Insights

 

Economic Outlook
July 20, 2010 Posted by
Fridays in the summer on the trading floor are a time for reflection and a time to catch up on the week's work before heading home for the weekend. But this past Friday, I was presented with a challenge in the form of CNBC's Apple "antennaegate" coverage (Steve Jobs' label, not mine).
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Economic Outlook
July 13, 2010 Posted by
With quarterly net Treasury issuance reaching the mid-$500 billion mark — about 3 times as much as the average net issuance from 2002 to 2007 —one could say we are leaning aggressively on our high credit quality and reputation in the marketplace.
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Quarterly Economic Report
July 12, 2010 Posted by
It’s been interesting to watch the markets set up for alternating scenarios through this downturn. Several times during the last 22 months since Lehman went under, fears of inflation have swept in like waves on the beach. Just as quickly the water receded from the shore.
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Economic Outlook
July 06, 2010 Posted by
Watching the global economy can be rather perplexing these days.

It seems you need to be up to speed on everything from Chinese wages to Greek pensions in order to understand where the global economy is headed. And for those of us over 40 (Yes, given the extreme changes in technology over the last 10 years, 40 can easily put you over the hill these days.) keeping up with a 24-hour news cycle is exhausting.
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Economic Outlook
June 29, 2010 Posted by
An interesting white paper was released last month by Fed economists looking into a decision faced by many homeowners today: when to default.
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Economic Outlook
June 22, 2010 Posted by

 Always look on the bright side of life Monty PythonAny market prognosticator worth his salt must include a gut check or play devil's advocate to avoid missing early warning signs that change is afoot. Taking this attitude with me to

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Economic Outlook
June 15, 2010 Posted by
Many eyes have been focused on the housing market over the past few years and for different reasons. To me, the importance of this sector relates directly to the strength of our economy. Housing is the "cause" and economic growth is the "effect."
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Economic Outlook
June 08, 2010 Posted by
Last week, it was reported that the economy had gained 431,000 jobs in the month of May — a decidedly shocking number any way you look at it — and the unemployment rate had dropped to 9.7 percent. Of course, naysayers are quick to point out that 411,000 of those jobs are census workers who will necessarily be let go in coming months. From my perspective, it's a good thing we are in a census year to help soften the blow of the nearly eight million jobs lost due to the current downturn, although no one believes these jobs are a long-term fix.
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