Insights

 

CIO Vantage Point
September 26, 2012 Posted by
There is growing tension in Chinese factories as evidenced by this week's riot at a Foxconn Group factory which builds Apple products.  The crux of the issue was whether management would actually pay overtime wages which it agreed to some time ago. Such disruptions in factories should not be surprising...
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CIO Vantage Point
September 21, 2012 Posted by
TFJ is up featuring private equity, BOJ, QE3, housing, CFAs, and of course Europe.
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CIO Vantage Point
September 19, 2012 Posted by
A supportive Fed is targeting the stock market which should  help reopen the IPO window for the fall season.
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FX Outlook
September 17, 2012 Posted by
The German Constitutional Court has ruled that Germany’s participation in the European Stability Mechanism (ESM) does not infringe on the German constitution. This means that there are currently no pending landmark decisions which could derail the ECB’s efforts to reduce the yields demanded for the government bonds of Greece, Portugal, Ireland, Spain and Italy. To measure the effects of the ruling, we examine the status of each country.
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CIO Vantage Point
September 14, 2012 Posted by
This week's Top 8 is up: The Fed, Private Equity vs. Private Equity, Moody's and the Treasury, China, and Wanna buy an island?
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CIO Vantage Point
September 13, 2012 Posted by

The Fed announced another round of "quantitative easing" in the form of $40 billion of mortgage purchases per month until the labor market "improves substantially."  The stated goal is to "increase policy accommodation" by driving down the cost of borrowing not only in the mortgage sector, but in other areas as relative valuations adjust.

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CIO Vantage Point
September 06, 2012 Posted by
This week’s Top 8, errr Top 6 is up!  Kill the Fed?, car boosters, Draghi’s plan, and manufacturing.
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CIO Vantage Point
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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