Tag Archives: Sam Wardwell

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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Central Bank Surprises: Is the FOMC Sounding an Alarm?

The Swiss were first, followed by the Indians, Canadians, Danes (3 times!), Japanese, and Russians (again last week) – central banks are changing policies without telegraphing their intentions in advance. In a period of rising central bank activism and high … Continue reading

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How Did Switzerland and India Surprise Currency Markets?

Both the Swiss and Indian banks surprised the markets last week by moving between meetings – upsetting the de facto status quo of recent years where policy moves were only announced at formal meetings. The Swiss National Bank (SNB) dropped … Continue reading

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The U.S. Economy – A December to Remember

On average, December has been good for the U.S. stock market, and this year should be no exception. The U.S. economy remains strong, despite weakness outside the U.S. (more on that below). Solid manufacturing data and an improving labor market … Continue reading

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