Dollar rides high on hope into earnings season
Breakfast with Benjamin: The dollar is enjoying a big rally right into earnings season. Plus: Goldman moves up its rate hike forecast, putting GDP in perspective, El-Erian reads Yellen's mind, and proven old-school investing techniques.
- The U.S. dollar drives toward earnings season on a five-day run, marking its longest streak since October. The key is whether earnings will justify stocks at these record levels. Second-quarter earnings outlook at 6.2%
- Goldman Sachs predicts a Fed rate hike in the third quarter of next year rather than the first quarter of 2016. It’s all about the job market, inflation and financial conditions
- Raining on the GDP parade. A fun read on global economics, if you’re into that sort of thing. Seeing GDP for what it really is, a measure of flow, not stock
- Mohamed El-Erian reads the Fed tea leaves and sees more tolerating of financial excesses. Janet Yellen keeps her fingers crossed that everything will work out
- Librarian goes old school and just reads books for investing advice. She retired early. Selling at the top in 2008
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