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Blogs about GDP

Blogs	Description	Date Updated
Israel’s ETFs Are Along for the Ride	One of the oldest areas of the world has suddenly become the hot new spot for exchange traded fund (ETF) investors. In recent years, Israel has benefited from high global domestic product growth (GDP), a low rate of inflation, a disciplined budget, strong currency and a skilled workforce. It’s all added up to a growing economy with room left to grow, according to a presentation by Steven A. Schoenfeld, chief investment officer for Northern Trust, which launched an ETF focused on the TA-25 ...	July 23, 2008
If Markets Stay Volatile, Tell ‘Em Large-Cap ETFs Sent Ya	If the dollar remains weak and the markets stay depressed, large-cap exchange traded funds (ETFs) are poised to be sitting pretty. That’s according to Neil Michael, head of quantitative strategies for SPA ETFs. “I suspect that they will outperform small- and possibly mid-caps, as well.” Growth in the United States 2008-2009 is going to be below-trend. The tendency for large-cap ETFs to have greater international exposure will work in their favor, Michael says. Over the last six...	July 23, 2008
Which Is More Expensive, Yahoo’s War on Microsoft or the War in Iraq?	Yahoo today revealed how much it was spending on legal fees to defend itself against Microsoft Corp’s hostile offer: $22 million. That is 17% of Yahoo’s net income this quarter. The cost of defending the U.S. is considerably higher - as you would expect. In 2007, the Defense Department received $430 billion or about half of the governments discretionary budget. That is about 24% of $1.79 trillion in federal receipts. Of course, it is not an exact parallel to compare U.S. defense...	July 22, 2008
Russia’s ETF and Economy At a Crossroads	As the United States is trudging through an economic downturn, coupled with sky-high oil prices, there is a country and its exchange traded fund (ETF) that is reaping the rewards of energy prices. However, the boom times are feared by some to be turning to bust. Russia has an economy that is heavily fueled by oil and gas, and now it might be running too hot, reports the Associated Press. The abundant natural resources has sent the economy’s growth up 7% a year for the past decade. Real dis...	July 22, 2008
Will the real estate collapse cost America $8 trillion?	Filed under: Federal Natl Mtge (FNM)The New York Times reports that the cost to bailout Fannie Mae (NYSE: FNM) and Freddie Mac (NYSE: FRE) could hit $25 billion. But that cost dwarfs what the collapse of the real estate market might cost our country in total. I think $8 trillion is a reasonable estimate -- that's about 56% of our $14.2 trillion Gross Domestic Product (GDP). Why are we talking about a taxpayer bailout of these two government sponsored entities (GSEs)? After all, shareholders own...	July 22, 2008
ETF Update: A Focus on Health	Growing strength in health care sectors is the dominant theme in this week's ETF Update. As usual, there are also some interesting implications for the overall market.We noted the rise of these sectors in last week's ratings, observing that the market continued to "play defense." (For new readers tThere is a further explanation of our approach at the end of the article).Health CareMoving up into the "buy range" this week is the iShares S&P Global Healthcare Sector Index Fund (IXJ...	July 20, 2008
A "Depression Era" mentality takes hold of consumers	Filed under: Wal-Mart (WMT), Costco Wholesale (COST) The Associated Press reports that a "Depression Era" mentality is taking hold among consumers. This matters to the overall economy since 70% of Gross Domestic Product (GDP) growth depends on consumer spending. Maybe this is good news because it will make people care more about spiritual matters, and less about material ones. AP bolsters its consumer mentality shift with excerpts from a Nielsen survey that interviewed 50,000 consumers by e-ma...	July 20, 2008
Israel and CPI-linked debt	As inflation rears its head around the world, Israel is no different from many other countries that have seen prices spike as of late. Where Israel differs from the rest of the world is not in experiencing inflation, but how the economy is leveraged to it. Let me explain: Israel suffered from bouts of hyperinflation during its 60 years of existence. Most salient was the 1970s which saw double digit inflation throught the decade, culminating in 100+% inflation in 1979. The beginning of the ...	July 20, 2008
Citigroup (C) chairman: Housing down for two more years	Filed under: Forecasts, Bad news, Citigroup Inc. (C), Housing, RecessionThe chairman of Citigroup (NYSE: C), Win Bischoff, said that housing in the U.S. and UK will probably fall for another two years. According to Reuters, "He also said he expected the credit crunch could continue through until 2009. What was not said is that there can probably be no banking recovery while housing remains in trouble. The value of mortgage-backed paper cannot stabilize. A housing "depression" will make it extre...	July 20, 2008
IPOs in Asia cool down	Filed under: China, Initial public offeringsFor 2008, the U.S. IPO market has been fairly bleak, but it is not alone. Things are tough in Asia, too. In fact, according to a report from the Wall Street Journal [a paid publication], about $20 billion in IPOs have been shelved.The reasons are well-known: a fall-off in equity values; the credit crunch; high oil prices; and a global slowdown in economic growth. Actually, even if things improve for the second half of 2008, there could still be problem...	July 14, 2008

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