Monthly Archives: August 2014

Emerging Markets Economic Update: Growth, Inflation and Monetary Policy

Pioneer’s Head of Global Asset Allocation Research, Monica Defend, along with U.S. and Latin America Global Asset Allocation Research Economist, Annalisa Usardi, recently released an economic update on the Emerging Markets. Highlights from their report surrounding Latin America, specifically Brazil … Continue reading

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As the Economy Improves, the Fed Recalibrates its Message

As the economy and labor market improve, quantitative easing (QE) is wound down and the first rate hike draws nearer, the language of the Fed evolves accordingly.  Both the minutes of the June FOMC meeting and the remarks of Fed … Continue reading

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Signs Point to Continued Slow Growth Ahead

Last week’s data provided a mixed picture of the economy. Businesses produced more, but demand growth was soft. That combination suggests slower future economic growth, not acceleration (but still growth, not recession). Some points to note: The NFIB Small Business Optimism … Continue reading

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UK Forecast Update: Growth, Inflation and Monetary Policy

Pioneer’s Head of Global Asset Allocation Research, Monica Defend, along with Europe and EMEA Global Asset Allocation Research Senior Economist, Andrea Brasili, recently released an update on the UK economy. The update was based on the 2Q14 preliminary results for … Continue reading

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Geopolitics Trumped Economics in Last Week’s Capital Markets

Observations on the Capital Markets – Week Ended August 8, 2014 Ukraine developments, more than economic news, seemed to drive the day-to-day pattern of market returns.  Russia first massed troops on the border, prompting NATO to warn of imminent invasion … Continue reading

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