{"id":15617,"date":"2017-07-21T19:04:18","date_gmt":"2017-07-21T23:04:18","guid":{"rendered":"http:\/\/goldstocksforex.com\/?p=15617"},"modified":"2017-07-21T19:04:18","modified_gmt":"2017-07-21T23:04:18","slug":"weekly-top-themes-from-bob-doll-nuveen","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2017\/07\/21\/weekly-top-themes-from-bob-doll-nuveen\/","title":{"rendered":"Weekly Top Themes from Bob Doll | Nuveen"},"content":{"rendered":"
    \n
  1. U.S. monetary policy should remain equity-market friendly<\/strong>. In her comments last week, Janet Yellen stated that the neutral rate for the fed funds rate is \u201ccurrently quite low,\u201d and rates would not have to rise much more to become neutral. In our view, a neutral fed funds rate is closer to 2% than the 3% currently implied by the fed funds futures market. If this is accurate, it would likely be good news for economic growth, corporate earnings and the stock market.<\/li>\n
  2. Global monetary policy is starting to normalize, but still supports stocks<\/strong>. The Bank of China raised rates by 25 basis points last week and other central banks are becoming less dovish. We think this is good news since it reflects improving global economic growth, while overall policy remains easy. Central banks are still promoting liquidity, which should support equities and other risk assets.<\/li>\n
  3. Inflation remains surprisingly low<\/strong>. Although economic growth is improving and the Fed is normalizing, inflation has not increased similarly. Inflation should eventually react to tightening labor markets, but the process is taking a long time.<\/li>\n
  4. If the \u201cGoldilocks\u201d environment persists, we think equities can continue to make all-time highs<\/strong>. Low inflation, slow-but-positive economic growth, climbing earnings and a cautious Fed have contributed to record-high stock prices. We think these conditions should remain in place for at least the next 6 to 12 months.<\/li>\n
  5. Active fund manager performance has improved<\/strong>. According to Merrill Lynch, 54% of active large cap U.S. equity managers outperformed their benchmarks for the first half of the year and more than half also outperformed for the last four months. This is the longest such streak since Merrill Lynch began tracking this data in 2009, and it marks the first time a majority of managers outperformed for the first half of a year.<\/li>\n<\/ol>\n

    Global monetary policy supportive of stocks, low inflation and slow-but-stable earnings growth. Nothing much wrong here. Inflation is the one to watch though. A surge in wage rates as the labor market tightens would tighten monetary policy, with a domino effect on earnings and stock performance.<\/p>\n

    Source: Weekly Investment Commentary from Bob Doll | Nuveen<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    U.S. monetary policy should remain equity-market friendly. In her comments last week, Janet Yellen stated that the neutral rate for the fed funds rate is \u201ccurrently quite low,\u201d and rates would not have to rise much more to become neutral. In our view, a neutral fed funds rate is closer to 2% than the 3% … <\/p>\n

