Tag Archives: china

Quarterly Outlook Summary

The markets and the economy continue to muddle along although with some volatility. Even though the Federal Reserve has raised short-term interest rates one notch, longer term rates surprisingly declined slightly. Try as they might, the cannot generate any inflation … Continue reading

Posted in commentary, economics, growth, inflation/deflation, interest rates, monetary policy, outlook, stocks | Tagged , , , , , , | Leave a comment

Quarterly Outlook Summary

The economy continues to grow. Unemployment is low and interest rates remain at zero. On the downside, labor force participation is the lowest since the 1970’s and continues to decline. Unemployment is declining because prospective employees have stopped looking for … Continue reading

Posted in commentary, currencies, economics, fiscal policy, interest rates, outlook | Tagged , , , , , , , , , , , | Leave a comment

2014 Year-end Summary

As discussed recently, the economy has been slowly gathering momentum. It is still far from operating at full capacity. Despite the respectable unemployment numbers, over the last five years millions of workers have left the workforce and are now only … Continue reading

Posted in commentary, economics, fiscal policy, inflation/deflation, interest rates, markets, outlook | Tagged , , , , , , , , , | Leave a comment

Will There be an Actual Policy Response for a Global Slowdown?

By Kiron Sarkar May 31, 2012 May was indeed a terrible month for equities. Asian, European and US markets declined by 8%, 7% and 6% respectively. The dreadful PMI numbers in China and Europe, combined with the much, much weaker … Continue reading

Posted in asset allocation, commentary, currencies, economics, financial crises, growth, inflation/deflation, interest rates, markets, money supply, outlook, politics | Tagged , , , , , , , , , , , , , , , | Leave a comment

Quarterly Summary to Clients

After a tumultuous past year, the markets have begun performing relatively well, recovering somewhat from many of the uncertainties and risks in the economy as the economy itself slowly recovers. But despite a good first quarter, the risks remain. Employment … Continue reading

Posted in asset allocation, commentary, economics, markets, outlook, politics | Tagged , , , , , | Leave a comment

Does Federal Debt Really Matter?

By Cullen Roche January 24, 2012 There’s been a raging debate among mainstream economists over the last few weeks regarding government debt and whether it matters or not. The issue was highlighted in today’s NY Times in an article by … Continue reading

Posted in currencies, economics, inflation/deflation, uncategorized | Tagged , , , | Leave a comment