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Meritage Homes Corporation 's MTH strong order growth, robust earnings trend, improving gross margin, strong brand presence along with strategies relating to entry-level and first-move-up bode well. Click to get this free report Meritage Corporation (MTH): Free Stock Analysis Report Century Communities, Inc. (CCS): Free Stock Analysis Report D.R. Further, the company has been successful in improving its gross margin through proficient management of direct costs amid an inflationary environment.

The average maturity and the portfolio duration are adjusted based on HIMCO's assessment of multi-year trends in several factor like economic conditions, inflationary pressure, rate changes and U.S. Treasury bonds' long-term value in relation to inflation. The popularity of mutual funds is reemphasized by the fact that favorability rating among shareholders for mutual fund companies has remained at 68% in mid-2014. Most investors believe that fund performance is primarily the driving factor behind investor sentiment.

NVE Corp.NVEC is a recognized leader in the practical commercialization of spintronics. Click to get this free report NUTRI/SYSTEM (NTRI): Free Stock Analysis Report NVE CORP (NVEC): Free Stock Analysis Report SPRAGUE RESRCS (SRLP): Free Stock Analysis Report To read this article on Zacks.com click here. Recovery in oil prices , declining fears of deflation and the crisis in Greece reduced investors' appetite for European bonds.

US companies scheduled to report earnings include Buckle ( BKE ), Enstar Group ( ESGR ), and Main Street Capital ( MAIN ). Finance Minister Aso did note that there was support for the proposed sales tax increase, which is scheduled to take place in three different phases over the next year. July consumer price index rose 2% from a year ago, inline with estimates and up from a 1.8% rate the month prior.

While the Pound has found support of late, recent economic data suggests that the BoE is biding its time before shifting to a more dovish stance. The rising prospects of a no-deal Brexit, the extended trade war between the U.S and China and shift in BoE sentiment towards inflation suggests some downside. While we can expect the Oval Office to be of influence, FED Chair Powell and FOMC members Williams, Bostic, and Bullard are also scheduled to speak.

Western Asset/Claymore U.S Treasury Inflation Prot Secs Fd 2 ( WIW ) will begin trading ex-dividend on July 13, 2015. Shareholders who purchased WIW prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the WIW Dividend History page.

Specific examples, and current holdings include Vanguard's MSCI Europe ETF ( VGK ), SPDR's Euro STOXX 50 (FEZ) and WisdomTree's International Dividend Fund Ex-Financials (DOO). Disclosure: I am long [[DBL]], [[PDI]], [[HYS]], [[AMLP]], [[VGK]], [[FEZ]], and [[DOO]] but positions may change at any time. Broad Opportunity Set Outside of Government Bonds Source: PIMCO Natural Resources Since the range of potential outcomes in a deleveraging process can be extraordinarily wide, we believe the optimal portfolio should maintain a barbell approach to hedging both inflation and deflation risks.

The steepness or flatness of the yield curve is an indication of how fast the economy might grow, and how much inflation it might produce, requiring higher short-term rates in the future. Well, for one, no politician can increase the fertility rate, and absent any changes to immigration policy, the growth of the labor force is expected to slow. As such, the general thinking of economists is that we'll face growth that can't change much over time, as seen in the nearby graph indicating real potential GDP, forecast far into the future.

Dollar Down Vs. Euro PowerShares DB U.S. Dollar Index Bullish ( UUP ), measuring the greenback against a basket of major foreign currencies, gapped down 1.02% to 21.80. Shutterstock photo Gold and silver prices brightened Thursday as the dollar fizzled against the euro after the European Central Bank kept its key interest rate the same. "He stated that inflationary pressures remained contained and also cited other factors including strong capital inflows into the euro area and a rise in deposits at banks in periphery countries that indicate potential growth in the second half."

iShares Barclays TIPS Bond ( TIP ) Treasury Inflation-Protected Securities, which are not part of the Barclays U.S. The current five-year TIPS break-even rate (the yield spread between a five-year TIPS bond and a five-year Treasury note) is at 1.36%. With the great performance of government bonds over the last 10 years and historically low interest rates, it may make sense to reduce exposure to this area of the market.

Earlier in the Day: Economic data released through the Asian session includes December retail sales figures out of Japan and 4 th quarter inflation numbers out of Australia. Outside the stats, it's a big day for the global financial markets, with the U.S - China trade talks set to resume and the FED to deliver its first monetary policy decision of the year. On the data front, key stats scheduled for release include January ADP nonfarm employment change figures, 1 st estimate GDP numbers for the 4 th quarter and December pending home sales.

Rabach noted that Arcos is gaining traction from a qualitative focus on the organization's three-pillar strategy, comprised of improved customer service, relevant and "desirable" menu offerings, and heightened restaurant-level execution. Given that its operations are confined chiefly to Latin America, home to some of the most inflationary economies in the world, Arcos Dorados Holdings' (NYSE: ARCO) third-quarter revenue increase of nearly 4% can be interpreted as impressive. As we dive into Arcos' report, note that all comparative numbers refer to those of the prior-year quarter.

Compare the price ratio of the iShares Treasury Inflation Protected Securities Bond ETF ( TIP ) to the iShares Treasury Bonds 7-10 Year ETF ( IEF ). As a reminder, a rising price ratio means the numerator/TIP is outperforming (up more/down less) the denominator (( IEF )). [Click all to enlarge] TIPS/Nominal Treasuries I've notated the price ratio trends to keep the environment at the time an important part of the discussion.

