Tag Archives: US GDP

Are Low Job Claims an Omen for Faster Job Growth?

Last week in the capital markets was a “risk-off” week. We saw more signs that manufacturing is driving moderate economic growth. There was also some good news for the “residential investment” component of gross domestic product (GDP). It’s shaping up … Continue reading

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Did Fears of the Fed Spark Bond Market Selloff?

Last week in the capital markets: Bonds sold off globally in the week before the Fed meeting. It was a quiet week for economic news, and the geopolitical front was relatively quiet (less fighting but more sanctions in Europe, moving … Continue reading

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Signs Point to Continued Slow Growth Ahead

Last week’s data provided a mixed picture of the economy. Businesses produced more, but demand growth was soft. That combination suggests slower future economic growth, not acceleration (but still growth, not recession). Some points to note: The NFIB Small Business Optimism … Continue reading

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The FOMC Holds Steady as Markets Hit a “Tipping Point”

  Observations on the Capital Markets – Week Ended August 1, 2014 The FOMC met last week, expressed satisfaction and maintained course. While their policy decisions (continue the taper—now $25b—and keep the Fed Funds rate where it is) were no surprise, the … Continue reading

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U.S. Forecast Update: Growth, Inflation and Central Bank Policy

Pioneer’s Head of Global Asset Allocation Research, Monica Defend, along with U.S. and Latin America Global Asset Allocation Research Economist, Annalisa Usardi, recently released an update on the U.S. economy. The update was based on the Bureau of Economic Analysis’ … Continue reading

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