CIO Vantage Point

 

CIO Vantage Point; Economic Outlook
September 27, 2013 Posted by
Congress is working, home prices are rising, and GM is improving.
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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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CIO Vantage Point; Economic Outlook
August 22, 2013 Posted by
Bernanke is turning up the heat on our Jiffy Pop economy.  Will it pop or will it burn?
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CIO Vantage Point
August 16, 2013 Posted by

Top Eight,  Key Markets  & Earnings next week.

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