With that in mind, here's why investors might want to take a look at Wells Fargo (NYSE: WFC), Teva Pharmaceutical Industries (NYSE: TEVA), and one other stock that is perhaps the best value of all... The market's fears may be overblown To say that generic drug maker Teva Pharmaceutical Industries has been beaten down lately would be a dramatic understatement. There are a few reasons for this: Competitive pressures have hurt Teva's profit margins on key generic drugs, and there are many outstanding lawsuits related to Teva's involvement in price inflation and opioid sales.

A couple of their comments are as follows (link to the entire article at the bottom): Bill Nygren At Oakmark, we think many stocks look attractive, even if the "new normal" crowd is right that we'll have negligible economic growth. U.S. interest rates remain near historically low levels, and the fixed income markets offer limited inflation-adjusted returns. Link to the full article: _[www.fidelity.com] Read More: Ron Baron About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors.

Western Asset/Claymore U.S Treasury Inflation Prot Secs Fd 2 ( WIW ) will begin trading ex-dividend on June 11, 2015. Shareholders who purchased WIW prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the WIW Dividend History page.

Morgan Housel uses historical data to rank past presidents on various criteria - stock market, profit growth, GDP, and inflation. Bob Dieli : The "C Score" which is a weekly estimate of his Enhanced Aggregate Spread (the most accurate real-time recession forecasting method over the last few decades). Market Overview and Outlook Josh Brown explains ( Rules-based tactical vs wizardry and witchcraft ) why you should not attempt to imitate big-firm pronouncements by following their calls.

In 2011, the company's international business generated earnings of $2.21 billion against $780 million in 2010, followed by consistent growth thus far in 2012, primarily backed by American Life Insurance Co. (ALICO), which was acquired from American International Group Inc. ( AIG ) in November 2010. AMER INTL GRP (AIG): Free Stock Analysis Report GENL ELECTRIC (GE): Free Stock Analysis Report METLIFE INC (MET): Free Stock Analysis Report To read this article on Zacks.com click here. However, management views moderated growth in 2013 based on the inflationary pressure and an extended low interest rate scenario across economies.

The Industrial Select Sector SPDR (XLI) dropped 0.7%. However, an upward rally almost at the end of the trading session helped the markets to recover from their day's lows. According to the minutes: "Several others noted that additional policy action could be warranted if the economic recovery were to lose momentum, if the downside risks to the forecast became sufficiently pronounced, or if inflation seemed likely to run persistently below the Committee's longer-run objective".

SL Green Realty Corp ( SLG ) This commercial office based REIT has bucked the overall downtrend, returning 21% over the last 52 weeks, and yields 2.84% 2. Having voraciously read Robert Allen's seminal book, Nothing Down , as a college student, I decided to purchase a duplex in what I believed was an up-and-coming part of the city. While traditional income-focused investments fail to perform in the face of looming inflationary pressures, REITs are uniquely designed to fight inflation.

The world's second-largest oilfield services company after Schlumberger Ltd. ( SLB ) believes that despite certain issues in North America - characterized by depressed natural gas fundamentals and cost inflation - the long-term prospects for the business remain robust. HALLIBURTON CO (HAL): Free Stock Analysis Report SCHLUMBERGER LT (SLB): Free Stock Analysis Report To read this article on Zacks.com click here. The dismal showing in North America - responsible for three fourths of the segment profits - was somewhat offset by strong international performance.

On Wednesday, at the 2018 Goldman Sachs US Financial Services Conference in New York, top executives of Bank of America BAC , JPMorgan JPM and Citigroup C presented the companies' Q4 trading outlook. Conclusion Banks are skeptical about the fourth quarter amidglobal marketturmoil and uncertainty over ongoing developments, including easing of regulations along with expectations of slowdown in the economy and inflation worries. A top-ranked finance stock is Greenhill & Co., Inc. GHL , which has been witnessing upward estimate revisions in the past 60 days.

Notable names include Archer Daniels Midland ( ADM ), Emerson Electric ( EMR ), Sirius XM ( SIRI ), Arch Coal (ACI), Gilead Sciences (GILD), HCA Holdings (HCA), and Buffalo Wild Wings (BWLD). The poor result is likely due to the extreme cold weather and does not signify a negative trend in manufacturing activity, yet it was still worrisome. Due to stronger-than-expected inflation data in January, it is expected that the central bank will temper its easing bias.

The ratio was impacted by factors such as higher incentive compensation, inflation, volume-related expenses and cycling of prior year's real estate gains. We expect the intermodal business to be a long-term growth driver for CSX, thanks to the massive highway-to-rail conversion opportunity present in the market coupled with the company's investments to increase its capacity in this area. CSX's domestic coal business showed a 7% volume decline due to reduced demand for electricity and high inventory stockpiles in the Southern utilities.

Praxair, Inc. Price and EPS Surprise Praxair, Inc. Price and EPS Surprise | Praxair, Inc. Quote PolyOne CorporationPOL will report Q1 results before the bell. PolyOne topped the Zacks Consensus Estimate in three of the trailing four quarters, with an average beat of 5.5%. While PolyOne is exposed to headwinds from raw material cost inflation, it is gaining from acquisitions and strategic investments in commercial resources.

Fastenal CompanyFAST reported adjusted earnings of 43 cents per share in the first quarter of 2015, beating the Zacks Consensus Estimate of 42 cents by 2.4%. Fastenal Company - Earnings Surprise | FindTheCompany Fastenal reported net sales of $953.3 million, missing the Zacks Consensus Estimate of $964 million by 1.1%. The increase was driven by higher prices of non-fastener products, partially offset by price deflation of fastener products.

