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Category Archives: Economic News
Weekly Economic Update
Data was mixed on the week, with retail sales disappointing, but surveys and sentiment still decent on the manufacturing/small business end. Equity markets deflected geopolitical concerns and gained, as did bond prices with interest rates falling a fraction of a … Continue reading
Posted in Economic News
Tagged 2nd quarter, Europe, interest rates, oil prices, sentiment
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Weekly Economic Update
Economic data reports for the week were relatively good, led by ISM non-manufacturing, factory orders and the Fed’s Senior Loan Officer Survey showing positive results. Stocks experienced a more volatile week as events in the Ukraine raised anxiety again, which … Continue reading
Posted in Economic News
Tagged Bank of Japan, China, ECB, economic data, equities, Erdogan, performance, Poland’s Prime Minister, the Bank of England, Ukraine, VIX
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Weekly Economic Update
A jam-packed week of economic data releases boosted by a faster Q2 real GDP growth rate, a stronger ISM manufacturing reading in July and upbeat consumer confidence levels. Weaker housing sales data in June, and in-line results for July’s payroll … Continue reading
Posted in Economic News
Tagged Charles Plosser, economic data, GDP, ISM manufacturing
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Fed Note
Fed Note: The Federal Reserve met today and proceeded according to the recent plan. The taper continued, with Treasury/MBS purchases being wound down from $35 bil./mo. to $25 bil./mo. At this pace, QE Fed buys should end by October. Other … Continue reading
Weekly Economic Update
Economic Update: Economic data was mostly focused on inflation and housing: CPI was up marginally, while housing stats were mixed—remaining below trend for an economic recovery. Stock markets were a mixed bag, with larger-cap stocks performing a bit better than … Continue reading
Second Quarter 2014 LSA Economic Update
Second Quarter LSA Economic Update July 22nd, 2014 LSA has posted the 2Q14 Economic update report. Here were some of the high level thoughts:
Posted in Economic News
Tagged 2Q14 Economic update, Inflation, interest rates, LSA, maximum employment
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Weekly Economic Update
Economic Update Economic data was mixed to positive on the week, with solid results in some portions of retail sales, as well as the Empire and Philly Fed surveys; while other data, such as housing starts and sentiment, lagged a … Continue reading
Weekly Economic Update
Economic Update It was a light week for economic data domestically, and little new geopolitical news. Equity markets sold off on the week, helped in no way by the troubles of the second largest bank in Portugal, which was having … Continue reading
Posted in Economic News
Tagged Argentina, Banco Espirito Santo, Bloomberg Commodities Index, Brazil, Dow Jones-UBS, economic data, Europe, Portugal
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Weekly Economic Update
Economic Update Economic data was mixed early in the short week, but several industrial indicators remained in positive territory and the Friday employment report boosted investor spirits. Stock markets gained on par with stronger sentiment. In line with this … Continue reading
Weekly Economic Update
Economic Update: Economic data was mixed, but survey responses showed stronger positive sentiment and housing appears to show some improvement. The final 1st Quarter GDP release was amended downward, but this was largely blamed on weather effects and appears to be … Continue reading
Posted in Economic News
Tagged 1st Quarter GDP, Bank of England, Commodities, Europe, Iraq, sentiment
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Weekly Economic Update
Economic Update: A very busy week boosted by stronger manufacturing reports from the Northeast region, better industrial production and tighter capacity utilization. Housing sales data were mixed: better sentiments from builders this month but weaker monthly housing starts and building … Continue reading
Posted in Economic News
Tagged bps, Fed, financial markets, Marketfield Asset Management, MSCI Europe
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FED NOTE
Fed Note: The FOMC concluded their June meeting today, again with little fanfare or surprise. The tapering process of winding down stimulative treasury/mortgage bond purchases will continue at a rate of an additional $10 billion/mo., which will bring overall purchases … Continue reading
Posted in Economic News
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