CIO Vantage Point

 

CIO Vantage Point; Economic Outlook
June 13, 2013 Posted by

The Fed meets next week with QE on their minds.  Will they taper and if so, what effect will it have?  A Cornell professor's experiment provides some insight.

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CIO Vantage Point; Economic Outlook
June 07, 2013 Posted by
Job growth, QE downplay, money fund changes, and IMF mistakes.
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CIO Vantage Point; Economic Outlook
June 06, 2013 Posted by

The SEC recently proposed additional changes to the money market fund industry.  This five year drama may end with effectively no change in regulation, except for the already-implemented 2010 liquidity rules.

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CIO Vantage Point; Economic Outlook
May 10, 2013 Posted by
High yield (or is it?), student loans, mortgage improvements, and lower deficits.
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CIO Vantage Point; Economic Outlook
May 08, 2013 Posted by
For the higher stock market to translate into a stronger economy, investors and consumers must "believe" the valuations are here to stay.  Do they?
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CIO Vantage Point; Economic Outlook
May 03, 2013 Posted by
Job improvement, steady FOMC, and possible negative euro-rates.
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CIO Vantage Point; Economic Outlook
May 02, 2013 Posted by
This week, President Obama nominated Congressman Mel Watt to be the new director of the Federal Housing Finance Agency (FHFA).  This likely marks a significant change in government's approach to delinquent borrowers.
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CIO Vantage Point; Economic Outlook
April 26, 2013 Posted by
The NVCA, German slump, US Growth, and China weakness.
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CIO Vantage Point; Economic Outlook
April 24, 2013 Posted by

The energy revolution today is centered on fracking - a method that mines gas from shale.  But another interesting development in the energy sector is occurring: we are trying to use less.

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CIO Vantage Point; Economic Outlook
April 19, 2013 Posted by

Multi-family boom, IMF bust, a French pause, and Chinese growth.

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