Monthly Archives: March 2014

Slow Growth for the Economy but Weather Effects Fading

Do you believe Putin’s words or actions? Putin continued to say he wanted a diplomatic solution to Ukraine while continuing to mass troops along the Ukrainian border. Meanwhile the International Monetary Fund (IMF) approved a line of credit of up … Continue reading

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

The Fed Doesn’t Surprise, but the Market Reacts Anyway.

As expected, quantitative easing (QE) was tapered another $10 billion last week and the Fed dropped its earlier guidance that it might start raising the Fed Funds rate when unemployment is 6.5% (confirming that it will wait longer than that, … Continue reading

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

U.S. Economy Looks OK but War Risks / Chinese Financial Risks Rise

Observations on the Capital Markets – Week Ended March 14, 2014 China’s downbeat economic data raised fears as softness in Chinese economic data (below-consensus growth in industrial production, retail sales, and CPI) fueled concerns over the health of its economy. … Continue reading

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

Is More ECB Action Likely if Inflation Worsens?

During the press conference that followed the European Central Bank (ECB) meeting held in Frankfurt on February 6, 2014, ECB President Mario Draghi commented on the current low level of inflation in the Eurozone. These are some of the highlights … Continue reading

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

China’s Currency Drop. What it Means for China and the World’s Markets.

China’s currency, the renminbi, depreciated 1.4% in February 2014, essentially tying the record for the largest monthly drop since the Chinese government’s “peg” policy officially ended in 2005. This jump raised the question of whether or not the renminbi has … Continue reading

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