Back to top

Real Time Insight

This page is temporarily not available.  Please check later as it should be available shortly. If you have any questions, please email customer support at support@zacks.com or call 800-767-3771 ext.  9339.

Before I get all "macro" on you, let's be reminded that over half of the movement of your favorite stocks can be attributed to the economic and market environments, and their overall impact on sectors and industries.

I want to hear what investors think about a BIG macro trend that definitely makes a difference to sell-side economists and equity strategists running hundreds of billions: deflation.

We know it has been Ben Bernanke's goal to prevent deflation and avoid the specter of a Japan-style malaise which they are still mired in. I have always applauded him for his vision and conviction on this.

But we have to wonder how well is it working now and how much influence will QE policies have going forward, especially since the US's own austerity battles (i.e., the "fiscal cliff") don't leave much room for more economic stimulus.

I think they have done much to prevent a deflationary spiral. But two things lately are making me wonder if there are larger deflationary forces at work which even unlimited money printing cannot cure: 10-year Treasury yields dropping back to 1.6% and stocks failing to hold above S&P 1,400 since QE actions from both the Fed and the ECB.

My big question is this: How serious is the deflation threat and does it mean stocks will be under pressure into 2013?

 

Zacks Releases Their 7 Best Stocks for May, 2014

These 7 were hand-picked from the list of 220 Zacks Rank #1 Strong Buys with earnings estimate revisions that are sweeping upward. Their stock prices are expected to rise sooner than the others.

Today, this Special Report is available to new Zacks.com visitors free of charge.

Close This Panel X

Please login to Zacks.com or register to post a comment.

New to Zacks?

Start Here

Zacks Investment Research

Close

Are you a new Zacks Member or a visitor to Zacks.com?

Top Zacks Features

Learn more

Start for as little as $4.50 per trade.

My Portfolio Tracker

Is it Time to Sell?

One of the most important steps you can take today is to set up your portfolio tracker on Zacks.com. Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts.

More Zacks Resources

Zacks Rank Home - Evaluate your stocks and use the Zacks Rank to eliminate the losers and keep the winners.

Mutual Fund Rank Home - Evaluate your funds with the Mutual Fund Rank for both your personal and retirement funds.

Stock/Mutual Fund Screening - Find better stocks and mutual funds. The ones most likely to beat the market and provide a positive return.

My Portfolio - Track your Portfolio and find out where your stocks/mutual funds stack up with the Zacks Rank.

Zacks #1 Rank Top Movers for Zacks #1 Rank Top Movers

Company Symbol Price %Chg
ANI PHARMACE ANIP 29.23 +14.40%
ALLIANCE FIB AFOP 17.91 +3.41%
ZIOPHARM ONC ZIOP 3.47 +2.97%
ATLAS FINANC AFH 14.66 +2.95%
FEDERATED NA FNHC 20.37 +2.52%