Tag Archives: Sam Wardwell

The Oracle Has Spoken: Fed Maintains a Dovish Tone

The minutes of the March 17-18 Federal Open Market Committee (FOMC) meeting were generally interpreted as dovish and showed continuing divisions within the Fed as to when hikes should start, and it still seems far from a consensus to act. … Continue reading

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U.S. Economy: Soft Patch or Weakening?

Over the past six months, the dollar has appreciated around 15 percent against a basket of currencies. If sustained, the International Monetary Fund (IMF) estimates that U.S. GDP growth and inflation would each be around 1% lower than otherwise. In … Continue reading

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Congress and the Economy Advance, Market Takes a Breather

Both the House and Senate passed budget resolutions but they still have to reconcile them. This is huge progress relative to the gridlock that prevailed in prior years. Additionally, the House passed “doc fix” legislation, which will end the annual … Continue reading

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Celebrate Good Times, Come On!

Last week the markets celebrated a dovish message from the Fed. The Fed says it is neither “patient” nor “impatient”… but doves were pleased. You can find the reaction of Pioneer’s Chief Investment Officer, U.S., Ken Taubes in his recent … Continue reading

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The Fed is Waiting Patiently…Are You?

The FOMC’s January meeting didn’t break new ground; I’m waiting for the March press conference for any significant action to be discussed. As we know, patience continued to be the theme, as the Fed signaled a rate hike before June … Continue reading

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