Tag Archives: inflation

3 Things that Could Make European QE More Likely

1. Economic data and Political Instability: Recent economic data continues to disappoint. Meanwhile, the political situation in Russia could create adverse headwinds for surrounding economies, notably Germany. The ECB should surely be concerned by these developments.

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OPEC + Central Banks = Volatile Markets

Last Week in the Capital Markets OPEC’s failure to cut production shocked the market: Commodities: On Thursday, OPEC didn’t cut production. WTI crude lost $7 on Friday, ended the week down $10 to $66 (lowest since 2009). Gold fell $21 … Continue reading

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Last Week: Headwinds for the ACA, Headway for U.S. Consumers

In a surprise decision last week, the Supreme Court decided to rule on a critical challenge to the Affordable Care Act (ACA). As you may recall, the language of the ACA explicitly stated that federal subsidies would be available to … Continue reading

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When it Comes to the Markets, Maybe Some Rain is a Good Thing?

Not surprisingly, we’re seeing a market correction. My metaphor for this is – If you go a month without rain, you’re due for some, but there can be no certainty about when it will actually start raining. We’d gone a … Continue reading

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A Strong Employment Report…But Not Strong Enough to Change Fed Policy

Last month, I said the “weak” job report would not deter the Fed. Despite a strong monthly employment record for September, the Fed did not accelerate its pace of tightening. The data can be volatile, and seasonal factors (e.g. local schools … Continue reading

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