Economics

January 22, 2016

/ /
Posted By
/
Comment0
/
Categories,
How Fast Will the Fed Raise Rates? The “dot plot” of the Federal Reserve shows how the opinions of various FOMC participants stack up, and is published after each meeting.  December’s dot plot suggests that the majority is anticipating four...
Read More →

October 09, 2015

/ /
Posted By
/
Comment0
/
Categories
What Is Going On With the U.S. and World Economy? There are times when things with which I am very familiar are reported in the financial media with 80% accuracy. And there are other times when things with which I am...
Read More →

October 23, 2014

/ /
Posted By
/
Comment0
/
Categories,
The European Central Bank buys securities from banks. Under Mario Draghi, the European Central Bank has embarked on its boldest stimulus yet — expanding its balance sheet by purchasing various kinds of asset-backed securities from Eurozone banks. We applaud Draghi’s determination, and...
Read More →

October 17, 2014

/ /
Posted By
/
Comment0
/
Categories,
Falling Oil  Oil continues its sharp decline, driven by seasonal factors, although a strong U.S. Dollar and global growth slowdown fears are also involved. Oil companies have been hurt, and the U.S. consumer is benefitting from cheaper gasoline. Although the strong Dollar...
Read More →

October 02, 2014

/ /
Posted By
/
Comment0
/
Pay attention: the U.S. Dollar’s rise is critical for investors. The U.S. Dollar has broken out against other developed-market currencies.  Although the Dollar may fall for a short period of time over the next few weeks, its longer term trend is higher....
Read More →

September 19, 2014

/ /
Posted By
/
Comment0
/
Categories,
Is an Education Gap Fueling Income Inequality? 2014 has been the year of “income inequality.” French economist Thomas Piketty’s massive book Capital in the 21st Century was published in English, and strangely rose to the top of the bestseller lists (something...
Read More →

September 04, 2014

/ /
Posted By
/
Comment0
/
Categories,
The S&P Hits 2000 Why is the market moving slowly ahead when so many naysayers are calling for a crash, and when so many trouble spots are festering in the world? We all see the fighting — problems in Syria, Iraq,...
Read More →

August 28, 2014

/ /
Posted By
/
Comment0
/
Categories,
China Deepens Reform and Privatization of State-Owned Enterprises We wrote a few weeks ago that events in China show Xi Jinping decisively consolidating his power — specifically, the downfall of Zhu Yongkang, a former member of the Politburo Standing Committee and...
Read More →

August 22, 2014

/ /
Posted By
/
Comment0
/
Categories,
What Is the Bond Market Telling Us? Interest rate levels have been confounding many professional investors around the globe. U.S. government benchmark 10-year interest rates began 2014 near 3.00 percent, but they have been sliding back to about 2.40 percent recently. The...
Read More →

August 15, 2014

/ /
Posted By
/
Comment0
/
New BRICS Institutions Highlight the Changing Global Financial Order Leaders of the BRICS nations — Brazil, Russia, India, China, and South Africa — have taken a decisive step to increase their clout in global finance and reduce their dependence on financial...
Read More →
Privacy PolicySEC Filing / ADVLegal Notice/DisclaimerPolicy for Global Market Commentary Subscribers