Monthly Archives: October 2013

Is This the ‘New Normal’?

Wardwell’s Weekly Market Report Observations on the Capital Markets – Week Ended October 25, 2013 Markets settle into a new “normal” Mixed data for labor, housing and the economy Watching Europe, China and Japan Next week: Wednesday’s Fed statement and … Continue reading

Posted in Economy, Equity, Markets | Tagged , , , , | Leave a comment

Washington Strikes a No-Surprise Deal – Now What?

Wardwell’s Weekly Market Report Observations on the Capital Markets – Week Ended October 18, 2013 Washington watch: a no-surprise deal kicked the can down the road Markets celebrated – and more QE likely… Meanwhile, 16 days of government ‘closure’ had … Continue reading

Posted in Economy, Equity, Fixed Income, Markets, Multi Asset | Tagged , , , , , , , , | Leave a comment

Debt Limit Extended, Fed Policy in the Wings – What to Expect from the Markets

Last night Congress reached an agreement to raise the debt limit and end the 16-day shutdown. After all the acrimony and tense negotiations, the deal passed by a comfortable margin with 81-18 vote in the Senate and 285-144 in the … Continue reading

Posted in Economy, Equity, Fixed Income, Industry Insights, Markets | Tagged , , , | Leave a comment

Equity Markets to Congress: “What, me worry?”

Wardwell’s Weekly Market Report Observations on the Capital Markets – Week Ended October 11, 2013 Washington watch: no deal yet, but the parties appear to have begun to look for a deal (as opposed to a crisis they can blame … Continue reading

Posted in Economy, Equity, Industry Insights, Markets, Multi Asset | Tagged , , | Leave a comment

Little Visible Progress on the Budget Shutdown, but Some Inside Baseball In Play

Wardwell’s Weekly Market Report Observations on the Capital Markets – Week Ended October 4, 2013 Little visible progress on the budget shutdown, but an important positive development on the debt ceiling goes almost unnoticed Last week in the capital markets: … Continue reading

Posted in Economy, Equity, Markets | Tagged , , , , , , , , | Leave a comment