Weekly Perspective – March 24, 2014
After a series of moves that proved far more effective, but were almost as complicated as the Acme Corporation strategies Wile E. Coyote employed in pursuit of the roadrunner, Russia dropped an anvil...
View ArticleWeekly Perspective – June 23, 2014
The Federal Open Market Committee (FOMC) press release wasn’t quite as catchy as España Cañí — the Spanish song played to rile crowds at events as varied as baseball games and bullfights — but it...
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Weekly Perspective – September 15, 2014
Hey Jiminy, What’s Your Wish? The Markets If you’re familiar with fairy tales, you’ve probably encountered a story or two that involves the granting of wishes. Usually, these are cautionary tales....
View ArticleWeekly Perspective – September 29th, 2014
Bond Boss Bill Gross Leaves Pimco…. and other things happened. Last week offered some lessons in career management, economics, and investor impulse, among other things. Derek Jeter, the well-loved...
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Weekly Perspective – But For The Fed – December 22, 2014
12 Federal Reserve Banks But For The Fed… Part 3 (Or is it 4) Geopolitics and monetary policy and deflation! Oh my! It was a wild, wild week. First, the Russian central bank announced a massive rate...
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June Fed Rate Hike More Likely
Seal of US Federal Reserve Board of Governors. Positive economic data increases the likelihood of a June Fed rate hike. Markets wonder if rising rates will hurt as much as falling rates have helped. If...
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Markets Sing a Mixed Melody
You could have set the events of last week to music. Should they stay or should they go? Last week, the Bank of England (BOE), Britain’s central bank, inadvertently sent a memo describing how staffers...
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Survey Says… September Rate Rise! (Still)
The Wall Street Journal has been out on the street asking economists when they think the Federal Reserve is likely to begin increasing the Fed funds rate. Unlike Jay Leno’s interviews with average...
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Who Is To Blame For Volatility?
Who’s the culprit? No one knows. Speculating on who or what is to blame for recent market weakness is a popular pastime right now. Last week, Barron’s said the search for someone to blame is a lot like...
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Markets Didn’t Rally?
Markets Didn’t Rally? As Tom Petty often sang, “The waiting is the hardest part.” Whether it’s waiting for college acceptance letters, medical test results, employment offers, or Federal Reserve...
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Monday Morning Quarterbacking the FED
This fella has questions! Second Guessing the FED is an Age Old American Pastime Americans have been speculating about the Federal Reserve’s monetary policy choices – rate hikes, rate declines,...
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Capital Is Leaving China
When Federal Reserve Chair Janet Yellen testified before the House Financial Services Committee last week, she made no bones about the fact the Fed is keeping an eye on economic developments in China...
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The FED Effects Sentiment
Everyone makes mistakes. Some people learn from them. In GMO’s March 2016 white paper, James Montier and Philip Pilkington continued to explore the Federal Reserve’s influence – The FED Effects – on...
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Rates are DEFINITELY Going Up… at Some Point… in the Future
Last week, Wall Street was speculating about monetary policy with the enthusiasm of commentators trying to predict who will bring home Olympic gold. The Federal Open Market Committee (FOMC) is expected...
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The Fed Resists Urge to Raise Rates
As expected… The dovish U.S. Federal Reserve left rates unchanged last week and markets celebrated. Across the globe, national stock market indices finished the week higher. In the United States, the...
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Markets Experience Election Fatigue
“Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but there were some interesting economic, cyber-security, and...
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The FED Turns Hawkish
The Federal Reserve put a hitch in the markets’ giddy-up last week. It wasn’t the Fed’s second interest rate hike in a decade that caused markets to stumble. December’s rate hike was old news before it...
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2016 Recap
The Markets as of January 3, 2017 What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to stocks. By the end of the year, they were...
View ArticleThe FED Turns Hawkish
The Federal Reserve put a hitch in the markets’ giddy-up last week. It wasn’t the Fed’s second interest rate hike in a decade that caused markets to stumble. December’s rate hike was old news before it...
View Article2016 Recap
The Markets as of January 3, 2017 What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to stocks. By the end of the year, they were...
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