Economic Outlook

 

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.

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CIO Vantage Point; Economic Outlook
February 01, 2013 Posted by
Agreement on the Hill, GDP head fake, Fed sidelined, and steady jobs.
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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?

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CIO Vantage Point; Economic Outlook
January 25, 2013 Posted by
Obama round two, UK exit?, DFA drag, and debt ceiling push.
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CIO Vantage Point; Economic Outlook
January 23, 2013 Posted by

After four years wandering the desert, it seems the economy has found an oasis.

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CIO Vantage Point; Economic Outlook
January 18, 2013 Posted by
Weathered sales, Ben on course, home run, and Dude who gets Dell?
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CIO Vantage Point; Economic Outlook
January 17, 2013 Posted by
Our annual Wine Report is remniscent of our overall outlook on the economy....
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CIO Vantage Point; Economic Outlook
January 14, 2013 Posted by
Defense Department, Lew who?, banks sued, and daily money fund prices.
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CIO Vantage Point; Economic Outlook
January 08, 2013 Posted by

An idea is gaining press-space (if not actual attention) in Washington:   forget the debt ceiling and simply mint a trillion dollar coin, deposit it into the Treasury's account at the Fed and use the balance to grow spending without growing the deficit.

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CIO Vantage Point; Economic Outlook
January 04, 2013 Posted by
The fiscalcliff, QE, Moodys, holiday and French auto sales.
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