Tag Archives: Outlook

Monday Morning Market Update

Posted in Economic growth, Market cycle, Market update
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Kids either have already returned to, or are returning to school this week. With the start of a new school year we go through the planning process to make sure they have the right supplies, clothes, shoes and electronic devices. Then the most important family event of the new school year takes place[...]

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Monday Morning Market Update

Posted in Economic growth, Economic news, Macro-economic news, Market cycle, Market update, Stocks
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By the numbers Economic data last week included the U.S. trade balance, initial jobless claims, import/export price change, the producer price index, National Federation of Independent Business (NFIB) Index and the University of Michigan consumer sentiment indicator. We have discussed the fact[...]

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Monday Morning Market Update

Posted in Economic growth, Economic news, Macro-economic news, Market cycle, Market update, Stocks
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Markets are Man Made Perhaps the current economic cycle is more like the Fukushima disaster than originally thought. Last week an independent Japanese Parliament inquiry into the disaster released their findings and noted that it was “more man made” and also a result of “government mismanag[...]

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Monday Morning Market Update

Posted in Economic growth, Economic news, Macro-economic news, Market update
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Are European Policy Makers Ahead of Those in the US? Italy’s soccer team was able to oust Germany from the Euro Cup last Thursday, the same day Italy’s Prime Minister Mario Monti was able to extract some concessions from Germany’s Chancellor Angela Merkel. The proposed agreement allows the [...]

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Monday Morning Market Update

Posted in Bonds, Economic cycles, Economic growth, Economic news, Macro-economic news, Market cycle, Market update, Stocks
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Downgrades. Last week was an important one for banking, public and private.  The Federal Reserve Bank downgraded their view of U.S. economic and employment growth prospects.  The rating agencies downgraded many money center banks in a move that was widely expected.  The G20 took time out from [...]

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Monday Morning Market Update

Posted in Bonds, Economic cycles, Economic growth, Economic news, Macro-economic news, Market cycle, Market update
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In The Streets. The Greece vote is in and the New Democracy Party and Pasok look like they will be able to form a coalition government having a majority in Parliament. The left wing party hoping to earn enough votes to derail the current plan, agreed to by last year’s government, did not garne[...]

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Monday Morning Market Update

Posted in Bonds, Economic cycles, Economic growth, Economic news, Macro-economic news, Market cycle, Market update, Stocks
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Crisis? At least not this week. Markets have been pricing in a scenario where growth in the US moves from the 2 to 3% level toward 0 to 1%, or near recessionary levels while the recession in Europe worsens significantly. In addition, the concern surrounding a decline in China’s growth rate as[...]

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Keeping an Open Mind!

Posted in Bonds, Economic cycles, Economic growth, Economic news, Investment managers, Macro-economic news, Market cycle, Market update
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Last week’s economic news, coupled with the continued concerns coming out of Europe provided the catalyst for an equity market sell-off and a historic rally in bond prices that brought Treasury yields to historic lows. Unemployment figures were disappointing and on the heels of a downward revisi[...]

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Economic Comments

Posted in Bonds, Economic cycles, Economic growth, Economic news, Macro-economic news, Market cycle, Market update
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I hope everyone had a great long weekend. My family and I went to a “Dells” waterpark, my first time at one of these aquatic money draining places. While we were there I noticed an item that reminded me of the economic situation in Europe. High above the kids water park is a very large bucket [...]

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Economic & Market Review

Posted in Bonds, Economic cycles, Economic growth, Economic news, Macro-economic news, Market cycle, Market update, Stocks
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If you are not following the Decorah eagles you should take a look http://www.ustream.tv/decoraheagles. The Raptor Project has a “nest cam” placed above this eagle’s nest streaming video 24/7. For the last two months my family and I have followed the progress of the three eaglets hatched in M[...]

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