Economic Outlook

 

CIO Vantage Point; Economic Outlook
September 05, 2012 Posted by

A conveniently leaked statement from the ECB yesterday purports they will begin an "unlimited, sterilized" buying program for eurozone debt with maturities up to three years.  The markets cheered as they have every "kick-the-can" announcement thus far, but there's more to the story.

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CIO Vantage Point; Economic Outlook
August 30, 2012 Posted by

Many of the bureaucrats in Europe believe in a single mantra for keeping the euro:“It would be too expensive to let it go!”
Well, that may be, but before jumping to that conclusion let’s look at the facts.

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CIO Vantage Point; Economic Outlook
August 24, 2012 Posted by
This week's Top Eight includes: The SEC, the "twins," brokers, JOBS and, of course, Europe.
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CIO Vantage Point; Economic Outlook
August 21, 2012 Posted by
Prior to QE and other efforts that have ballooned the Fed's balance sheet, it seemed pretty straight-forward the Fed could ward off inflation simply by over-raising interest rates, trading a slower economy for out-of-hand inflation.
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CIO Vantage Point; Economic Outlook
August 17, 2012 Posted by
This week's Top 8 includes: Germans, pounds, fines, consumers, Facebook, and Ryan.
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CIO Vantage Point; Economic Outlook
August 15, 2012 Posted by
Something strange and significant is happening in China: Money is walking.
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CIO Vantage Point; Economic Outlook
August 10, 2012 Posted by
This week's Top 8 includes bank loans, Treasury, fiscal cliff, Poway, jobs, and dividends.
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CIO Vantage Point; Economic Outlook
August 08, 2012 Posted by

People who do bad things, make mistakes or even just get unlucky should suffer the consequences.  If not, then what justifies any sense of order?

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Economic Outlook
July 27, 2012 Posted by
This week's Top 8 includes: The ECB, Hilsenrath, Moody's, home prices, GDP, Stockton, and next week's FOMC.
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Economic Outlook
July 17, 2012 Posted by
Food prices have been on a tear lately.  In fact, grain prices are up 17 percent this month and look poised to rise further as the extent of this year's drought looks to be extreme. This story has legs because it is a dramatic increase in the cost of something we all need (a Google search for "food prices" restricted to the most recent 24 hours returns nearly 16 million hits).  But does it really matter to overall inflation?
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