Still, by understanding its effects, the stock market can serve as an ally both in mitigating its costs and building wealth during inflationary times. In a 2% inflation environment, a $200,000 mortgage falls to about $196,000 in real terms within one year, even if the lender makes no principal payments. However, history has proven that through dividends, the stock market can help people maintain their wealth, even when indexes struggle to move higher.

Despite a tough consumer environment, Costco Wholesale Corp. 's ( COST ) comparable-store sales results for January bettered analysts' expectations. Excluding the effect of gasoline prices and foreign currency fluctuations, Costco's comparable-store sales for the period jumped 5%. Excluding the effect of deflation in gasoline prices and adverse impact of foreign currency fluctuations, Costco's comparable-store sales for January rose 6%, reflecting comparable sales growth of 5% at its U.S. locations and 8% at international outlets.

Stocks to Consider A better-ranked stock in the industry is Tyson Foods, Inc. TSN , with a Zacks Rank #2 (Buy). Click to get this free report TYSON FOODS A (TSN): Free Stock Analysis Report HORMEL FOODS CP (HRL): Free Stock Analysis Report SANDERSON FARMS (SAFM): Free Stock Analysis Report PILGRIMS PRIDE (PPC): Free Stock Analysis Report To read this article on Zacks.com click here. The increase in net sales was mainly attributable to higher demand in the company's retail grocery store, improving macroeconomic factors and lower gasoline prices.

Decliners in Continental Europe were led by Luxembourg steelmaker ArcelorMittal ( MT ), 8.0% lower, followed by Spanish banking groups Banco Bilbao Vizcaya Argentaria ( BBVA ) and Banco Santander ( SAN ), down by 3.0% and 1.7%, respectively. Copyright (C) 2016 MTNewswires.com. American depository receipts of European stocks were trading 0.3% lower at 131.58 on the Bank of New York Mellon Europe ADR Index on Wednesday morning after Britain's construction industry slumped to a seven-month low and the euro area registered meager growth in inflation.

Western Asset/Claymore U.S Treasury Inflation Prot Secs Fd 2 ( WIW ) will begin trading ex-dividend on February 11, 2015. Shareholders who purchased WIW stock prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the WIW Dividend History page.

Vanguard Short-Term Inflation-Protected Securities ETFVTIP This ETF focuses on providing exposure to short-term TIPS, whose face value is indexed to inflation. VTIP has returned 0.49% year to date and 0.10% in the last one year (as of August 1, 2017). Click to get this free report ISHARS-TIPS BD (TIP): ETF Research Reports FLEXS-IB 3Y TAR (TDTT): ETF Research Reports SCHWAB-US TIPS (SCHP): ETF Research Reports VANGD-ST TIPS (VTIP): ETF Research Reports To read this article on Zacks.com click here.

Mauldin and many others make the assumption that hyperinflation can't occur without some kind of economic demand. It is the mainstream theory that money has to make its way into the economy (via bank lending and then business investment or consumption) for price inflation to occur. click to enlarge As we close, it is important to note that Precious Metals and the shares outperform during times of credit stress.

Some better-ranked stocks in the sector include Axon Enterprise, Inc. AAXN , DMC Global Inc. BOOM and W.W. Grainger, Inc. GWW . Click to get this free report DMC Global Inc. (BOOM): Free Stock Analysis Report Pentair plc (PNR): Free Stock Analysis Report W.W. Grainger, Inc. (GWW): Free Stock Analysis Report Axon Enterprise, Inc (AAXN): Free Stock Analysis Report To read this article on Zacks.com click here. Pentair has witnessed a significant price decline in the year-to-date period owing to material and other cost inflation as well as headwinds pertaining to the separation of the Electrical business.

Funds like EMB ( quote ) and PCY ( quote ) have been the true winners of the macro sovereign and corporate credit stories. Shutterstock photo Last week saw the biggest redemptions in equity funds that cover the developed world since last August. Next week, Tuesday night's CPI numbers in China will remain a key data point for the markets.

Western Asset/Claymore U.S. Treasury Inflation Prot Secs Fd ( WIA ) will begin trading ex-dividend on August 12, 2015. Shareholders who purchased WIA prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the WIA Dividend History page.

By Gary Gordon : At the start of the week, many analysts believed that a -10% correction for U.S. stocks was an inevitability. Or will fears from worldwide inflation to high unemployment to debt defaults keep stocks under lock and key? The Retail HOLDRs ( RTH ) allow investors to play both consumer cyclicals and non-cyclicals in a single ETF.

Western Asset/Claymore U.S. Treasury Inflation Prot Secs Fd ( WIA ) will begin trading ex-dividend on July 13, 2015. Shareholders who purchased WIA prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the WIA Dividend History page.

Other stocks that look promising and are worth a look include Carlisle Companies Inc. ( CSL ), Hutchison Whampoa Ltd . CRANE CO (CR): Free Stock Analysis Report CARLISLE COS IN (CSL): Free Stock Analysis Report HONEYWELL INTL (HON): Free Stock Analysis Report HUTCHINSON WHAM (HUWHY): Get Free Report To read this article on Zacks.com click here. Moreover, segment profit surged 8% to $698 million driven by impact of acquisitions, higher building solutions and distribution sales and continued investments for growth, partially offset by volume and productivity net of inflation.

