Insights

 

Economic Outlook
November 02, 2010 Posted by
It seems the market is all geared up for action with short-term rates rallying some 20 basis points since talk of such activity began in earnest. Not only that, but 10-year Treasuries have fallen about the same. Even the rate at which Fannie Mae and Freddie Mac will make loans has hit an all-time low near an astounding 3.5 percent. ("If you qualify," of course!)
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Economic Outlook
October 12, 2010 Posted by
Relativity can be a difficult concept. There are many that believe the dollar is going down, the euro is going down, and the pound is destined to drop.  The yen is the only developed currency that stands to gain, it seems.
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Quarterly Economic Report
October 08, 2010 Posted by
Just when we all thought rates couldn’t get any lower, they did. As we entered the third quarter, fears of European debt problems both at the government and banking level consumed the marketplace. Government spending’s chickens, it seems, were coming home to roost. 
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Economic Outlook
October 05, 2010 Posted by
Many people are complaining today about low yields in the bond markets. They are complaining, that is, at the same time they are buying.
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Economic Outlook
September 21, 2010 Posted by
The Basel Committee on Bank Supervision launched a new siphon hose into the kiddie pool last week in the form of several new recommendations on bank capital requirements.
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Economic Outlook
September 14, 2010 Posted by
Last Thursday afternoon a natural gas main in a densely populated San Francisco suburb exploded, destroying dozens of homes and creating a fiery mess. Over one hundred homes were damaged, but fewer than 10 people were seriously hurt and only four deaths have been reported as of this writing.
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Economic Outlook
September 03, 2010 Posted by
Recently, I had an email exchange with a long-time friend and bond broker with whom I've done business for more than 15 years. Our topic of conversation was the potential for the SEC to enforce a fiduciary duty on his industry.
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Economic Outlook
August 31, 2010 Posted by
The bullets we need for economic recovery have been with us all along. For evidence, you need look no further than the first report card on Fannie and Freddie since conservatorship.
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