Category Archives: Market Review

One Man’s Opinion: Have Inflation Expectations Shifted Due To Lower Oil Prices?

Federal Reserve Chair Janet Yellen may not be as polished as her global counterparts, but she surely managed to get the US central bank’s message across despite the initial reaction that her press conference Thursday was clumsy and messy, said … Continue reading

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One Man’s Opinion: Has The ECB’s Stimulus Program Failed To Drive The Eurozone’s Real Economy?

The looming elections in Greece have triggered higher volatility across asset classes as they remind of the so-called “Grexit” (Greece exit from the EU) episode that played out in 2010-11. The first round of Presidential election will be held next … Continue reading

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One Man’s Opinion: Are The Real Job Gains For November Higher Than Reported?

Despite the solid November nonfarm payroll report, the “doves” of the Federal Open Market Committee are likely to “shake it off” because policy makers tend to always remind investors one report doesn’t make a trend, said Carl Riccadona, an economist … Continue reading

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One Man’s Opinion: Should Investors Prepare For A Higher-Rate Environment Next Year?

Black-Friday might be an interesting event to measure consumer confidence in the US and increasingly in Europe, but it’s the central banks that investors really need to watch, said Niall Quinn, managing director at Eaton Vance Management. The strong consumer … Continue reading

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One Man’s Opinion: Do China, Japan And Europe Need To Undertake Structural Reforms To Realize True Potential?

The People’s Bank of China (the Chinese central bank) cut interest and deposit rates to boost growth Friday. China has a political problem and Chinese leaders need economic growth to provide legitimacy for the communist party, said Jamie Metzl, Senior … Continue reading

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One Man’s Opinon: US Markets Historically Have Performed Better With A Democratic President And A Republican Congress

US equities will only get stronger from here and the strongest six months is yet to come, said Sam Stovall, Chief Equity Strategist at Standard & Poor’s. The seasonal period of November through April has outperformed May through October by … Continue reading

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