Monthly Archives: November 2013

Fed Watchers See Signs of Quicker QE

Weekly Market Report   Observations on the Capital Markets – Week Ended November 22, 2013: Fed watchers see signs of quicker QE Washington and the world:  Some important developments The capital markets were quiet, except for currency chatter Watching the … Continue reading

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What is the Current Market Reality?

The Current Market Reality:  Economic Transitions, Equities & Alternatives At this year’s Global Investment Forum, the discussion among Pioneer investment professionals was generally positive. Of course, everyone was conscious of the current market reality:  that the major force behind recent … Continue reading

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Yellen’s Testimony Not Surprising: Fed Has More Work to Do

 Weekly Market Report Observations on the Capital Markets – Week Ended November 15, 2013 Yellen’s testimony not surprising: Fed has more work to do Last week in the capital markets: The allure of currency devaluation U.S. economic data: Generally consistent … Continue reading

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New Fed Papers Foreshadow a Dovish Fed Policy Under Yellen

Wardwell’s Weekly Market Report Observations on the Capital Markets – Week Ended November 8, 2013 New Fed papers foreshadow a dovish Fed policy under Yellen The market rethought its Fed and ECB forecasts Q3 “advance” GDP growth was above consensus … Continue reading

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Taking Stock in the Economy

Now is a good time to take stock in the current macro environment from a market perspective. Here’s what we think could happen at the end of this year and next year: Stocks and Bonds It’s been a good year so … Continue reading

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