Monthly Archives: April 2014

Ukraine Tensions Rise, Russian Markets Fall. Will Investors “Run the stops” on the Yuan?

Observations on the Capital Markets – Week Ended April 25, 2014 Ukraine tensions increased, people died, and Russia is threatening, while the U.S. and EU appear weak/passive. S&P cut Russia’s sovereign debt to BBB- with a negative outlook. Two Russian … Continue reading

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Fed’s Inflation Target Misguided? Good vs. Bad Disinflation

For more than a year the Federal Reserve Board has cited inflation below its targeted 2% level as one justification for maintaining its extraordinarily accommodative monetary stance. As of February, the core inflation rate was 1.1%, based on the Personal … Continue reading

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The Fed Keeps a Watchful Eye as U.S. Economy Continues to Improve

The Fed’s “Beige Book” painted a beige—or is it Goldilocks?—picture of the economy, as most districts reported economic activity growing at a modest/moderate pace, employment generally rising, and wage pressures still generally well-contained. Nothing suggested cause for the Fed to … Continue reading

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A Eurozone Pick-Up? Three Key Insights

The Eurozone economy is showing more convincing signs of a pick-up that is more broad based and robust than anticipated. Obviously, a wide difference in conditions exists between European countries and fragmentation in their financial conditions still exist, but these … Continue reading

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‘No Brakes’ on U.S. Growth – But Are Americans on Board?

IMF Bullish on U.S. Economy – Americans Remain Cautious “There are no brakes on U.S. growth,” said the IMF’s chief economist, “It’s an economy that is fundamentally robust.” The latest International Monetary Fund (IMF) forecast is for 3.6% global GDP … Continue reading

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