Insights

 

Advisories
September 24, 2013 Posted by

The Fed's decision in September not to scale back bond purchases will support the markets in the short term, but could have long term consequences.  This regular review of Fed activity discusses the market's reaction to the non-taper as well as the potential for Fed action in the near future.

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CIO Vantage Point; Economic Outlook
September 20, 2013 Posted by
The non-Taper, the non-chair and the non-regulation.
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CIO Vantage Point
September 20, 2013 Posted by

Five years into the greatest economic underperformance since the Great Depression has left many asking:  Why is this time different?  There is much data describing how it is different, but the answer to the "why" question cannot be found there.  Instead, it is a higher level of "uncertainty" that is forcing consumers and business to retain a greater cushion in the form of higher cash balances, smaller workforces, and tentative expansion plans. 

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CIO Vantage Point; Economic Outlook
September 13, 2013 Posted by
The coming taper tantrum, the recent Verizon victory, and the current regulatory risk.
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CIO Vantage Point; Economic Outlook
September 06, 2013 Posted by
Jobs underwhelm, ISM overwhelms, and other news just seems "whelming."
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CIO Vantage Point; Economic Outlook
August 30, 2013 Posted by
GDP up (but so are part-time workers), Syrian oil effects, and the success of QE.
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CIO Vantage Point; Economic Outlook
August 23, 2013 Posted by
Minutes suggest taper, jobless infer decline, bonds assist shorts.
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