Stocks recently featured in the blog include: Steelcase Inc.SCS , Clean Harbors, Inc.CLH , General Finance Corp.GFN , CPI Card Group Inc.PMTS and Conduent Inc.CNDT . Click to get this free report General Finance Corporation (GFN): Free Stock Analysis Report Steelcase Inc. (SCS): Free Stock Analysis Report Conduent Inc. (CNDT): Free Stock Analysis Report CPI Card Group Inc. (PMTS): Free Stock Analysis Report Clean Harbors, Inc. (CLH): Free Stock Analysis Report To read this article on Zacks.com click here. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets.

This ETF is designed to hold physical silver bars in vaults in London and New York as a proxy to directly owning this precious metal. Related Link: 3 Global ETFs With Sky-High Dividends Falling interest rates and a rising U.S. dollar have been additional reasons for investors to sell silver as an inflation hedge. Precious metals like gold and silver started off the year with much promise after staging a counter trend rally that defied their tremendous fall last year.

Further, strengthening U.S. economic activities, a healthy job market, a gradual recovery in housing and of course, the unbelievable drop in gasoline prices are leading to fatter wallets and higher spending power. ETFs to Consider Given bullish holiday optimism, a look at the consumer space could be worthwhile. Market Vectors Retail ETF ( RTH ) This fund provides exposure to the retail segment of the broad consumer space by tracking the Market Vectors US Listed Retail 25 Index.

Key stats in the week include German consumer sentiment, retail sales, and employment numbers due out on Tuesday and Wednesday. On the inflation front, prelim July figures through the week will need to be tracked, though any uptick is unlikely to have a material impact on ECB monetary policy near-term. Following last week’s ECB press conference, the Eurozone’s unemployment and retail sales figures due out on Wednesday and Friday will be significant.

Vanguard Short-Term Inflation-Protected Securities Index Fund ( VTIP ) will begin trading ex-dividend on December 20, 2013. Shareholders who purchased VTIP stock prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the VTIP Dividend History page.

Shares of Costco Wholesale Corporation ( COST ) rose 3% following the comparable-store sales results for April, the four weeks ended May 4, 2014 that bettered analysts' expectations. Excluding the effect of gasoline prices and foreign currency fluctuations, Costco's comparable-store sales for the period jumped 5%. Excluding the effect of inflation in gasoline prices and impact of foreign currency fluctuations, Costco's comparable-store sales for April rose 5%, reflecting comparable sales growth of 5% at its U.S. locations and 7% at international outlets.

The Industrial Select Sector SPDR (XLI) gained almost 1.1%, the highest among the S&P 500 sectors. Benchmarks finished its choppy session on a mixed note yesterday after Fed minutes showed officials debated about the timing of rate hike. At the end of the meeting, "most" of the policy makers agreed that timing of a hike "would depend on further information on the trajectories of economic activity, the labor market and inflation."

While the Pound has found support of late, recent economic data suggests that the BoE is biding its time before shifting to a more dovish stance. The rising prospects of a no-deal Brexit, the extended trade war between the U.S and China and shift in BoE sentiment towards inflation suggests some downside. While we can expect the Oval Office to be of influence, FED Chair Powell and FOMC members Williams, Bostic, and Bullard are also scheduled to speak.

In precious metal ETFs, the SPDR Gold Trust ( GLD ) is down 0.13% to $129.30. "The banking sector, mortgages, inflation in emerging markets, deflation here, a mini-currency crisis -- those issues are weighing on everybody's minds." Hewlett-Packard Co. ( HPQ ) launched a tablet computer that runs Microsoft Windows and is targeted at business customers, Reuters reports.

Benchmarks eked out gains during Friday's trading session even as new home sales data plunged, adding skepticism over tapering of the bond purchase program. President of the St. Louis Fed, James Bullard said to CNBC: "Inflation is running low, you've got mixed data on the economy, so I'd be cautious and I wouldn't want to pre-judge the meeting". Additionally, Atlanta Fed president, Dennis Lockhart also indicated that any tapering of the bond purchase program would take place slowly, over a longer period of time.

Factors to Consider Xylem anticipates that stronger productivity, ongoing pricing actions and volume leverage will continue driving its bottom-line performance in the near term. Xylem expects its pricing actions and stronger productivity to help ease the impact of prevailing headwinds owing to higher tariffs and material cost inflation. Additionally, Xylem's ongoing localization strategy will likely boost its emerging market revenues and profitability in the quarters ahead.

Ways to Fight Off Rising Inflation: iShares Core Dividend Growth ETF (DGRO) Expenses: 0.12% Stocks are also a great way for investors to fight inflation. The iShares Core Dividend Growth ETF ( DGRO ) tracks a basket of U.S. stocks that have grown their payouts each and every year. DGRO will apply various screens in order to kick out those with poor cash flows, super high debts and other not-so-stellar financial metrics.

One fear ahead of the Fiscal Cliff was that private investment in fixed assets would weaken demonstrably as companies lost confidence in the economy. Inflation also remained in check in the most recent quarter, which could prompt the Federal Reserve keep policy loose for the foreseeable future. Markets flinched on the release into a more risk-off mode, as stock futures and other risk assets declined quickly.

These reports together comprise the Bank of England's ( BOE ) primary method of evaluating inflation targets for the purpose of adjusting monetary policies. With US markets absent from yesterday's trading due to Martin Luther King Jr. Day, the USD experienced mixed results against its currency rivals. The EUR appears to have continued paring last week's gains while the British pound looks stronger from this morning's consumer confidence and housing reports.

