Economic Outlook

 

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.
Read More
0 Comments | Join the Discussion

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?
Read More
0 Comments | Join the Discussion

Economic Outlook
July 06, 2012 Posted by

If you have a floating rate loan, you probably think that your interest accrual will rise "when rates go up" and fall "when rates go down."  This would be true if all rates moved together, but the ongoing "LIBOR scandal" as it's being called demonstrates otherwise.

Read More
0 Comments | Join the Discussion

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...
Read More
0 Comments | Join the Discussion

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.
Read More
0 Comments | Join the Discussion

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.
Read More
0 Comments | Join the Discussion

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.
Read More
0 Comments | Join the Discussion

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.
Read More
0 Comments | Join the Discussion

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.
Read More
0 Comments | Join the Discussion

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.
Read More
0 Comments | Join the Discussion