Monthly Archives: December 2013

A Quiet Santa Claus Rally Leads Us into the New Year

Weekly Market Report Observations on the Capital Markets – Week Ended December 27, 2013: Signs of acceleration for the U.S. economy Still mixed news on housing Meanwhile, in the markets, Santa Claus came quietly to town In China, the cash … Continue reading

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A Few Quick Thoughts on the U.S. Dollar and Japan

I recently participated in a webinar where I was asked a few questions regarding the U.S. dollar and Japan, which I think are on many people’s minds right now. I wanted to pass along my thoughts on both subjects. What … Continue reading

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China’s Economic Reform Plan

In a recent conversation, my colleague Mauro Ratto, Head of Emerging Markets, helped boil down China’s recent economic reform plan. China’s “Breakthrough” in the Making The ruling communist party’s gathering (also known as Plenum) in early November was followed closely … Continue reading

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Markets Respond Favorably to the Fed

Observations on the Capital Markets – Week Ended December 20, 2013 Developed market stock markets had generally traded down in the first two weeks of December; they were up strongly last week, catalyzed by the Fed announcement it would begin … Continue reading

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Looking Beyond the Initial Fed Taper

The Fed’s taper announcement might have been its most closely watched announcement of all time. We pretty much knew what was basically going to happen (eventually taper QE, strengthen forward guidance), we just didn’t know exactly when and exactly how … Continue reading

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