Economic Outlook

 

CIO Vantage Point; Economic Outlook
November 07, 2012 Posted by
After around $1.5 billion spent and months of non-political news suppression as well as an accepted state of stagnancy in Washington, the election cycle leaves us pretty much where we were at the beginning the year.
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CIO Vantage Point; Economic Outlook
October 30, 2012 Posted by
Like to drive fast?  Find yourself cutting across lanes at the last minute?
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CIO Vantage Point; Economic Outlook
October 19, 2012 Posted by
Britain, housing, labor force, Spain, retail sales and dividends!
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CIO Vantage Point; Economic Outlook
October 16, 2012 Posted by

Back after two weeks of R&R I find: tempered inflation, Britain retreating from the EU, decent retail sales activity, and a Softbank gamble.  It seems by stepping out of the day-to-day you really can see progress in this economy.

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CIO Vantage Point; Economic Outlook
September 26, 2012 Posted by
There is growing tension in Chinese factories as evidenced by this week's riot at a Foxconn Group factory which builds Apple products.  The crux of the issue was whether management would actually pay overtime wages which it agreed to some time ago. Such disruptions in factories should not be surprising...
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CIO Vantage Point; Economic Outlook
September 21, 2012 Posted by
TFJ is up featuring private equity, BOJ, QE3, housing, CFAs, and of course Europe.
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CIO Vantage Point; Economic Outlook
September 19, 2012 Posted by
A supportive Fed is targeting the stock market which should  help reopen the IPO window for the fall season.
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CIO Vantage Point; Economic Outlook
September 14, 2012 Posted by
This week's Top 8 is up: The Fed, Private Equity vs. Private Equity, Moody's and the Treasury, China, and Wanna buy an island?
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CIO Vantage Point; Economic Outlook
September 13, 2012 Posted by

The Fed announced another round of "quantitative easing" in the form of $40 billion of mortgage purchases per month until the labor market "improves substantially."  The stated goal is to "increase policy accommodation" by driving down the cost of borrowing not only in the mortgage sector, but in other areas as relative valuations adjust.

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CIO Vantage Point; Economic Outlook
September 06, 2012 Posted by
This week’s Top 8, errr Top 6 is up!  Kill the Fed?, car boosters, Draghi’s plan, and manufacturing.
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