Other Stocks to Consider Other stocks that look promising and are worth reckoning include GrafTech International Ltd. ( GTI ), Universal Electronics Inc. ( UEIC ) and Garmin Ltd. ( GRMN ). Click to get this free report GARMIN LTD (GRMN): Free Stock Analysis Report GRAFTECH INTL (GTI): Free Stock Analysis Report SIEMENS AG-ADR (SI): Free Stock Analysis Report UNIVL ELECTRS (UEIC): Free Stock Analysis Report To read this article on Zacks.com click here. In addition, raw material inflation, higher R&D expense and increasing competition are some of the other concerns.

This extensive coverage includes exposure to industry stalwarts like Simon Property Group Inc (NYSE: SPG ) and Boston Properties, Inc. (NYSE: BXP ). Often rents charged by REITs will outpace rises in interest rates, and since they must kick back much of their income as dividends, their payouts have historically increased by more as well. And just like U.S. REITs, international real estate holdings can offer high dividend yields, inflation protection and added diversification benefits.

At the same time, stock dividends carry lucrative tax advantages and offer the ability beat inflation as companies raise their payouts. InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips Dr. Jeremy Siegel had an interesting point of view on dividend stocks earlier this month. Source: Simon Cunningham via Flickr Siegel went so far to say that the future is going to look like the 1950's and 1960's - when investors bought stocks solely for their dividends.

One of my top researchers spent a summer analyzing the past data, helping to develop a method for risk control (free paper available on request). Prof. James Hamilton , our go-to expert on energy and the economy, reviews his research and also includes a helpful calculator showing the relationship between oil and gasoline prices. Please note that this was the trap that ensnared leading experts and wise observers like John Hussman and the ECRI - just to mention two of the most prominent examples who have had disastrous results over the last few years.

iShares TIPS Bond ETFTIP This fund focuses on providing exposure to TIPS, U.S. government bonds that adjusts its principal based on inflation numbers. TIP has returned 0.33% year to date but has lost 1.71% in the last one year (as of August 1, 2017). Vanguard Short-Term Inflation-Protected Securities ETFVTIP This ETF focuses on providing exposure to short-term TIPS, whose face value is indexed to inflation.

As investors grow tired of not even beating inflation by buying a 10-year Treasury note, they will inevitably pile into stocks which: 1) have much higher yields, and 2) have a history of steady and consistent dividend hikes. But, most of the turbulence in QCOM stock over the past five years has been driven by operational noise — namely, a with their largest customer, Apple (NASDAQ:). Fourth, we have an undervalued, stable stock that is in the midst of a potentially huge breakout — retail pharmacy giant CVS (NYSE:).

Sheraz Mian Director of Research SPDR-GOLD TRUST (GLD): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports To read this article on Zacks.com click here. This manipulation of the export numbers, which was reportedly a big deal in the year-earlier period, is a direct result of the non-convertibility of the Chinese currency. Other recent economic indicators like inflation, purchasing managers' surveys and industrial production data have also been pointing towards some loss of momentum, but not to the extent implied by the export shortfall.

The fund will join a crowding field of ETFs, designed to deal with rising rates and inflation, that include offerings from iShares, IndexIQ and PowerShares. WisdomTree's fixed-income ETF lineup includes an emerging-markets-focused local debt fund (NYSEArca:ELD), which has nearly $900 million in assets; and a counterpart focused on Asia (NYSEArca:ALD), which has gathered $476 million. But RRF is global in scope, while the new fund in registration will tap into emerging markets alone, and invest in local-currency-denominated inflation-linked securities issued by government and corporate issuers in Asia, Latin America, Eastern Europe, Africa and the Middle East.

Faulted for years for rate increases above and beyond the cost of inflation, a lack of consumer-focused programming options amid sprawling package plans, and outright hostile customer service, these companies are considered the epitome of anti-consumer businesses. Recently, Senators Ed Markey (D-MA) and Richard Blumenthal (D-CT) have faulted multichannel video programming distributors, or MVPDs, for what they claim is a "$20 billion " annual market in renting set-top boxes. Just like newspaper publishers, telephone utilities, stockbrokers, record companies, bookstores, travel agencies, and big box retailers did when the Internet swept away their business models.

"Our forward-looking Global Advantage approach aims to expose investors to the inflation-linked bonds and currencies of these faster-growing economies, potentially resulting in higher real yields than traditional investing using market-cap weighting," Worah added. The WisdomTree Emerging Markets Local Debt Fund (NYSEArca:ELD) comes in a close second, with $1.25 billion in assets. The launch of ILB will mark Pimco's latest attempt to breathe life into the world of active ETFs.

Kimberly-Clark Corporation ( KMB ) has reported adjusted earnings of $1.28 per share in the fourth quarter 2011 and $4.80 per share in the fiscal year 2011. KIMBERLY CLARK ( KMB ): Free Stock Analysis Report PROCTER & GAMBL ( PG ): Free Stock Analysis Report To read this article on Zacks.com click here. However, these were partially offset by rising input cost inflation, higher effective tax rate and lower net income from equity companies.

AGCO Corporation AGCO carries a Zacks Rank #2 (Buy) at present and has an average positive earnings surprise of 40.39% for the trailing four quarters. Click to get this free report AGCO Corporation (AGCO): Free Stock Analysis Report The Middleby Corporation (MIDD): Free Stock Analysis Report Altra Industrial Motion Corp. (AIMC): Free Stock Analysis Report Colfax Corporation (CFX): Free Stock Analysis Report To read this article on Zacks.com click here. Headwinds such as adverse foreign currency translation impact, stiff industry rivalry or sudden price inflation might hurt the company's near-term results.

