CIO Vantage Point

 

CIO Vantage Point
July 31, 2013 Posted by
Major changes to GDP calculations are adding $400 billion per year, but does it matter?
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CIO Vantage Point
July 26, 2013 Posted by

Stocks reach a newh igh, China puts in a new floor, Washington faces the ceiling, and CFOs in the middle of the road.

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CIO Vantage Point
July 25, 2013 Posted by

The "mainstream" employment statistics don't tell the whole story.  Here's a look at the number of people working and the number of people living off them.

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CIO Vantage Point
July 19, 2013 Posted by

Bernanke flinches, earnings steady, retail sales stumble, and housing falls.

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CIO Vantage Point
July 17, 2013 Posted by
Since the onset of the financial crisis, the Fed has beenpursuing a hyper-aggressive monetary policy strategy.  QE is running its course and the Fed is signaling a possible end, but I wonder whether that’s because it has worked, or because it hasn’t.
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CIO Vantage Point
July 12, 2013 Posted by
IMF downgrade, private fund unveiling, China trade, and German sovereignty.
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CIO Vantage Point
July 11, 2013 Posted by
A quick, broad look at today's economy.
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CIO Vantage Point
June 28, 2013 Posted by

Fed over-communication, GDP undershoots, Housing’s rise, and Chinese riots.

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CIO Vantage Point
June 26, 2013 Posted by
GDP just came in a whopping 0.8 percent below expectations but no one cares.  Why?  I trace the answer through Jason Aldean, Bushwick Bill, Tim Tebow, and Dick's Bar in Mendocino.
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CIO Vantage Point
June 21, 2013 Posted by
The Fed's non-move, China's bubble bursting, mortgage reform (again!) and LIBOR finger-pointing.
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