Insights

 

CIO Vantage Point; Economic Outlook
September 05, 2012 Posted by

A conveniently leaked statement from the ECB yesterday purports they will begin an "unlimited, sterilized" buying program for eurozone debt with maturities up to three years.  The markets cheered as they have every "kick-the-can" announcement thus far, but there's more to the story.

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Observation Deck
September 04, 2012 Posted by
It is often written, and perhaps too quickly assumed, that the aftermath of the financial crisis has left corporate investors with limited suitable fixed income investment choices. This impression is understandable given the high level of scrutiny that corporate executives, audit committees, and board members are giving investment vehicles.
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CIO Vantage Point
August 31, 2012 Posted by

Jackson Hole, housing, consumer debt, Draghi and a European recovery?...well, probably not!

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CIO Vantage Point; Economic Outlook
August 30, 2012 Posted by

Many of the bureaucrats in Europe believe in a single mantra for keeping the euro:“It would be too expensive to let it go!”
Well, that may be, but before jumping to that conclusion let’s look at the facts.

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CIO Vantage Point; Economic Outlook
August 24, 2012 Posted by
This week's Top Eight includes: The SEC, the "twins," brokers, JOBS and, of course, Europe.
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FX Outlook
August 22, 2012 Posted by
European Central Bank (ECB) leader Mario Draghi blew his credibility up in dramatic style over the last couple of weeks by first saying he would forcefully do whatever it takes to preserve the euro on July 26 at the London Global Investment Conference.....
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CIO Vantage Point; Economic Outlook
August 21, 2012 Posted by
Prior to QE and other efforts that have ballooned the Fed's balance sheet, it seemed pretty straight-forward the Fed could ward off inflation simply by over-raising interest rates, trading a slower economy for out-of-hand inflation.
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CIO Vantage Point; Economic Outlook
August 17, 2012 Posted by
This week's Top 8 includes: Germans, pounds, fines, consumers, Facebook, and Ryan.
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