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Harlan Levy

 
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  • Moody's Analytics' Senior Economist Andres Carbacho-Burgos: 2014 GDP Up 2.6%
    May. 19, 2014 SPY, DIA, FXE Comment!

    Summary

    • Carbacho-Burgos predicts 2014 GDP growth to be 2.6% and 3.9% in 2015, as recovery accelerates, although business investment is stagnant.
    • New industrial job growth 1.9% in 2014, with more than 200,000 new jobs/month; 2.5% in 2015 with 300,000 jobs/month.
    • 10-year bond rate holding steady at around 2.7%, but will breach 4.5% by year-end 2015.
  • Economist Edward Deak: Q2-Q4 GDP Growth 3% A Month, Up To 230,000 New Jobs A Month
    May. 13, 2014 SPY, DIA, QQQ 2 Comments

    Summary

    • Q2, 3, 4: 200,000 to 230,000 new jobs/month, GDP up 3%/month.
    • Quantitative easing to stop around October, if jobs and recovery continue.
    • Short-term interest rates to start gradually rising in June or July 2015, and the 10-year bond rate.
  • Wells Fargo Advisors Chief Equity Strategist Stuart Freeman: More New Jobs, Broader GDP Growth Ahead
    May. 5, 2014 SPY 7 Comments

    Summary

    • New jobs have breadth, more to come, with 2014 GDP growth at 2.4% in a breadth of segments.
    • Q1 earnings look good, with 2014 S&P 500 earnings to rise nearly 7%.
    • With capacity utilization tightening, business finally starting to spend now.
  • Interview With Mesirow Economist Adolfo Laurenti: Over 200,000 New April Jobs,Q1 GDP Growth Near 1%, 3% In H2
    Apr. 28, 2014 DIA, SPY, QQQ 1 Comment

    Summary

    • Over 200,000 new jobs in April, maybe 250,000.
    • Q1 GDP growth near 1%, 2nd half over 3%.
    • No Fed rate hike ‘til end of 2015. Bond bulls have upper hand temporarily.
  • California Controller's Council Of Economic Advisors Chief Economist Lynn Reaser: Stock Correction 10% At Most, Q1 Earnings Down 3%-4%
    Apr. 21, 2014 SPY, DIA, QQQ Comment!

    Summary

    • Stocks to correct no more than 10%,as the economy picks up and no higher interest rates for a while.
    • Q1 earnings could end up down 3 – 4% year-over-year as Q1 softness weighs in, but will be up 6% by year-end.2.Q1 earnings could end up down.
    • Q1 GDP growth of about 1% should rise to 3% the rest of 2014.
  • ConvergEx Chief Market Strategist Nick Colas: Bonds Indicate Slowdown, Possibly Recession In 2nd Half
    Apr. 14, 2014 SPY, DIA, QQQ Comment!

    Summary

    • 1.Bond yields not rising as everyone predicted, indicating U.S. economy weaker, with slowdown, possibly recession in second half.
    • 2. Stocks to keep correcting next two to there weeks.
    • 3. Housing a worry: If mortgage markets don't pick up, house prices will stagnate for next few years.
  • Calvert Investment Management's Natalie Trunow: Worries; Meager Income Growth, Housing Slowing
    Apr. 7, 2014 DIA, SPY, QQQ Comment!

    Summary

    • Top worries: lack of consumer income growth and a slowing housing recovery.
    • GDP growth to accelerate, possibly to 3.5%.
    • Stocks could have 10% correction: a buying opportunity.
  • UConn Economist Fred Carstensen: Stocks Overvalued, To Trend Down In 2014
    Mar. 31, 2014 SPY, QQQ, DIA 5 Comments

    Summary

    • Stocks are overvalued and will trend downward although not sharply over this year as the Federal Reserve cuts back on quantitative easing.
    • Economic growth will continue to be anemic, because by far most personal income growth goes to the wealthy, not the majority of households.
    • The modest housing recovery will continue, given a fairly stable economy.
  • IHS Chief Economist Nariman Behravesh: Stocks Up 5-6% In '14, Fed Rate Rise In Q2 '15
    Mar. 24, 2014 DIA, SPY, QQQ 1 Comment

    Summary

    • The Federal Reserve won't raise rates until the second quarter of 2015.
    • Stocks up by single digits in 2014 - 5-6 percent.
    • 150,000 - 200,000 new jobs per month in 2014.
  • RBS Chief Economist Michelle Girard: Industrial Production To Rise 3%, Home Prices 5-7%
    Mar. 17, 2014 Comment!

