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Stock Market Provides Imperfect View of Real U.S. Economy |
"The stock market—through measures such as the Standard & Poor’s 500—is often thought to be an economic bellwether. However, market volatility compromises the reliability of such indexes."
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U.S. Economic Strengths Don’t Mimic Standard & Poor’s 500 Index Composition
Link to the original pdf paper
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Economic Letter, Federal Reserve Bank of Dallas, May 2016-Julieta Yung
13.03.2017
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Themes
Asia
Bonds
Bubbles and Crashes
Business Cycles Central Banks
China
Commodities Contrarian
Corporates
Creative Destruction Credit Crunch
Currencies
Current Account
Deflation Depression
Equity Europe Financial Crisis Fiscal Policy
Germany
Gloom and Doom Gold
Government Debt
Historical Patterns
Household Debt Inflation
Interest Rates
Japan
Market Timing
Misperceptions
Monetary Policy Oil Panics Permabears PIIGS Predictions
Productivity Real Estate
Seasonality
Sovereign Bonds Systemic Risk
Switzerland
Tail Risk
Technology
Tipping Point Trade Balance
U.S.A. Uncertainty
Valuations
Yield
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