CIO Vantage Point

 

CIO Vantage Point; Economic Outlook
February 28, 2013 Posted by
There was plenty of reason for terminal housing bulls to snort and pound their hooves this week, however a longer-term view argues for a more docile view.
Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
February 22, 2013 Posted by
Getting Bowled over, Italian decisions, and sequestration frustration!
Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
February 20, 2013 Posted by
Sequester spending cuts are coming.  Will Congress focus on the ax or the chicken?
Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
February 15, 2013 Posted by
Merger February, Europe recession, payroll tax woes, and the Fed’s high yield conundrum.
Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
February 12, 2013 Posted by

A lover's statement of "whatever it takes" can be quite believable.  But can a Central Banker make the assertion with the same credibility?

Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
February 08, 2013 Posted by
Free Wi-Fi, oil surge, Draghi swing, and S&P persecuted.
Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
February 05, 2013 Posted by

The FOMC had an uneventful meeting last week.  Uneventful, that is, if you consider ongoing balance sheet expansion as "nothing new."

Though it may be nothing new, the Fed's stubborn attitude toward the economy is ramping up the exit risk they will face once the economy catches hold.

Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
February 01, 2013 Posted by
Agreement on the Hill, GDP head fake, Fed sidelined, and steady jobs.
Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
January 30, 2013 Posted by

How could GDP growth be -0.1 percent when the Bloomberg median estimate was 1.1 percent with a low of positive 0.3 percent?  Further, how could growth stumble so much and markets remain so unconcerned?

Read More
0 Comments | Join the Discussion

CIO Vantage Point; Economic Outlook
January 25, 2013 Posted by
Obama round two, UK exit?, DFA drag, and debt ceiling push.
Read More
0 Comments | Join the Discussion