Economic Outlook

 

Economic Outlook
February 15, 2011 Posted by
Mortgage underwriters, analysts, salesmen, executives, and even investors were not paying attention for some years leading up to the liquidity crash of '08. But the slo-mo effect began much earlier in 2007 when Household Finance announced dismal first quarter earnings due to write-downs from their subprime unit.
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Economic Outlook
February 07, 2011 Posted by
In fact, the Fed owns more Treasuries than anyone with a cool trillion dollars of those risk-free assets.  OK, maybe this was a trick question. I mean, after all, if I asked who owns the most IBM stock, you wouldn’t think counting the stock in their Treasury department would count.
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Economic Outlook
February 01, 2011 Posted by
In the rapid-fire atmosphere that is trench warfare, quick decision making is key in the literal definition of the word. It's not always important that your decisions be 100 percent correct, but it is vital you react and counter with rapidity.
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Economic Outlook
January 25, 2011 Posted by
Unfortunately, whistling past the graveyard has become "situation normal" for many government agencies, but the Fed is not likely to be considered one of them.
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Economic Outlook
January 18, 2011 Posted by
This nearly $3 trillion industry has provided daily liquidity and money market returns like clockwork for nearly 40 years. Then, in 2008, a fund manager loaded up on Lehman paper garnering some extra yield in hopes the Fed would provide a rescue.
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Economic Outlook
January 11, 2011 Posted by
The Federal Housing Finance Agency (FHFA) which oversees Fannie and Freddie, extended portfolio caps for the twins going forward last month. Specifically, they initially capped ownership of mortgages at $900 billion each in December 2009...
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Economic Outlook
January 10, 2011 Posted by
SVB Financial Group’s perspective on the U.S. economy is framed by our focus on the innovation sectors: software, hardware, life sciences and cleantech. At SVB we have access to financial data from thousands of these companies — our clients — every quarter.
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Economic Outlook
January 04, 2011 Posted by
The Brazen Dozen is a list of twelve events that we believe have a 40 percent probability of occurring in 2011. These events skirt the outposts of probability.
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Economic Outlook
December 21, 2010 Posted by
Perhaps we can boil this down to a short maxim: Sometimes it's better to stop, wait, look and listen. Or, better put: Don't just do something, stand there! This is the course the Fed seems to be taking and I, for one, am applauding.
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Economic Outlook
December 14, 2010 Posted by
When bond markets move like this there is always a scramble to identify exactly why. Sometimes it can be obvious, like when yields begin to run just after an employment figure is released. But this time, it was less than obvious.
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