Insights

 

CIO Vantage Point
January 04, 2011 Posted by
The Brazen Dozen is a list of twelve events that we believe have a 40 percent probability of occurring in 2011. These events skirt the outposts of probability.
Read More
0 Comments | Join the Discussion

FX Outlook
January 04, 2011 Posted by
The market is getting ready to take on the European system and challenge the euro. The reason I've chosen that wording is because this could be a situation much like when a central bank intervenes to either protect its own currency or even stop its currency from strengthening too much.
Read More
0 Comments | Join the Discussion

Observation Deck
January 03, 2011 Posted by
For the new year ahead of us, many facets of the economy look to be replicas of 2010. Though there have been improvements in certain parts, much remains the same ...
Read More
0 Comments | Join the Discussion

Quarterly Economic Report
January 03, 2011 Posted by
Fall always seems to be an eventful season for the markets. Although the fourth quarter did not see outsized drama in market prices, many changes occurred that will affect market prices in quarters to come.
Read More
0 Comments | Join the Discussion

FX Outlook; Asia
December 27, 2010 Posted by
While the U.S. unleashes a stampede of fiscal and monetary stimulus to keep its economy from stalling and deflation from taking hold, China is wrestling with a festering inflation problem and has begun taking steps to rein in its policy accommodation measures.
Read More
0 Comments | Join the Discussion

FX Outlook
December 21, 2010 Posted by
With only one week left in the year, it is safe to conclude 2010 was an interesting year for the financial markets. There was plenty to discuss and many concerns have yet to be answered.
Read More
0 Comments | Join the Discussion

CIO Vantage Point
December 21, 2010 Posted by
Perhaps we can boil this down to a short maxim: Sometimes it's better to stop, wait, look and listen. Or, better put: Don't just do something, stand there! This is the course the Fed seems to be taking and I, for one, am applauding.
Read More
0 Comments | Join the Discussion

CIO Vantage Point
December 14, 2010 Posted by
When bond markets move like this there is always a scramble to identify exactly why. Sometimes it can be obvious, like when yields begin to run just after an employment figure is released. But this time, it was less than obvious.
Read More
0 Comments | Join the Discussion