Inflation is reemerging as a key driver of financial markets across the industrial world, according to Nomura Holdings Inc. and Wells Capital Management.
Banks in the U.S. are lending the most since the recession ended in June 2009, supporting an economy weighed down by 8.3 percent unemployment.
Vice Chairman Janet Yellen says the end of the Federal Reserve’s so-called Operation Twist won’t amount to a tightening of monetary policy. Whether investors agree may help determine the central bank’s next steps.
"We have different factors impacting the market- we have the U.S. economic data, but we also have the fact that a major part of the euro-zone is falling back into recession."
- Jim Paulsen on Aug 14, 2014
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