Whither Demand?

 | Apr 30, 2014 | 12:33 PM EDT  | Comments
  • Comment
  • Print Print
  • Print
Stock quotes in this article:

kmb

,

pg

The bid is back in the Kimberly-Clarks (KMB) and the Procter & Gambles (PG).

It makes total sense when you look at that GDP number. Total sense. In fact, it's uncanny because that number is so weak that it is inconceivable right now that interest rates can soar. The demand that we thought was there isn't there.

Now, unlike retail and restaurant sales, the demand for money can come back. The months weren't missed. If there are projects to be built, they will be.

But this number does jibe with the collapse in housing and with a cessation of much building because of the weather.

One has to wonder where we would be without the incessant oil and gas investing.

I know it is a contra position, but it sure seems possible to me that the Fed not only must end the taper and end the taper now but that it can sell bonds at a nice profit to Treasury if it wants to.

Know it won't happen. Think it should.

Columnist Conversations

Texas Instruments is surging today. Shares are up over 2.7% and are moving further into new 52W high gro...
Shares of Amazon (AMZN) have been trading within a set of Fibonacci retracements measured off their 2014 range...
Flat day in the market at mid-day. Lots of commentary around OPEC meeting tomorrow. Court ruling clears way f...
Shares of home improvement retailer Lowe's began a healthy pullback yesterday. The stock traced out a ke...

BEST IDEAS

REAL MONEY'S BEST IDEAS

Columnist Tweets

BROKERAGE PARTNERS

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.


TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.