This Week with J. Mark Nickell & Co. – July 31, 2013

Stock and bond markets are recovering from the spasms felt May 22 to June 24.  This week we take a close look at what just happened; review a provocative article on why bond yields may drop further; and re-state the case for investing in Emerging Markets, which have not rallied at the same pace as

This Week with J. Mark Nickell & Co. – July 24,2013

Last Wednesday, Federal Reserve Chairman Bernanke delivered testimony to Congress, taking great pains to clarify Fed policy. His comments were well received because stocks moved higher and interest rates retreated. Our first article examines what the Chairman said and what he really meant. Though the economy still may need Fed support to reach “escape velocity” (i.e., where it can grow by its own momentum), our next article by Liz Ann Sonders of Schwab takes a look at the plunging Federal budget deficit and what it means. Finally, we summarize a recent poll by the Institute of Chartered Financial Analysts about expectations over the next 12 months.