Category Archives: Economic News

Chart of the Week: Is this the Biggest Threat to the US Economy?

The surge of the US dollar is beginning to be crowned by some as the biggest threat to the economic recovery.  Although the rise is significant, this chart shows that the US Dollar Index is essentially in line with the … Continue reading

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Weekly Economic Update

Economic Update 2-23-2015 Economic data on the week was mixed to lower, with several key surveys and housing reports coming in weaker than expected. Perhaps more severe winter weather in recent weeks played a bit of a role, and/or we’re … Continue reading

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Weekly Economic Update

Economic Update 2-16-2015 In a moderately quiet week for economic releases, retail sales disappointed last month on a headline level due to lower gasoline prices. However, price recovery in recent weeks may have weighed on fickle consumer sentiment. Global equity … Continue reading

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Weekly Economic Update

Economic Update 2-09-2015 It was a relatively busy week for several economic reports, including a lackluster but positive ISM number and an employment report that came in better than expected. U.S. equity markets rebounded strongly higher on the week with … Continue reading

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Chart of the Week: Volatility and the Stock Market

Chart of the Week: Volatility and Stock Returns This chart shows S&P 500 annual average returns relative tovolatility measured by the VIX Index. Currently, the VIX is hovering around a comfortable reading of 18, just shy of its average reading … Continue reading

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Chart of the Week: A Tale of Two Economies

Chart of the Week: A Tale of Two Economies This week’s chart comes straight from the Wall Street Journal that featured the research findings of Barry Cynamon of the St. Louis Fed and Steven Fazzari of Washington University in St. … Continue reading

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Fed Note

Fed Note: The January FOMC meeting ended without incident, and without major change in strategy or language, as expected.  There are four new FOMC voting members this year, but this didn’t change the overall tone (no dissenters this time).  In … Continue reading

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Weekly Economic Update

Economic Update 1-26-2015   A light week in U.S. economic data was dominated by housing numbers, which came in a little better than expected. The bigger news came from Europe, where the ECB announced a large quantitative easing program of … Continue reading

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Chart of the Week: Lowest Deficit in US Since 2007

Chart of the Week: Closing the Gap? A $2 billion surplus capped off a year that ended with the smallest deficit in the US since 2007, which preceded the $800 billion spending stimulus that started the Obama era. During this … Continue reading

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Weekly Economic Update

Economic Update 1-12-2015 The economic news of the week was led by a somewhat disappointing ISM non-manufacturing report early, Fed minutes that were largely as expected and a mixed employment report with stronger payrolls but weaker wage growth. Equity markets … Continue reading

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Chart of the Week: Passive over Active?

Chart of the Week: Risks of Index Investing With the industry buzzing about the shortcomings of active management, it has never been more important to make clients fully aware of the risks of passive investing. This chart shows that, since … Continue reading

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Weekly Economic Update

Economic Update 1-5-2015 The most closely-watched economic releases were the ISM Manufacturing survey and Chicago PMI, which fell from last month and under expectations. Housing/construction data was mixed, while consumer confidence was a bit better. Ending the year, both U.S. … Continue reading

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