CIO Vantage Point

 

CIO Vantage Point; Economic Outlook
August 23, 2013 Posted by
Minutes suggest taper, jobless infer decline, bonds assist shorts.
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CIO Vantage Point; Economic Outlook
August 22, 2013 Posted by
Bernanke is turning up the heat on our Jiffy Pop economy.  Will it pop or will it burn?
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CIO Vantage Point
August 16, 2013 Posted by

Top Eight,  Key Markets  & Earnings next week.

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CIO Vantage Point; Economic Outlook
August 15, 2013 Posted by
Unknown unknowns are holding back our Jiffy Pop economy.
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CIO Vantage Point; Economic Outlook
August 09, 2013 Posted by
The BOE follows the Fed, services and trade push GDP, patent trolling and higher mortgage rates.
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CIO Vantage Point; Economic Outlook
August 08, 2013 Posted by
The economy is popping against foil barriers, but only at the very beginning stages.
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CIO Vantage Point
August 07, 2013 Posted by

The Fed’s desire to communicate openly and transparently is running afoul.  And Bernanke seems to be running afoul of the policy.

Last month, after making it clear he wanted to begin reducing bond purchases the markets sold off, particularly the interest rate markets and in a short period mortgage rates were a full point higher.  Realizing they might continue to rise, he and his compatriots immediately reversed course attempting to ensure bond mavens believe QE is here to stay.

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CIO Vantage Point; Economic Outlook
August 02, 2013 Posted by

Employment stumbles, GDP rises, a mortgage false start, and Bernanke deposed!(?)

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CIO Vantage Point; Economic Outlook
July 31, 2013 Posted by
Major changes to GDP calculations are adding $400 billion per year, but does it matter?
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