◀ The Principal Blog

Unemployment Rate Falls for the Right Reason – June 2014 Jobs Report (Video)



The June jobs report came out on Thursday, July 3. Overall, the report was positive with widespread job gains. Employers added 288,000 jobs, significantly more than economists were anticipating and marking the fifth straight month where employers added 200,000 jobs or more. Here are some thoughts…

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India Warms to Reform: Part 3 of 3



The MSCI India Index is up more than 50% in U.S. dollar terms from its trough last August, with some small-cap stocks rallying even more. And if the government delivers on the reform agenda, which we discussed in Part 1 and Part 2 of this series, earnings are likely to expand substantially over…

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