2016 Recap

2016 Recap

The Markets as of January 3, 2017 What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to stocks. By the end of the year, they were quite optimistic and preferred stocks to bonds. In between, markets...
Changing Market Leadership Reflects Growth Expectations

Changing Market Leadership Reflects Growth Expectations

IS IT A CYCLICAL ROTATION? Economic growth may not be predictable, but it tends to follow a pattern that is known as a business or economic cycle. Periods of recession (when the economy contracts) are followed by periods of growth (when the economy expands). Some...
Where’s the Business Investment?

Where’s the Business Investment?

WHY AREN’T AMERICAN BUSINESSES INVESTING? For quite some time, American consumers have made the largest contribution to U.S. gross domestic product (GDP) growth. During the second quarter of 2016, personal spending and exports made positive contributions to GDP. These...
Central Banks vs. Rates

Central Banks vs. Rates

Not perhaps as good a riddle as Golem asked Bilbo on their first meeting, but try this brain tickler: In July 2016, there were four. In June 2016, there were 10. Since 2008, there have been 673! What are they? If you guessed central bank rate cuts, you are on the...
Who Is Growing Fastest?

Who Is Growing Fastest?

WHICH COUNTRY IS GROWING FASTEST – HAS THE WORLD’S FASTEST GROWING ECONOMY? We all know China’s growth is slowing. Last week, China’s Vice-Premier Zhang Gaoli indicated the country is on pace to match its growth target of 6.5 percent to 7.0 percent for...
Markets Up To Mother’s Day

Markets Up To Mother’s Day

Markets Up To Mother’s Day Reading economic portents can be tricky. For example, do signs that economic growth is slowing – like last week’s employment report, which was anemic relative to consensus forecasts, and first quarter’s gross domestic product (GDP)...

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