Tag Archives: inflation

Russia: Where might we be wrong?

As the last hours of the year slip through our hands, it is sometimes important to remind ourselves that today’s gallstones can become tomorrow’s pearls. This time last year, we expected the Federal Reserve to begin to raise rates, as … Continue reading

Posted in Emerging Markets, Markets, Uncategorized | Tagged , , , , , , , | Leave a comment

As 2014 Winds Down, the ‘Santa Claus Rally’ Rolls On

Final Q3 U.S. GDP growth was revised up 5.0% last week, at the fastest pace in 11 years (since Q3 2003). A revision up from 3.9% to 4.3% was expected. Through three quarters of the year – including the weather-impacted … Continue reading

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

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.

Posted in Fixed Income, Industry Insights, Uncategorized | Tagged , , , , , , , , | Leave a comment

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

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

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

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