Economic Outlook

 

Economic Outlook; Global Edge; Public Policy
March 22, 2012 Posted by
Robert Guest, The Economist’s Business Editor, discusses his key business and economic findings from his book Borderless Economics: Chinese Sea Turtles, Indian Fridges and the New Fruits of Global Capitalism in this video interview with Joe Morgan, Chief Investment Officer of SVB Asset Management...
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Economic Outlook
February 16, 2012 Posted by
The Brazen Dozen is a list of events that I believe have a 40 percent probability of occurring during the year. These events skirt the outposts of probability. The objective is to think outside the box with regard to economic, market, and political activity so that we may better prepare for the 100-year floods that seem to occur so frequently.
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Economic Outlook
January 17, 2012 Posted by
The Brazen Dozen is a list of twelve events that I believe have a 40 percent probability of occurring during the year. These events skirt the outposts of probability.
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Economic Outlook
September 12, 2011 Posted by
In "normal" times, investors and traders use economic and market data to drive their decision-making process. When the economy is growing, inflation and employment are stable, and earnings are solid, investors look primarily to data that would show any sort of stumble in these three measures.
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Economic Outlook
August 11, 2011 Posted by
Markets around the world have experienced great turmoil over the last several weeks as they struggle to figure out what the world will look like going forward.
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Economic Outlook
July 20, 2011 Posted by
In this column back in April , I argued the case against a rate cut for the U.S. after S&P put the U.S. on "negative outlook." Now that Moody's* has followed suit by placing the U.S. on "review for possible downgrade," the possibility of a downgrade seems to be increasing.
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Economic Outlook
July 11, 2011 Posted by
Ron White of Blue Collar comedy fame has claimed that “people learn things” when he drinks. As an example, he cites the time a cab driver learned that when Ron says, “I gotta yak,” it doesn’t mean he has a hairy buffalo tied up in his backyard.
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Economic Outlook
July 05, 2011 Posted by
For months now, markets have been made well aware that the Fed would end QE2 on June 30. During the same period, we’ve heard from all kinds of pundits that rates will have to rise once such a large buyer of Treasuries is taken out of the markets.
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Economic Outlook
June 28, 2011 Posted by
Watching the quotes flit by on my Bloomberg last Wednesday regarding the FOMC meeting, I must admit to being quite bored. This was a very unusual and unsettling feeling as I typically enjoy market events — whether good or bad.
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Economic Outlook
June 08, 2011 Posted by
Last week, a client asked me to describe what I thought would happen if Treasuries defaulted. Naturally and somewhat defensively, I launched into all the reasons I thought this wouldn’t happen. But that wasn’t the point of the question. The point was “what if it did?”
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