Oracle Corporation (NYSE: ORCL ) lost 9.4% after better-than-expected quarterly results were overshadowed by disappointing results for the cloud computing segment and tepid guidance. *Commentary from Fed chairman Jerome Powell on the "balance of risks" to the inflation and growth outlook during his post-announcement press conference. 7 Sectors, 7 Best Dividend Stocks All of this should contribute to ongoing market volatility as the Dow Jones Industrial Average continues to be in the grips of a breakdown from its two-month wedge pattern.

Investors looking for exposure to Germany through certain sectors should also check out Deutsche Bank ( DB ) in banking and Siemens ( SI ) in engineering. While China wrestles with possible bubbles, Japan tackles deflation and the United States frets about its government spending, Germany has spent much of the last few years away from the headlines. According to just-released data from Germany's Federal Statistics Bureau, German exports are currently rising at a +25% to +30% clip compared to a year ago.

TIPS (NYSEArca: STPZ ) Lastly, you can insulate yourself from turbulence by having a trend following strategy with a pre-determined point at which you sell when the markets decline. Direxion Daily 30-Yr Treasury Bear 3x Shares (NYSEArca: TMV ) iShares Lehman 20+ Year Treasury Bond Fund (NYSEArca: TLT ) TIPS . Treasury Inflation-Protected Securities, or TIPS, don't offer much at current levels.

In fact, gold usually finds its legs whenever stocks like Berkshire Hathaway (NYSE:, NYSE:BRK.B) are rolling over and playing dead. “The shift is part of a strategy to ‘de-dollarize’ the Russian economy and lower its vulnerability to U.S. sanctions.” As this chart shows, the Central Bank of Russia dumped most of its U.S. Department of Treasury holdings last year, unloading about half of its dollar reserves. Traditionally, thegold marketwould gain strength whenever fixed-income assets like bonds and certificates of deposits were paying yields that were below the rate of inflation.

Has I have explained in an earlier blog post , Bob Hetzel has suggested that the central bank should target market expectations for inflation based on inflation-linked bonds (in the US so-called TIPS). Admittedly, a gold standard or for that matter a currency board set-up, reduce monetary policy discretion to a minimum. Under this Fisher-Hetzel Standard the Federal Reserve would announce that it would buy or sell gold in the open market to ensure that 2-year/2-year break-even inflation is always at 2%.

What it boils down to is that those interested in South Africa have a better option with the iShares MSCI South Africa ETF (NYSEArca:EZA), which has 3.5 times as many assets as GAF and has far greater trading volume. Guggenheim's website shows that BNY Mellon classifies its countries according to GDP, per capita income, inflation rates, privatization of infrastructure, and social inequalities. FRN also strictly holds depositary receipts in its portfolio, which can limit the fund's ability to gain exposure to many companies that are only listed locally in their respective markets.

Investors might have been apprehensive due to lower-than-expected holiday sales data pouring in from other retailers but gradually gained confidence on Costco's better-than-expected performance. Excluding the effect of gasoline prices and foreign currency fluctuations, Costco's comparable-store sales for the period jumped 5%. There was a mixed reaction on Costco Wholesale Corporation 's ( COST ) comparable-store sales results for December.

"Active managers do not have their hand tied," Ford O’Neil, portfolio manager of the actively managed Fidelity Total Bond ETF (NYSEArca: FBND), told ETF Trends in a call. For example, O'Neil pointed out that FBND may include securities not found in the Agg, such as Treasury inflation protected securities, high-yield debt, emerging market debt and municipal bonds. As investors consider ways to adapt their fixed-income portfolios in a shifting market environment, some may look to actively managed bond exchange traded funds that are more capable of navigating the changing tides.

One option is to invest in equities through a fund such as Vanguard Total Stock Market ETF ( VTI ). During the past 10 years, the S&P 500 has lost 8% while gold is up 350%; that trend is clearly not sustainable, particularly when commodities do not generate profit growth or create innovation and their prices tend to be mean reverting. Foreign currency exposure could also be obtained through iShares MSCI EAFE Index ( EFA ), although this would entail the same problem of a lack of a strong relationship between inflation and equity returns mentioned above.

SPDR Gold Shares ( GLD ), the largest ETF tracking bullion, was hammered 28% in 2013, closing at 116.17. The yellow metal defied the bulls' dogma that massive economic stimulus, or quantitative easing, in the U.S., Europe and Japan would ignite hyperinflation and dollar debasement, making gold the ultimate store of value or safe haven. "What they got wrong is the timing," Bill Strazzulo, chief market strategist at Bell Curve Trading in Freehold, N.J., said in an email.

The Trump administration could bolster ZION by: Scaling back, or fully repealing, the Dodd-Frank Wall Street Reform and Consumer Protection Act; Boosting inflation expectations; Relaxing environmental regulations for drilling while OPEC caps oil production; and Lowering corporate tax rates. The scaling back, or repeal, of the Dodd-Frank Act would boost ZION's revenue-generating potential by enabling the bank to trade more freely and issue more loans. 3 Pros, 3 Cons ZION has shown in the past that it is more than willing to send cash back to shareholders in the form of increased dividends and share buyback programs.