    Continue reading “Weekly Top Themes from Bob Doll | Nuveen”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[31,13,57,34],"tags":[],"class_list":["post-15617","post","type-post","status-publish","format-standard","hentry","category-the-fed-banks-interest-rates","category-inflation-economy","category-stock-markets","category-us-canada-countries-regions"],"yoast_head":"\nWeekly Top Themes from Bob Doll | Nuveen - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Weekly Top Themes from Bob Doll | Nuveen - the patient investor\" \/>\n<meta property=\"og:description\" content=\"U.S. monetary policy should remain equity-market friendly. 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The target maximum of 5.50% is the highest level for the fed funds rate in 22 years. Inflation is falling, with monthly CPI and core CPI (annualized) close to the Fed's 2.0% target. We expect an uptick in\u2026","rel":"","context":"In "Banks & Interest Rates"","block_context":{"text":"Banks & Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"Fed Funds Rate Target - Maximum","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-07-26-fomc.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-07-26-fomc.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-07-26-fomc.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-07-26-fomc.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":62206,"url":"https:\/\/thepatientinvestor.com\/index.php\/2025\/07\/31\/fed-stands-firm-so-does-boj\/","url_meta":{"origin":15617,"position":1},"title":"Fed stands firm, so does BOJ","author":"Colin Twiggs","date":"July 31, 2025","format":false,"excerpt":"Key Points The Fed held the funds rate target steady at 4.25% to 4.50% The Bank of Japan followed up, holding its policy rate steady at 0.5% The S&P 500 and Dow Jones Industrial Average eased slightly The US Dollar Index jumped, weakening demand for gold Fed Chair Jerome Powell\u2026","rel":"","context":"In "Banks & Interest Rates"","block_context":{"text":"Banks & Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"S&P 500","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-07-30-spx.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-07-30-spx.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-07-30-spx.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":38270,"url":"https:\/\/thepatientinvestor.com\/index.php\/2022\/10\/22\/brazil-shows-the-way-but-can-we-follow\/","url_meta":{"origin":15617,"position":2},"title":"Brazil shows the way but can we follow?","author":"Colin Twiggs","date":"October 22, 2022","format":false,"excerpt":"Brazil reported that domestic inflation fell to 7.2% in September, from a peak of 12.1% in April. The Banco Central do Brasil (BCB) is the first major central bank to achieve a significant fall in the inflation rate. Brazil: Inflation Rate The reason is not hard to find.\u00a0 BCB is\u2026","rel":"","context":"In "Africa & South America"","block_context":{"text":"Africa & South America","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/countries-regions\/africa-south-america\/"},"img":{"alt_text":"Brazil: Inflation Rate","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-10-21-brazil-inflation.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-10-21-brazil-inflation.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-10-21-brazil-inflation.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-10-21-brazil-inflation.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":7732,"url":"https:\/\/thepatientinvestor.com\/index.php\/2013\/05\/12\/the-monetary-policy-revolution\/","url_meta":{"origin":15617,"position":3},"title":"The monetary policy revolution","author":"ColinTwiggs","date":"May 12, 2013","format":false,"excerpt":"James Alexander, head of Equity Research at UK-based M&G Equities, sums up the evolution of central bank thinking. He describes the traditional problem of inadequate response by central banks to market shocks like the collapse of Lehman Brothers: Although wages hold steady when nominal income falls, unemployment tends to rise\u2026","rel":"","context":"In "Banks & Interest Rates"","block_context":{"text":"Banks & Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":40522,"url":"https:\/\/thepatientinvestor.com\/index.php\/2023\/01\/23\/a-bear-market-for-bonds\/","url_meta":{"origin":15617,"position":4},"title":"A bear market for bonds?","author":"Colin Twiggs","date":"January 23, 2023","format":false,"excerpt":"In 2009, Warren Buffett wrote: \"Economic medicine that was previously meted out by the cupful has recently been dispensed by the barrel. These once-unthinkable dosages will almost certainly bring on unwelcome aftereffects. Their precise nature is anyone\u2019s guess, though one likely consequence is an onslaught of inflation.....\" He was wrong\u2026","rel":"","context":"In "Banks & Interest Rates"","block_context":{"text":"Banks & Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"Manufacturing wages","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-01-23-wages.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-01-23-wages.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2023\/2023-01-23-wages.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":62431,"url":"https:\/\/thepatientinvestor.com\/index.php\/2025\/09\/12\/powells-dilemma-monthly-cpi-above-4-0\/","url_meta":{"origin":15617,"position":5},"title":"Powell’s Dilemma: Monthly CPI above 4.0%","author":"Colin Twiggs","date":"September 12, 2025","format":false,"excerpt":"Key Points CPI and core CPI are grew at annualized rates above 4.0% in August. We expect the Fed to still cut rates in September despite the risk when unemployment is low. Long-term yields are falling, and the Dow climbed to a new high above 46,000, confirming the bull market.\u2026","rel":"","context":"In "Banks & Interest Rates"","block_context":{"text":"Banks & Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"CPI & Core CPI - Annual","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-09-11-cpi.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-09-11-cpi.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-09-11-cpi.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/15617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=15617"}],"version-history":[{"count":0,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/15617\/revisions"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=15617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/categories?post=15617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/tags?post=15617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}