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Tapering vs. Tightening; Optimism Remains
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 - Apr 20, 2014

The agenda for the April 15-16, 2014, research conference hosted by the Federal Reserve Bank of Atlanta has been released. Readers who are seriously concerned about monetary policy; the questions ...

 
Less Fragile EMU = Stronger Euro
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 - Apr 20, 2014

The euro is strong because it is in demand This is the price of success for the European authorities and firstly the ECB The European Central Bank (ECB) does not have a mandate to manage the exchange...

 
The IMF Judges Carefully The Recovery
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 - Apr 20, 2014

Measured optimism in WashingtonThe World Bank and International Monetary Fund (IMF) spring meetings in Washington provide an occasion every year to bring together a varied group of actors and ...

 
Fed: In No Hurry To Tighten
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 - Apr 20, 2014

Inflation bounced back in March, as downward base effects are fading. This is, however, not the sign of inflationary pressures building up as core inflation remained unchanged at 1.6%. The whole ...

 
European Elections: Liberals And Social-Democrats Neck-And-Neck
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 - Apr 20, 2014

European parliamentary elections will be held between 22 and 25 May in the European Union’s 28 member states. A look at the powers at play…S&D, EPP: balance of powers…The ...

 
Netherlands: Recovery At A Slow Pace
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 - Apr 20, 2014

■ Around mid-2013, economic recovery set in. Confidence is back: for consumers as the housing market turned around and for manufacturers by the improvement in world trade.■ Nevertheless, some ...

 
UK Housing Bubble Or Something Else?
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 - Apr 20, 2014

Home prices in the UK continue to rise to new highs, exceeding the pre-recession peak. The price increases started in London and have now spread nationally. Many families are quickly being priced out ...

 
The Week Ahead: Will Optimism Return?
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 - Apr 20, 2014

Some weeks feature a contrast between past and future -- a possible inflection point. Here are the current elements: Important economic data with a forward look; Earnings news from major companies ...

 
The Total Return Roller Coaster: An Updated Look
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 - Apr 20, 2014

Note from dshort: I received a recent email requesting an update to my Total Return Roller Coaster series. I've now updated the charts below based on monthly data through the March close. Here's an ...

 
Joe Sixpack Not Sharing In Productivity Gains
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 - Apr 20, 2014

Recent posts have shown that productivity gains are not being reflected in Joe Sixpack's paycheck. Follow up: The proof of this is shown in charts and statements such as the following: So where are...

 
Chicago Fed National Activity Index: March 2014 Preview
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 - Apr 20, 2014

The three-month average of the Chicago Fed National Activity Index (CFNAI) is expected to decline slightly to -0.26 in the March update that’s scheduled for release on Monday (April 21), according to...

 
Company Notes: Slow Loan Growth Function Of Demand
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 - Apr 20, 2014

The Macro Outlook Comerica's (NYSE:CMA) banking customers are more optimistic, but still hesitant to make investments “Our customers and that is they are mildly or modestly more optimistic, but they ...

 
US Economic Profile
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 - Apr 18, 2014

So much for pessimism. Most of the key economic reports for March are in and the general message looks encouraging… again. You can never say anything definitive about the business cycle in real time, ...

 
A Short Note On Good Friday
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 - Apr 18, 2014

Most of the world's markets are closed, but there are a few developments to note. First, a few Asian equity markets were in fact open and most posted small gains. The Shanghai Composite is an ...

 
Historical Market Comparisons Are Meaningless
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 - Apr 18, 2014

As Chief Strategist for STA Wealth Management I start each and every day by consuming copious amounts of a heavily caffeinated beverage and a data feed from a litany of web and blog sites. Over the ...

 
No One Will Ring The Bell At The Top
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 - Apr 18, 2014

The market has had a rough start of the year flipping between positive and negative year-to-date returns. However, despite all of the recent turmoil from an emerging markets scare, concerns over how ...

 
Philly Fed Business Outlook Again Beats Forecast
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 - Apr 18, 2014

Note from Doug: Having lived for two wonderful years in Paoli, PA, a suburb west of Philadelphia just south of Valley Forge, I have a special interest in this regional indicator. But, more ...