Global Economy

March 27, 2014

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Cross-Currents Affecting the Markets We see many cross-currents that are currently, or soon will be, affecting U.S. and European markets and thepsychology of investors: Positives: 1. Money is leaving money market funds and moving into stocks in a big way....
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March 06, 2014

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Regulatory Burden, Productivity Growth, and Jobs At the Davos meeting of the World Economic Forum, economists and market participants are surveyed, among other things, about the regulatory burdens faced in their countries. The results of this year’s survey, like those of the...
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November 7, 2013

As the Trauma of 2008 Fades in the Rearview Mirror, How Much Longer Before Businesses Act in a More Growth-oriented Manner? U.S. business is growing slowly, and Business Confidence is returning. 1. The U.S. economy is poised to grow at a...
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October 17, 2013

Global Economics Provides Reasons to Be Bullish, But Politics Poses Downside Risk As we write this, Capitol Hill’s partisan bickering and rancor have reached the conclusion we anticipated. We don’t believe that the conflict which monopolized headlines for the past two weeks...
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