US retail sales are expected to rise 0.5% in Thursday’s update (Dec. 12) for November vs. the previous month, according to The Capital Spectator’s average econometric forecast. The prediction is slightly higher than the previously reported 0.4% increase for October. Meanwhile, the Capital Spectator’s average projection for November is slightly below consensus estimates based on recent surveys of economists.
Daily Archives: December 10, 2013
Asset Allocation & Rebalancing Review | 10 Dec 2013
It’s the gift that keeps on giving: US stocks. Equities in these United States are up 30% year-to-date, based on our ETF proxy (Vanguard Total Stock Market (VTI)). It’s debatable if this asset class is precariously defying gravity or accurately reflecting stronger fundamentals. In any case, it’s a sight to behold. A 30% gain for a trailing US equities isn’t unprecedented, but it’s neither common nor enduring. Whatever the future holds, this much is clear: if your strategy was light on US stocks this year, your results probably look a bit pale against passive strategy benchmarks that hold market-value weights for this year’s leader.