011 Economic and Market Perspective
A “Sustained” Economic Recovery!!

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