Category Archives: Market Review

One Man’s Opinion: Do European Bond Yields Indicate A Shift In Growth Expectations?

The big movements in global interest rates were really about changes in global expectations, particularly around longer term inflation expectations, which is partly related to the turnaround in oil prices and other developments such as shift in expectations for European … Continue reading

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One Man’s Opinion: Has Wage Inflation Stalled Because Of Weak Productivity Growth?

The latest nonfarm payrolls report indicate the economy rebounded in the second quarter, although productivity growth seems to have stagnated for some time now, said Ed Lazear, professor of economics at Stanford University. Creating more jobs without adding to productivity … Continue reading

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One Man’s Opinion: Are Policy Uncertainty And High Costs Holding Back The Investment Cycle Take-Off?

It’s true the US economy didn’t see the typical response that is witnessed when central banks initiate a zero interest rate policy, said Lindsey Piegza, chief economist at Sterne Agee. Normally, lowering of interest rate by the Federal Reserve would … Continue reading

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One Man’s Opinion: Can US Investors Shift To US Treasuries To De-Risk Portfolios?

In the first quarter, US markets witnessed lots of worries such as a stronger dollar, weak oil prices and the timing of an interest-rate liftoff; but that seems to fade away as the economy enters into the second quarter, said … Continue reading

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One Man’s Opinion: Is The Chinese Economy Experiencing A Fundamental Shift?

China’s old economic growth model is indeed running out of steam, and the Chinese government  is in the middle of transitioning to a new model which is not just based on low-cost, low-wage, labor-intensive, manufacturing for export and a whole … Continue reading

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One Man’s Opinion: Is The US Fed Is More Worried About The International Economy?

The latest Fed minutes show the central bank is in no hurry to raise rates, and the US central bank is likely to wait until 2016 before making any move, said Lindsey Piegza, chief economist at Sterne Agee. Right now … Continue reading

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