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Grading The Fed’s QE Program | Weekly Economic Commentary | May 18, 2015
With six months of economic and market data since the end of QE, we assess the latest round of the program that ended in October 2014.
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Letterman Tribute: Top 10 Keys For Stocks | May 18, 2015 | Weekly Market Commentary
This week we pay tribute to David Letterman’s last Late Showwith our own top 10 list: the top 10 keys for stocks.
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Taper Tantrum Redux | Bond Market Perspectives | May 12, 2015
Unlike the taper tantrum, which was driven by fears over the end of Fed stimulus, the current pullback is being driven by a position imbalance in our view.
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Earning Recap: Good Enough? | May 11, 2015 | Weekly Market Commentary
The S&P 500 is on track to post year-over-year earnings growth of about 2% in the first quarter–a solid result considering the significant drags from the oil downturn and strong U.S. dollar.
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Watching Wages | Weekly Economic Commentary | May 11, 2015
While wage growth has been tepid recently, 67 industries have seen wages increase at double the average (21% per annum), with good old American know-how roles well represented.
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Search for Income | Q1 2015
The Search for Income publication is a quarterly guide to our top ideas for income producing securities and strategies.