QE Cubed: A Modest Proposal for More Fed Buying. A Lot More.

March 8, 2013 12:57 by Terry Christenberry in Economy, Financing  //  Tags:   //   Comments (0)
Worried about the US budget deficit? David Kemper, Chairman of Commerce Bank sets forth an ingenious tongue in cheek solution, that is short but fun read. [More]

Can the Fed Ever Remove Stimulus?

February 22, 2013 11:37 by Clayton Reeves in Economy, Financing  //  Tags:   //   Comments (0)
An important topic for bankers, investors and citizens alike is the future active role of the Fed in the market place.  The actions of Bernanke & Co. have a material impact on what sort of lending and borrowing environment we operate within.  We've gone through several speeches and stages of quantitative easing (QE).  At first the question was, "When will QE stop?"  Then, it transitioned to, "Will QE ever stop?"  Finally, we are at the crossroads of "Can QE ever stop?" There is more to it than just hitting an on/off switch; the balance sheet of the Fed is now an albatross of securities that if sold could wreak havoc on other yield products.  AMG has done a great job of summarizing and discussing these issues.   Read more here.

Is the End of the Bond Bubble Finally Here?

February 12, 2013 15:27 by Bill Conway in Economy  //  Tags:   //   Comments (0)
If you do a quick google search for "end of bond bubble," you see just how loud the calls are for the end of what is now a 30+ year bull run in the bond market. I guess if you keep shouting it every year, you will eventually be right. So, is the media right and this is finally the year that it ends? [More]

Shiller on the Housing Recovery

February 12, 2013 15:11 by Bill Conway in Economy  //  Tags: ,   //   Comments (0)
Much of the recent enthusiasm about the economy has been driven by improvement in the housing market. In fact, some markets in California even have reports of some good old fashioned (as in mid 2000s) bidding wars. However, Robert Shiller (as in Case-Shiller home index) says we shouldn't get too carried away just yet. [More]

Economic Dashboard - January 4, 2013

January 10, 2013 10:05 by Jill Mortensen in Economy  //  Tags: , , ,   //   Comments (0)
The following is the Economic Dashboard for January 4, 2013.

China & It's Deal Appetite

December 12, 2012 11:35 by Bill Conway in Capital Markets, Economy, Financing, M&A  //  Tags: , ,   //   Comments (0)
The combination of access to capital and global opportunities is going to be fun to watch as China companies, funds and investors target US entities. Many foreign companies are willing to consider Chinese partners, but the fact that four-fifths of the Chinese acquirers are state-owned enterprises, may prove challenging in getting deals done. Dealmakers suggest China companies pursue minority interests as a means of satisfying their buying urge. [More]

Manufacturers: EPA regulations Will Severely Harm Economic Growth

Further regulations on manufacturers in a challenging economic environment will cause a ripple effect, having a negative effect on job creation and growth opportunities, in addition to the staggering cost of compliance.  To read more on the subject, click here.  

Economic Dashboard - November 30, 2012

December 4, 2012 13:39 by Jill Mortensen in Economy  //  Tags: , ,   //   Comments (0)
The following is the Economic Dashboard for November 30, 2012.  

Economy - September 28, 2012 Dashboard

October 1, 2012 15:46 by Jill Mortensen in Economy  //  Tags: , ,   //   Comments (0)
The following is the Economic Dashboard for September 28, 2012.

Commodities Dashboard - September 21, 2012

September 21, 2012 13:13 by David Patterson in Agriculture, Economy  //  Tags: , , , , ,   //   Comments (0)
The following is the Commodities Dashboard for September 21, 2012.          

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