Kinross Gold ( KGC ) Headquartered in Toronto, Kinross Gold (NYSE: KGC ) is involved with the exploration and acquisition of gold-bearing properties, as well as a wide variety of other mining activities. 2010 has been an up-and-down year for KGC, and overall the stock is down 2.5% year-to-date. There's a lot of talk about inflation in the works after the latest round of "quantitative easing" by the Federal Reserve.

Despite Oprah Winfrey's involvement, Weight Watchers International, Inc. (NYSE: WTW ) fell 29% after reporting an unexpected Q4 loss on a 5% drop in subscribers . Core PCE inflation, which is the Fed's preferred measure, surprised to the upside to rise to a 1.7% annual rate from 1.5% in December - the quickest month-over-month acceleration since late 2012. Looking Ahead In the wake of the inflation data, not one but two Fed speakers talked up reasons to not completely dismiss the odds of another 0.25% rate hike in March.

Cleaning machine specialist Tennant (NYSE: TNC) this week posted a sharp drop in third-quarter earnings as profitability fell below management's plan for the second straight quarter. "Our third quarter results reflect slower growth in North America attributed to timing of key strategic account deals, the restructuring of our field service team, continued manufacturing inefficiencies and raw material inflation," CEO Chris Killingstad said in a press release. Management says the integration of the business is running ahead of plan and now executives hope to begin capitalizing on their wider addressable market with help from a string of new product innovations.

But while Amazon.com, Inc. (NASDAQ: AMZN ) acquiring Whole Foods really soured that sentiment, it wasn't as if Kroger stock was on fire before that mid-2017 announcement. With a lack of food inflation - which admittedly could pick up pace - Kroger has a harder time raising prices in the store. So as competitive pressures heat up or the company ratchets up spending to expand growth initiatives, there's not much wiggle room on the bottom line.

Amedisys Inc.AMED is a leading provider of healthcare services in the United States. Click to get this free report Attunity Ltd. (ATTU): Free Stock Analysis Report Amedisys, Inc. (AMED): Free Stock Analysis Report ACM Research, Inc. (ACMR): Free Stock Analysis Report Crocs, Inc. (CROX): Free Stock Analysis Report Vericel Corporation (VCEL): Get Free Report To read this article on Zacks.com click here. Market volatility which first appeared in February on investors' concerns about hyper-inflation aggravated in March, as result of the trade conflict between the United States and China.

Combined, the data raised new fears that the PBOC would tighten policy earlier than expected even as output indicators slow in order to cool inflation. Germany's trade balance was reported as in line with forecasts overnight, however exports and imports both grew faster than expected, showing slight underlying strength of the German economy in the face of a broad European recession. Overnight, German inflation, British industrial production, and Spanish and Italian bill auctions could move markets.

InvestorPlace advisers John Jagerson and S. Wade Hansen, both Chartered Market Technician (CMT) designees, are co-founders of LearningMarkets.com, as well as the co-editors of SlingShot Trader, a trading service designed to help you make options profits by trading the news. We expect the stock to continue climbing up to, and beyond, this level in the run up to the company's quarterly earnings announcement on Jan. 31, before market open. MA is in a great position to take advantage of the increased inflation the Fed sees coming in the year ahead.

SPDR Barclays 1-10 Year TIPS ETFTIPX This fund provides exposure to the TIPS market with effective maturity of 5.69 years. Click to get this free report ISHARS-TIPS BD (TIP): ETF Research Reports PIMCO-BRD TIPS (TIPZ): ETF Research Reports SPDR-1-10YR TIP (TIPX): ETF Research Reports PIMCO-15+Y TIPS (LTPZ): ETF Research Reports To read this article on Zacks.com click here. But the U.S. economy had set its way apart from that struggling bloc as its inflationary outlook seemed to be firming up (read: Quality ETFs in Focus as Global Growth Issues Spiral ).

VanEck Vectors Gold Miners ( GDX ) jumped 0.9% to peek above its 50-day line - a gauge of technical strength - before turning negative. Gold and silver ETFs gained ground on Thursday, extending their sharp turnaround following the Fed's cautious stance on the pace of future rate hikes at its recently concluded March meeting. The central bank raised a benchmark rate for only the third time in a decade Wednesday, but some gold experts said the ensuing FOMC presser showed policymakers "as not being too hawkish on monetary policy, and possibly less aggressive on fighting inflation."

Notably, many other food companies like General Mills GIS , TreeHouse Foods THS and Campbell Soup CPB are battling input cost inflation. Click to get this free report Conagra Brands Inc. (CAG): Free Stock Analysis Report Campbell Soup Company (CPB): Free Stock Analysis Report TreeHouse Foods, Inc. (THS): Free Stock Analysis Report General Mills, Inc. (GIS): Free Stock Analysis Report To read this article on Zacks.com click here. Under this routine, the company ensures that robust volume performance is not driven by price discounts but by stronger innovation as well as new merchandising and distribution efforts.

Wednesday, May 14, 2014 A somewhat hotter than expected wholesale inflation reading and a couple of mixed earnings reports provide the backdrop for today's stock market action. Deere's earnings and revenues were below the year-earlier level, though effective cost controls helped the farm-equipment giant beat top- and bottom-line estimates. On the earnings front, we got reports from Macy's ( M ) and Deere & Co ( DE ) this morning, while Cisco ( CSCO ) will report after the close.

CurrencyShares Japanese Yen Trust ( FXY ), measuring the yen against the greenback, is flirting with a three-year low after diving nearly 19% in the past year. Japan ETFs defied global stock market weakness Wednesday, surging to new highs after the country's central bank governor unexpectedly announced he would resign before his term ends. Abe has asked the BOJ to undergo unlimited easing policies to devalue the currency, invigorate exports and fan inflation.

