Tag Archives: Slow Growth

A Flat Market Year-to-date

If one was fortunate enough to avoid the noise of the first three months of the year, one could point to a flat equity market for the year-to-date (YTD) with the 10-year treasury yield declining from 2.24% to 1.91% as the yield curve flattened. Most were not fortunate enough to avoid the noise and the […]
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Markets are Macro Right Now, but the Details Don’t Support Those Bets

Just a few observations: Volatility I was waiting for the numbers this morning. As one can see, the US consumer seems to be doing just fine. They are actually buying real goods and services, taking advantage of increased income, transportation costs are down, and there is a generally okay outlook. I think we are seeing […]
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Employment Triggers a Green Light for a Fed Rate Hike, but…

It’s still a slow growth environment. Inflation is low. Investors can expect continued performance dispersion. Employment is off the table for the Fed As mentioned in our earlier video blog the November employment gain of 211,000 combined with the upward revisions totaling 35,000 for September and October certainly took the employment issue off the table as a […]
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