Economic Outlook

 

CIO Vantage Point; Economic Outlook
June 28, 2013 Posted by

Fed over-communication, GDP undershoots, Housing’s rise, and Chinese riots.

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CIO Vantage Point; Economic Outlook
June 26, 2013 Posted by
GDP just came in a whopping 0.8 percent below expectations but no one cares.  Why?  I trace the answer through Jason Aldean, Bushwick Bill, Tim Tebow, and Dick's Bar in Mendocino.
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CIO Vantage Point; Economic Outlook
June 21, 2013 Posted by
The Fed's non-move, China's bubble bursting, mortgage reform (again!) and LIBOR finger-pointing.
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CIO Vantage Point; Economic Outlook
June 18, 2013 Posted by
What Bernanke's departure may signal for the future.
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CIO Vantage Point; Economic Outlook
June 14, 2013 Posted by
QE taper, net worth increase, Rwanda, zombie funds, and more!
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CIO Vantage Point; Economic Outlook
June 13, 2013 Posted by

The Fed meets next week with QE on their minds.  Will they taper and if so, what effect will it have?  A Cornell professor's experiment provides some insight.

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CIO Vantage Point; Economic Outlook
June 07, 2013 Posted by
Job growth, QE downplay, money fund changes, and IMF mistakes.
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CIO Vantage Point; Economic Outlook
June 06, 2013 Posted by

The SEC recently proposed additional changes to the money market fund industry.  This five year drama may end with effectively no change in regulation, except for the already-implemented 2010 liquidity rules.

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CIO Vantage Point; Economic Outlook
May 10, 2013 Posted by
High yield (or is it?), student loans, mortgage improvements, and lower deficits.
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CIO Vantage Point; Economic Outlook
May 08, 2013 Posted by
For the higher stock market to translate into a stronger economy, investors and consumers must "believe" the valuations are here to stay.  Do they?
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