Category Archives: Market Review

One Man’s Opinion: The US Fed Is Focused On Wage Inflation; But Will They Remain Accommodative?

The recent market rally that took place, after the minutes from the Fed’s last FOMC meeting were published, was kind of a relief rally because most participants had expected the hawks to get their message out, like it happened on … Continue reading


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One Man’s Opinion: Is The Weak Labor Market Weighing On Inflation?

The March US nonfarm payrolls number was slightly disappointing as economists had forecast a higher reading although revised estimates for February came in better than expected. However, Randall Kroszner, a professor of economics at the Chicago University’s Booth School and … Continue reading


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One Man’s Opinion: Is The Debt Overhang Delaying The US Recovery?

US interest rates are expected to rise in the middle of 2015 or even later, though it would probably be appropriate to hold them lower a little longer than that, said Federal Reserve Bank of Chicago President Charles Evans. A … Continue reading


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One Man’s Opinion: Will The Fed’s Stress-Test Results Stimulate US Lending?

The latest stress test by the US Fed showed all but one of the 30 largest banks has enough capital to withstand a deep recession. Zions Bancorp was the only lender that came in below the Federal Reserve’s main capital … Continue reading


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One Man’s Opinion: Will Energy And Financial Services Drive US Growth Going Forward?

America’s potential GDP growth has been pegged at a dismal two percent, which could be unacceptable to many, including the US Fed. Aggregate supply-growth over time creates wealth, so if there’s less potential GDP, there’s less to share, which is … Continue reading


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One Man’s Opinion: Does US And European Corporate Credit Still Look Attractive?

10-year US Treasury yields have remained range-bound since June last year and the trading range has been very clear, varying between 2.5 and 3 percent, suggesting borrowing is back, said Anthony Crescenzi, a portfolio manager at PIMCO. The US economic … Continue reading


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