Interesante reporter de Kevin M....

[H. LEIN]

When Strength is a Weakness

US stocks had a sour session Tuesday on the heels of weak earnings reports from several blue chip companies. Plus Durable Goods put in a pathetic showing.

The root cause of both these issues seems to be the same thing. That being the relative strength of the US economy versus other nations is leading to a rise in the value of the dollar. This sign of strength becomes a weakness for US exporters whose products now appear too expensive versus their international competitors.

Fret not. Historically a strong currency correlates well with a strong economy and stock market. This strength was on better display in the positive surprise in the New Home Sales report as well as Consumer Confidence at 102.9 (the highest reading since August 2007).

The evidence in the last paragraph will prove the greater catalyst in time. Especially as the average American consumer is seeing their wallet grow week by week thanks to lower gas prices. I have seen estimates ranging from $900 to $1200 in annual savings per US driver. That means some households could see 2-3 times that amount in new disposable income this year.

Just to drive home the point. During the start of the Great Recession the government sent a check for $600 to each household to help spur the economy. As you can see this drop in oil prices is a much greater stimulus that will boost the US economy, corporate earnings and the stock market in 2015.

[alcon]

Muy interesante

[martiniano]

asi es, aki ocurre lo mismo

de que te sableen 1,5 a que te sableen 1 euro x litro, ya hay un ahorro mensual de bastante dinero...

gracias