Insights

 

Economic Outlook
March 30, 2010 Posted by
I had the typical childhood growing up, including time with most of the classic fairy tales. However, I never read Alice in Wonderland, nor did I see any film versions until just this past weekend.
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Economic Outlook
March 23, 2010 Posted by
Planning out your actions is always good advice. However, when opposing parties get to react with free will, which they always do, plans beyond step one are rarely the correct course. This Yiddish proverb says it best: Man plans, God laughs.
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Economic Outlook
March 16, 2010 Posted by
In the 1987 movie Wall Street, up-and-coming young stock broker Bud Fox calmly provides a counter bid for his premium penthouse apartment by saying "Offer 950."
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Economic Outlook
March 02, 2010 Posted by
The Fed should begin raising interest rates in earnest in early 2011, once consumers have some vision of and confidence in both their wealth and job prospects. At that point, the Fed should aggressively raise rates more than one 75 basis point hike. See Joe Morgan's and Jim Anderson's Point / Counterpoint
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Economic Outlook
February 23, 2010 Posted by
Last week, the Fed raised the discount rate from 0.50 percent to 0.75 percent and also shortened the term of loans allowed through the discount window from 28 days to overnight.
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Economic Outlook
February 16, 2010 Posted by
Ok. That was too easy.

The sovereign teeterings we are seeing these days should not be too surprising given all the government support programs put into place over the last two years. But what is really going on here?

I believe the challenge we face is more cultural than financial.
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Economic Outlook
February 09, 2010 Posted by

The nothin’ offered in the money market fund world has driven investors to seek other ways to add return. One easy way is to simply pay close attention when deploying funds into the marketplace.

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Economic Outlook
February 02, 2010 Posted by

Last week the SEC adopted new rules designed to strengthen the money market fund world (or "2a-7 world" if you want to get technical), which are targeted at increasing liquidity, credit quality and transparency. Without going into too much detail, the new rules will effectively limit investment options for these funds, including the development of a concentration of funds to be invested in the very short term.

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