CIO Vantage Point

 

CIO Vantage Point
October 11, 2013 Posted by
Janet Yellen finally named, short-term agreement finally reached, and the loopy loopy T-Bill market.
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CIO Vantage Point
October 09, 2013 Posted by
Following up on last week's look at the government shut-down, I take a look at the debt ceiling issues.
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CIO Vantage Point
October 04, 2013 Posted by
The Treasury bluffs, earnings disappoint, and Italy moves forward.
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CIO Vantage Point
October 01, 2013 Posted by
Silicon Valley Bank’s Following the Fed explores the Fed actions and the resulting market reaction. In this video we discuss the Fed’s decision not to taper.
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CIO Vantage Point
October 01, 2013 Posted by
A quick look at the facts (not politics) behind the government shut-down.
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CIO Vantage Point
September 27, 2013 Posted by
Congress is working, home prices are rising, and GM is improving.
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CIO Vantage Point
September 20, 2013 Posted by
The non-Taper, the non-chair and the non-regulation.
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CIO Vantage Point
September 20, 2013 Posted by

Five years into the greatest economic underperformance since the Great Depression has left many asking:  Why is this time different?  There is much data describing how it is different, but the answer to the "why" question cannot be found there.  Instead, it is a higher level of "uncertainty" that is forcing consumers and business to retain a greater cushion in the form of higher cash balances, smaller workforces, and tentative expansion plans. 

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CIO Vantage Point
September 13, 2013 Posted by
The coming taper tantrum, the recent Verizon victory, and the current regulatory risk.
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CIO Vantage Point
September 06, 2013 Posted by
Jobs underwhelm, ISM overwhelms, and other news just seems "whelming."
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