Shares of Texas Roadhouse (NASDAQ: TXRH) were lassoed last week, shedding 12.48% of their value after the casual steakhouse chain posted disappointing quarterly results. Restaurant margin contracted at Texas Roadhouse, as wage-rate inflation teamed up with higher costs related to payroll taxes, insurance reserve adjustments, and gift-card fees to gnaw away at profitability. Nearly half of the nine new restaurants Texas Roadhouse opened during the fourth quarter were Bubba's 33, a multi-platform concept that serves up burgers, pizza, and beer in either a casual-dining, sports-bar or outdoor setting.

Ways to Fight Off Rising Inflation: Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) Expenses: 0.08% A classic play for investors to fight inflation has been Treasury Inflation-Protected Securities or TIPS. Which is why the exchange-traded fund Vanguard Short-Term Inflation-Protected Securities ETF ( VTIP ) could be a great choice. VTIP bets on the shorter end of the TIPS maturity and duration spectrum - in this case, TIPS that have maturities of less than five years.

Clearly, Abenomics, the term coined for Prime Minister Shinzo Abe's efforts to devalue the yen while boosting Japan's rate of inflation, has been kind to DXJ and EWJ. The Simple Minds hit is an appropriate one for Japanese small-cap ETFs because as the yen has plunged and the Nikkei has soared in recent months, the WisdomTree Japan Hedged Equity Fund (NYSE: DXJ ) and the iShares MSCI Japan Index Fund (NYSE: EWJ ) have dominated the Japan ETF conversation. Investors are not likely to complain about the performances of either DXJ or EWJ.

Notably, many other food companies like General Mills GIS and Campbell Soup CPB are also battling input cost inflation. Click to get this free report General Mills, Inc. (GIS): Free Stock Analysis Report Campbell Soup Company (CPB): Free Stock Analysis Report Pinnacle Foods Inc. (PF): Free Stock Analysis Report Conagra Brands Inc. (CAG): Free Stock Analysis Report To read this article on Zacks.com click here. Notably, strategic acquisitions like Angie's, Sandwich Bros, and Duke's and Bigs are fueling Conagra's operations and we expect these businesses to remain significant growth drivers.

Friday's big losers were ArcelorMittal ( MT ), Valeo, and Peugeot, which fell 5.9%, 1.2% and 1% respectively. Copyright (C) 2016 MTNewswires.com. European markets ended Friday with gains as the Bank of Japan surprised investors by deciding to introduce negative interest rates in an attempt to spur inflation.

(New York) Bloomberg has published an article which aggregates all the best bond trade suggestions from top money managers for 2018. Goldman Sachs says you should stay away from corporate debt and agency mortgages as the Fed will be selling the latter and it expects spreads to widen as inflation jumps. In other words, we are relatively bullish on bonds for next year, mostly driven by our view that demand will stay high because of demographics.

As expected, the rates were kept unchanged while the ECB also confirmed the continuation of QE till the end of September 2018. This was viewed as dovish by the markets but the fact that the ECB raised the forecasts for growth and inflation led to balance of both the sides and this helped to keep the fall of the euro under control. E-mini NASDAQ-100 Index ( NQ ) Futures Technical Analysis - December 14, 2017 Forecast EURUSD, Gold and USDSGD.

Granted, Abe is less than two weeks removed from victory, but his pre- and post-election rhetoric about weakening the yen and getting Japan's inflation rate to two percent has been sharp. Earlier this month, Prime Minister Nguyen Tan Dung told a Vietnamese press outlet that the country has room to cut rates. The Indonesian Rupiah has faltered against the U.S. dollar this year, but the country has a widening current-account deficit and a $1.5 billion trade gap as of October, according to Bloomberg .

The rate bettered the Bank of England (BOE)'s prior expectation. The BOE moved forward the achievement of its threshold jobless rate target (7.0% or lower) to 3Q 2015 from its earlier timeline of 2016 end. Also, the BOE feels inflation will likely inch up in the upcoming months once the new utility prices are effective and that quarterly GDP growth rates may soften next year.

"FXI" has $8.37 billion in assets, and only holds "mega cap" Hong Kong-based Chinese companies that depend largely on exports to the West. The proposed MSCI China Index Fund would provide deeper exposure to the rapidly growing domestic Chinese economy than the iShares FTSE China 25 Index Fund (NYSEArca:FXI), which is currently the largest China ETF. iShares' filing comes at a time of rising inflationary pressures in China and intimations of a real estate bubble similar to the one that contributed to the "Great Recession" in the developed world.

That could spell further gains for gold mining stocks such as Barrick Gold ( ABX ) , Newmont Mining ( NEM ) and AngloGold Ashanti ( AU ) . Or accept higher interest rates on any future bond offerings, which would likely lead to the rising inflation that many gold bugs expect. Unrest in the Korean Peninsula, along with economic concerns in Europe, are pushing up gold prices, decoupling the trade from the long-standing inflation fears.

By Dian L. Chu, Economic Forecasts & Opinions In an exclusive interview with CNBC on Monday, Oct. 4, Jim Rogers talks about commodities, bond and the currency market. I generally tend to agree that gold and commodities could head higher driven by the fear factors like currency debase and inflation arising out of the global monetary QE1 and incoming QE 2. And as the current price level seems to suggest quite a bit of "faux" fear premium has built in, the white metal appears overbought and could be heading towards a bubble stage.