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Jeff Miller

  • Analysis & Opinion

Jeff Miller's Opinion & Analysis
A complete archive of Jeff Miller's articles, including current analysis & opinion.

(8-17-14) I could not resist the whimsical title. It is time for the annual Fed Symposium at Jackson Hole. This event, sponsored by the Federal Reserve Bank of Kansas City, has historically been the ...
A seriously flawed story about George Soros got a lot of media coverage Friday.  In the midst of options expiration and breaking news from Ukraine, this story might not seem very important. It was big...
(August 10, 2014) In the past week there has been a dramatic change for the worse in everything we have been tracking in our “Ugly” section. Risks that are generally described with the euphemism of ...
Put together these ingredients: The biggest weekly market decline in two years, the winding down of earnings season, and a light week for economic data. The result? Financial TV producers will be ...
To the surprise of many observers, stocks have survived a series of recent challenges. As Q2 '14 earnings reports starts begin, the questions has changed: Can strong corporate earnings spark a ...
After an event-filled 3½ day trading week, it is time to pause and reconsider. There is little fresh news in store this week, and therefore plenty of time for calendar-driven introspection. Is it ...
With the stunning decline in Q1 GDP, the health of the US economy has once again taken center stage. The week ahead is shortened by a Friday holiday, but is packed with important data releases. It ...
Once again, the market focus has turned to the Fed. For many months the official Fed policy has included an inflation target, an annual rate of 2%. For many months I have written that inflation will ...
Into the economic news vacuum, summer doldrums, and sports stories, there was finally added some real news – the renewed conflict in Iraq. This had all of the features that make for good financial ...
In sharp contrast to last week, the punditry has less to chew on this coming week. This leaves the media agenda wide open. Discussion will range freely on the potential for the economy as well as the ...