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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.

After a number of meetings where the FOMC announcement merely confirmed widespread expectations, this week’s result may be different. I expect everyone to be wondering, Will the Fed change course? ...
In the absence of major economic news and events, the punditry usually tries to squeeze a little more juice out of old themes. The Fed reaction to the employment report will, no doubt, get some ...
With the official end to summer, there are many topics for sunburned vacationers to consider as they settle in to their desks and boardrooms on Tuesday. Economic data has been mixed, but with a ...
(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 ...