Macro Movers for 2H 2005

Wednesday, July 06, 2005 | 02:50 PM

Tscm_1The Street.com asked for a "Macro Preview" for the second half of the year, and I obliged them with What to Watch: Macro Movers.

Its a "Big Picture" look at the second half of 2005, and what might be in store for investors froma  macro-economic perspective.

I stake out the rather unremarkable position that, barring some unforeseen crisis, the same issues that have been driving the economy (as well as the financial markets) in the first half of the year are likely to continue doing so in second half of the year.

The big four are:

• Energy and Oil
• Inflation/Deflation
• Interest Rates
• Housing

I also look at 5 other problems percolating below the surface. Any of these have the ability to disrupt at some unknown time in the future -- whether its the 2nd half or sometime later I haven't a clue. These are all longer term issues with potentially serious consequences:

-Federal deficits
-Return of the long bond
-Employment
-Trade deficit
-The U.S. dollar

No excerpt -- the entire thing is available for free.

>

Podcast:  2 minute overview on the column:
Macro movers in 2h '05.mp3

>

Source:
What to Watch: Macro Movers
RealMoney.com, 7/6/2005 9:48 AM EDT
http://www.thestreet.com/comment/barryritholtz/10230921.html

Wednesday, July 06, 2005 | 02:50 PM | Permalink | Comments (0) | TrackBack (1)
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The Big Picture writes: I stake out the rather unremarkable position that, barring some unforeseen crisis, the same issues that have been driving the economy (as well as the financial markets) in the first half of the year are likely to continue... [Read More]

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