Insights

 

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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Quarterly Economic Report
January 03, 2011 Posted by
Fall always seems to be an eventful season for the markets. Although the fourth quarter did not see outsized drama in market prices, many changes occurred that will affect market prices in quarters to come.
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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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Economic Outlook
December 08, 2010 Posted by
Last Wednesday brought a wonderful data dump by the Fed as they complied with a congressional order to release the recipients of TARP funds. The website ProPublica provides a list of the recipients of these funds as well as the funds provided to Fannie and Freddie.
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Economic Outlook
November 30, 2010 Posted by
Contrary to popular opinion, the savings rate has not been negative in recent decades. Though many would have you believe Americans are soullessly irresponsible consumers...
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Economic Outlook
November 16, 2010 Posted by
Leaving aside all the bluster regarding QE2 for a moment, I thought we might explore something closer to our hearts: short-term bond supply.
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Economic Outlook
November 09, 2010 Posted by
By now you must be sick of hearing about QE2, the latest QE or quantitative easing effort to come out of the Fed. But at the risk of encouraging you to stop reading here, I feel the need to add one more perspective to last week's action and I promise to be brief.
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