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CIO Vantage Point; Economic Outlook
February 14, 2014 Posted by
Yellen follows Bernanke, BOE follows the Fed, and the debt ceiling simply falls.
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CIO Vantage Point; Economic Outlook
February 07, 2014 Posted by
Yellen meets the parents, debt hits the ceiling, and investors shun the "great rotation."
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Observation Deck
February 03, 2014 Posted by
Observation Deck is a monthly newsletter published by the SVB Asset Management team. In this February 2014 issue our headline commentary, What Investors Can Expect in 2014, covers what to anticipate from the Fed in the year ahead with the confirmation of Janet Yellen as the new head of the central bank.
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Economic Outlook
January 31, 2014 Posted by

In Ben Bernanke's final meeting as Chairman of the Federal Reserve Open Market Committee, the Fed announced a second $10 billion reduction in monthly bond purchases and did not make any significant changes to the FOMC statement.

 

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CIO Vantage Point; Economic Outlook
January 31, 2014 Posted by
GDP growth, market shrinkage, and Foxconn expansion!
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CIO Vantage Point; Economic Outlook
January 31, 2014 Posted by
A look at my current themes and outlooks on the markets and economy.  Things are definitely looking up!
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CIO Vantage Point; Economic Outlook
January 24, 2014 Posted by
Higher growth, better innovation, and a higher debt ceiling.  PLUS: You could win $1 billion!
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CIO Vantage Point; Economic Outlook
January 17, 2014 Posted by
Job growth disappoints, Fed Vice Chair choice confuses, and politicians avoid political self immolation.
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Observation Deck
January 03, 2014 Posted by
There is an old saying in the trading world, "sell on the rumor and buy on the news." This quote fits perfectly with how the bond market reacted to events in 2013. The year began with hopes of a "Great Rotation," in which investors would sell bonds and invest in riskier assets such as equities, which prompted speculation that yields would increase. Despite vastly improved economic fundamentals in the U.S., bonds remained well-bid as the Fed made no indication that it would tighten in the near future. This is not to say that there wasn't any volatility in the bond market.
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CIO Vantage Point; Economic Outlook
December 20, 2013 Posted by
Fed Tapers, Congress agrees, and the debt ceiling nears.
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