    Summary

    • Consumer confidence dip a blip, a lot to do with bad weather. Stronger retail sales in March and April.
    • It will be difficult for the U.S. economy to grow 3% or more. 2014 forecast: 2.5% GDP growth.
    • Industrial production to rise 3%, and home prices to rise 5 to 7%.
  • S&P's Sam Stovall: Good Chance Bull Market Gets To 6, Earnings Up 5-6%, GDP 3%
    Mar. 10, 2014 SPY, DIA, QQQ 2 Comments

    Summary

    • Good but not great chance the five-year-old bull market will celebrate a sixth birthday.
    • 2014 earnings will rise 5 to 6 percent, while GDP will increase 3 percent.
    • This year's jobless rate will end up at 6.4% in 2014 and 5.7% in 2015.
  • Wells Fargo Advisors' Scott Wren: 2014 GDP 2.4%, 6.2% Jobless, Earnings Up 6-7%
    Mar. 3, 2014 SPY, DIA, QQQ Comment!
  • Bank Of America Economist Ethan Harris: 2014 GDP Up 3%, S&P 500 To 2000, 2015 5.5% Jobless Rate
    Feb. 24, 2014 SPY, SH, SSO 4 Comments
  • ConvergEx Chief Market Strategist Nick Colas - 2014: 2.5% Growth, 5-7% Stock Gains
    Feb. 10, 2014 SPY, DIA, QQQ Comment!
  • Wells Fargo Advisors' Stuart Freeman On 2014: 2.4% Growth, Profits Up 5%-6%
    Feb. 3, 2014 SPY, SH, SSO Comment!
  • Natalie Trunow: For 2014, 3.5% Growth Possible, 5%-10% Market Correction, Not 10%-15%
    Jan. 27, 2014 SPY, SH, SSO Comment!
  • Interview With Adolfo Laurenti: 2014 - More Capital Spending, Jobless Rate To 6.5%
    Jan. 20, 2014 SPY, DIA, QQQ Comment!
  • Cirrus Research's Satya Pradhuman: Stocks To Rise, Low Rates Force Investors Further Onto Risk Curve
    Jan. 13, 2014 SPY, QQQ, SH Comment!
  • Moody's Analytics Economist Andres Carbacho-Burgos: Recovery: 2-3 More Years, Pre-Recession Jobless Rate After 2018
    Jan. 6, 2014 SPY, QQQ, SH Comment!
  • Economist Nick Perna -- 2014: No Major Stock Market Gains, 10-Year Treasury Rates Rise
    Dec. 30, 2013 IEF, PST, IEI Comment!
  • Interview With Fred Carstensen: 2 Years To Full Recovery, Stocks To Correct 10-20% In 2-4 Years
    Dec. 24, 2013 SPY, DIA, QQQ 5 Comments
  • CA Controller's Council Of Economic Advisors' Chief Economist Lynn Reaser: 2014 - Mfg. Strong, Stocks Up 5-6%
    Dec. 16, 2013 SPY, QQQ, SH Comment!
  • Interview With S&P Capital IQ Chief Equity Strategist Sam Stovall: 2014: GDP Up 2.6%, Stock Correction Overdue
    Dec. 9, 2013 SPY, QQQ, SH Comment!
  • Interview With Wells Fargo Advisors' Scott Wren: S&P 2014 Target At 1,850-1,900
    Dec. 2, 2013 SPY, SH, SSO 1 Comment
  • Interview With RBS Chief Economist Michelle Girard: 2014 - 2.3% Growth, Home Sales Like 2013
    Nov. 25, 2013 SPY, QQQ, SH Comment!
  • Interview With Webster Financial Adviser Nick Perna: 2014: 2.5% Growth, True Jobless Rate 12.5%
    Nov. 11, 2013 SPY, QQQ, SH 2 Comments
  • Interview With BOfA Economist Ethan Harris: 3% Growth In 2014, Austerity's Drag 0.5%
    Nov. 4, 2013 SPY, DIA, QQQ Comment!
  • Interview With Natalie Trunow: Conflict In Congress Will Slow Housing, Jobs Recovery
    Oct. 29, 2013 Comment!
  • Interview With Mesirow Financial's Adolfo Laurenti: Uncertainty Keeps Economy Muddling, Helping Cool Too-Hot Home Prices
    Oct. 21, 2013 IYR, DIA, SPY Comment!
  • Interview With S&P Capital IQ Chief Equity Strategist Sam Stovall: Stocks And Home Sales To Keep To Upside
    Sep. 23, 2013 Comment!
  • Interview With CA Controller's Council Of Economic Advisors Chief Economist Lynn Reaser
    Sep. 16, 2013 Comment!
  • Interview With Diane Swonk: 2.5% Q4 Growth With No Broad-Based Recovery And Housing Slowdown
    Sep. 9, 2013 IYR, SPY, XHB Comment!