Tag Archives: Sam Wardwell

Slippery Stretch Last Week: Blame it On the Weather?

Several economic indicators, including retail, housing and industrial data, were soft last week, in part – possibly – due to the weather. Slightly Soft Retail Sales: Probably don’t reflect a lack of consumer buying power as much as a preference … Continue reading

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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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