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Green Book September 2014

This month, Doug Ramsey takes at look at the factors warning short-tem risk, what market breadth shows us about the intermediate-term outlook, and how bond prices in Europe are affecting the dollar.

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)