Merk Market Outlook http://www.merkfund.com/merk-perspective/market-outlook/index.html Merk Investments' weekly market outlook, the Merk Market Outlook. Written by Chief Economist Joseph Brusuelas. en-us Dissolve Fannie And Freddie http://www.merkfund.com/merk-perspective/market-outlook/2008-07-18.html The Chinese symbol for crisis also can be expressed as an opportunity. The current collapse of confidence in the domestic system of finance and financial leadership provides such a potential moment. ... Fri, 18 Jul 2008 18:00:00 GMT Week Ahead In US Financial Markets (July 21-July 25 2008) http://www.merkfund.com/merk-perspective/economic-calendar/2008-07-18.html The week of July 21-25 will see a modest week of economic data that will take a back seat to corporate earnings statements. ... Fri, 18 Jul 2008 18:00:00 GMT An Economy In Trouble http://www.merkfund.com/merk-perspective/market-outlook/2008-07-11.html Over the past few weeks many notable analysts have made the case that the economy is in the process of recovery. ... Fri, 11 Jul 2008 18:00:00 GMT Week Ahead In US Financial Markets (July 14-July 18 2008) http://www.merkfund.com/merk-perspective/economic-calendar/2008-07-11.html The week of July 14-18 will see a major five days macro data, earnings and Fed Talk in the context of a very shaky market. ... Fri, 11 Jul 2008 18:00:00 GMT Coming Wave of Regulation and the Risk to the Dollar http://www.merkfund.com/merk-perspective/market-outlook/2008-07-04.html Over the past several months it has become clear that there is a cauldron of regulation brewing in Washington. ... Fri, 4 Jul 2008 18:00:00 GMT Week Ahead In US Financial Markets (July 7-July 11 2008) http://www.merkfund.com/merk-perspective/economic-calendar/2008-07-04.html The week of July 7-11 will see a light week of data on the calendar that will feature a speech by Fed Chair Ben Bernanke on Tuesday and a cluster of data to be released on Friday... Fri, 4 Jul 2008 18:00:00 GMT Tequila Sunrise: Fuel Subsidies In Mexico Stimulate Black Market Activity In The US http://www.merkfund.com/merk-perspective/market-outlook/2008-06-27.html Along the frontier between Southern California and Baja California it has always been a tradition for consumers to engage in a bit of arbitrage due to the temporary differences in prices for basic goods. ... Fri, 27 Jun 2008 18:00:00 GMT Week Ahead In US Financial Markets (June 30-July 4 2008) http://www.merkfund.com/merk-perspective/economic-calendar/2008-06-27.html The country may be celebrating its independence, but the markets will see a week of very important data and an address on the financial crises and the economy from the Fed and US Treasury. ... Fri, 27 Jun 2008 18:00:00 GMT US Current Account - Still A Drag On The Dollar http://www.merkfund.com/merk-perspective/market-outlook/2008-06-20.html Lost amidst recent data on inflation, the rise in oil prices, a deepening crisis in the housing market and the uncanny ability of Goldman-Sachs to outperform market expectations was the deterioration of the current account balance in Q1'08.... Fri, 20 Jun 2008 18:00:00 GMT Week Ahead In US Financial Markets (June 23-27 2008) http://www.merkfund.com/merk-perspective/economic-calendar/2008-06-20.html The upcoming week will be dominated by the publication of the FOMC monetary statement on Wed. ... Fri, 20 Jun 2008 18:00:00 GMT The Hawkish Illusion: Calling Bernanke's Bluff http://www.merkfund.com/merk-perspective/market-outlook/2008-06-13.html Over the past fortnight Fed Chairman Ben Bernanke has engaged in "open mouth operations" to shape market expectations regarding future monetary policy out of the US Federal Reserve. ... Fri, 13 Jun 2008 18:00:00 GMT Week Ahead In US Financial Markets (June 16-20 2008) http://www.merkfund.com/merk-perspective/economic-calendar/2008-06-13.html The market will observe a healthy amount of macroeconomic data to be released during the upcoming five trading days. ... Fri, 13 Jun 2008 18:00:00 GMT Inflation One-Year Ahead - A Look at the Inflation and the Consumer Price Index http://www.merkfund.com/merk-perspective/market-outlook/2008-06-06.html The recent rise in inflation has not yet been properly captured by the variety of inflation indexes used by the market to assess the pricing environment. ... Fri, 06 Jun 2008 18:00:00 GMT Week Ahead In US Financial Markets (June 9-13 2008) http://www.merkfund.com/merk-perspective/economic-calendar/2008-06-06.html Fed Chair Ben Bernanke will headline a major week of Fed talk when he speaks at conference on inflation on Monday evening... Fri, 06 Jun 2008 18:00:00 GMT Condition of the Consumer http://www.merkfund.com/merk-perspective/market-outlook/2008-05-30.html With the economy caught somewhere in the purple haze between recession and anemic growth, many market prognosticators have been making the case that the worst is behind us. ... Fri, 30 May 2008 18:00:00 GMT Condition of the Consumer http://www.merkfund.com/merk-perspective/market-outlook/2008-05-23.html The past two quarters have seen anemic 0.6% rates of growth and we expect that personal consumption... Fri, 23 May 2008 18:00:00 GMT On Inflation and The Fed http://www.merkfund.com/merk-perspective/market-outlook/2008-05-16.html The interesting and generally questionable conclusions in the April consumer price report provided a false sense of comfort in global financial markets that we believe will be temporary. ... Fri, 16 May 2008 18:00:00 GMT