Silicon Valley Bank - Economic Outlook

Don't Be a Cypriot!

CIO Vantage Point; Economic Outlook
March 18, 2013 Posted by Joe Morgan, CFA

There is more than one way to recapitalize a banking system. Cyprus is choosing a unique tax.

0 Comments | Join the Discussion

Thoughts From Joe - March 15, 2013

CIO Vantage Point; Economic Outlook
March 15, 2013 Posted by Joe Morgan, CFA

Dow record, job turnover, shopping mall madness, and Washington stasis.

0 Comments | Join the Discussion

The “Recovery” is Behind Us

CIO Vantage Point; Economic Outlook
March 14, 2013 Posted by Joe Morgan, CFA

There are three phases to the economic cycle: growth, recession, and recovery. The U.S. is no longer recovering – the recovery is already here and gone!

0 Comments | Join the Discussion

Thoughts From Joe - March 8, 2013

CIO Vantage Point; Economic Outlook
March 08, 2013 Posted by Joe Morgan, CFA

Weathered jobs, Dow peak breaks, and anecdotal support.

0 Comments | Join the Discussion

Yet Another False Deadline

CIO Vantage Point; Economic Outlook
March 06, 2013 Posted by Joe Morgan, CFA

It's no wonder we don't worry about the same things as Washington. After all, there are many differences between us and them.

0 Comments | Join the Discussion

Thoughts From Joe - March 1, 2013

CIO Vantage Point; Economic Outlook
March 01, 2013 Posted by Joe Morgan, CFA

GDP, Italy, UK, and Sequester Day!

0 Comments | Join the Discussion

Housing Demystified

CIO Vantage Point; Economic Outlook
February 28, 2013 Posted by Joe Morgan, CFA

There was plenty of reason for terminal housing bulls to snort and pound their hooves this week, however a longer-term view argues for a more docile view.

0 Comments | Join the Discussion

Thoughts From Joe - February 22, 2013

CIO Vantage Point; Economic Outlook
February 22, 2013 Posted by Joe Morgan, CFA

Getting Bowled over, Italian decisions, and sequestration frustration!

0 Comments | Join the Discussion

Sequester Semester

CIO Vantage Point; Economic Outlook
February 20, 2013 Posted by Joe Morgan, CFA

Sequester spending cuts are coming. Will Congress focus on the ax or the chicken?

0 Comments | Join the Discussion

Thoughts From Joe - February 15, 2013

CIO Vantage Point; Economic Outlook
February 15, 2013 Posted by Joe Morgan, CFA

Merger February, Europe recession, payroll tax woes, and the Fed’s high yield conundrum.