Posted on May 21, 2013 by Marco Pirondini
As earnings data from companies comes trickling in, it all but confirms a slowdown in the second quarter.
The U.S. economy is moving slowly at a 2.5% growth rate, but doing better than other economies around the developed world. The U.S. has been able to produce this growth in a period when the fiscal stimulus is diminishing and we’ve seen a steep increase in taxes in the first part of 2013. The real positive news, as far as the U.S. economy is concerned, is that the real estate market continues to improve. (more…)
Filed under: Equity Market Insights, Europe, Macroeconomics, Marco Pirondini | Tagged: European markets, US GDP, Slow growth, Central Banks, corporate earnings, S&P 500 | Leave a Comment »
Posted on February 11, 2013 by Marco Pirondini
We’ve seen a lot of GDP data recently that, at first look, may seem a bit concerning. But if we take a moment for analysis, much of the news is actually good for the economy and the markets. (more…)
Filed under: Equity Market Insights, Europe, Marco Pirondini | Leave a Comment »