"There will be a modest slowdown in global economic activity in 2012. We expect the worst of it to show up as a recession in the euro zone. But the capital outflow from Europe could provide a slight pickup to US growth."
Economic Barometer – 12/11 |
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~ R. David Ranson, President
and Director of Research
H.C. Wainwright & Co. Economics
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Play a brief audio introduction
from R. David Ranson, President and Director of Research.
Approximate runtime 3 minutes after download - broadband recommended.
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 Gold is for Real Wealth Preservation—Not Speculation
This insightful 60-minute webinar was presented March 8, 2011 by David Ranson in association with Bullion Management Group Inc. The webinar reveals little-known facts about the relationship of gold price to inflation and includes investment recommendations for the use of gold to minimize the impact of inflation on a portfolio. Replay the webinar or Open a PDF summary.
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Wainwright's Monthly Client Conference Call
Each month Wainwright conducts a monthly Client Conference Call with David Ranson, John Tamny and, on occasion, guest speakers. The conference calls feature an up-to-the-minute recap of our most recent research findings as well as the opportunity for clients and invitees to get an immediate response to pressing questions. The call routinely takes place at 8:00 am PST on the first Thursday of the month and lasts approximately 30 minutes.
If you are already a client, please join us by logging in to the Conference Call page prior to the next call and following the instructions for participation. If you are not a client and are interested in becoming one, fill out a signup form and request a guest invitation to the next scheduled event.
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Publication Highlights as of January 1, 2012
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Get the stories behind the headlines here! |
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 The Capitalist Perspective |
| A tax and regulation blizzard is built in for 2013 |
| Without any new legislation, massive new taxes and regulations will reach a crescendo just after the coming election. Read The Capitalist Perspective now without charge. [ Read ] |
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Interest-Rate Outlook |
| Do real interest rates drive down the price of gold? Or is it vice versa? |
| Is the price of gold high simply because the Fed has pushed real interest rates down? Or could low real rates also be the result of other factors that drive up gold? |
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Equity-Market Outlook |
| President Obama and the stock market |
| What economic policies have been associated with a healthy stock market historically? How compatible are they with the President's instincts about what the economy needs? |
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Strategic Asset Selector |
| Stock-market setbacks threaten the economy less than meets the eye |
| Severe stock-market declines make unreliable forecasters of the economy. How to avoid being misled? |
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International Forecaster |
| The world economy runs on resilience, not contagion |
| To what extent would a Europe-wide recession threaten the US economy? Much less than you might think. |
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Fixed-Income Barometer |
| Highlights: |
| We do not expect the Fed's Operation Twist to succeed in bringing down the slope of the yield curve. But there is no prospect of the Fed willingly permitting any increase in interest rates. |
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Economic Barometer |
| Highlights: |
| There will be a modest slowdown in global economic activity in 2012. We expect the worst of it to show up as a recession in the euro zone. But the capital outflow from Europe could provide a slight pickup to US growth. |
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Equity-Market Barometer |
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| Although the flow of bad news from Europe may well continue, there is scope for a further near-term gain in US stock prices. An advance of 25 percent over the next few months is a possibility. |
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International Barometer |
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Foreign-exchange Value of the Dollar: Uncertain relative to the euro; declining relative to most major currencies over the next couple of years.
Equity Markets:
Most favored - Argentina
Least favored - Hong Kong
Bond Markets:
Most favored - Germany
Least favored - U.K.
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Get the stories behind the headlines here! |
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