The weekly commentary is a review of current activity in global financial markets, with an emphasis on the U.S. fixed income market. Breaking news and market reactions form the core of this commentary.
December 12, 2014
- The Fed prepares to take a “considerable” step
- We could be in for another round of emerging market volatility
December 5, 2014
- Oil isn’t the only commodity enduring a significant correction
- The European Central Bank moves closer to QE
- The U.S. is nearing full employment, but inflation holds the key to monetary policy
November 21, 2014
- Mixed fortunes drive the outlook for holiday spending
- The Fed and Bank of England are working harder to achieve consensus
- The dollar has a long way to strengthen before it impairs U.S. growth
November 14, 2014
- Falling oil prices produce gain… and pain
- Brazil’s post-election challenges
- The Fed may seek to overshoot its inflation target
November 7, 2014
- The mid-term elections: A new cast faces old problems
- Japan: Kurodas Halloween surprise
- The U.S. has very solid job growth but not much wage growth
October 31, 2014
- The ECBs stress test is a positive but only first step
- Falling oil prices are a two-way street for the U.S.
- Ebola has proved contagious to body and mind
October 24, 2014
- Inflation is falling, but it wont go through the floor
- Income inequality is affecting consumption categories
- Do new mortgage lending rules strike the right balance?
October 17, 2014
- The markets correction has many scratching their heads
- Russias economy is feeling a pinch but not real pain
- Long-term remedies will be needed to secure U.S. budget health
October 10, 2014
- Hong Kong gets occupied
- U.S. corporate taxes: Fact, fiction and framing
- Has the U.S. Treasury blunted the Fed's QE program?
October 3, 2014
- What is a good monthly U.S. payroll number?
- The September U.S. job data were strong but may not move the Feds needle
- Falling inflation and inflation expectations will keep central banks from tightening