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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.

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 ...
Do you have an opinion about stocks or bonds or foreign exchange? If so, it is easy to find a market message that will support (or contradict) your viewpoint. The "message" of the market has rarely ...
In a holiday-shortened week, there is plenty of data. The Case-Shiller home-price index will set the tone on Tuesday morning. After last week's soft housing reports, many will be asking, Will housing...
The insightful investor develops solid indicators and then follows the data. This may seem obvious, but instead…. Many pundits start with the conclusion and then search for evidence. There are a ...
To the surprise of most, bonds have rallied while stocks have moved sideways. In a week with very little data, and many thinking about an early Memorial Day vacation, the bond/stock tradeoff proved ...