Tags » Slow Growth

It's DeJay Vu All Over Again

Old man C.J. had a farm
And on that farm he built a ranch        
With a moo-moo here, and a lima bean there…
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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. 1,404 more words

Market Outlook

Will We Survive Slow Growth - February 14, 2016

The lead package of the March/April 2016 issue of Foreign Affairs, available on ForeignAffairs.com tomorrow, deals with the slow-growth world. To complement the individual articles, we decided to ask a broad pool of experts for their take.  89 more words

Point Of Interest

Markets are Macro Right Now, but the Details Don’t Support Those Bets

Just a few observations:


I was waiting for the numbers this morning. As one can see, the US consumer seems to be doing just fine. 765 more words

Market Outlook

One month and winning.

I’m staring at the most beautiful little boy in the world.  He is looking at me, (or around me?), it doesn’t matter, he hears my voice! 599 more words

February 6, 2016: When Buy and Hold Fails

This week we revisited the Trump decision to not participate in the last Iowa debate and his subsequent second place finish in the Iowa caucus. There is now much debate about whether this hurt him significantly in Iowa. 552 more words


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… 1,539 more words

Market Outlook