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Bond Market Perspectives | Week of September 15, 2014
Highlights Despite recent weakness, bonds continue to discount the pace and magnitude of Fed rate hikes. A few facets of this week’s Fed meeting may reveal whether the recent pullback in bonds continues to stabilize. Fed Nerves Bonds continue to exhibit nervousness ahead of this week’s Federal Reserve (Fed) meeting. Bond prices weakened for seven…
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Weekly Market Commentary | Week of September 15, 2014
Highlights Buying stocks after the various QE programs were announced by the Federal Reserve was generally a profitable decision for investors. To answer the question about whether the ECB programs will have the same impact on European stock markets, we point out some key differences between the United States then and Europe now. Next week,…
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Weekly Economic Commentary | Week of September 15, 2014
Highlights We continue to expect the Fed to again cut its bond purchase program and remain on pace to exit QE by year end. However, odds have increased that the Fed could change “something” at this week’s FOMC meeting, including omitting its promise to keep rates low for a “considerable time” or providing the public…
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Independent Investor | September 2014
Federal and State College Financial Aid Programs The cost of financing a college education can be daunting to many families. Although most colleges agree that the family should be the primary support vehicle, financial assistance does exist. In addition to private sources such as trade unions, fraternal or service organizations and professional associations, there are…
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Current Conditions Index | Week of September 8, 2014
How to Use the CCI The CCI is a weekly measure of the conditions that underpin our outlook for the markets and economy. It provides real-time insight into the trends that shape our recommended actions to manage portfolios and has proven to be a useful investment decision-making tool. This index is not intended to be…
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Bond Market Perspectives | Week of September 8, 2014
Highlights The combination of additional cuts to overnight borrowing rates and the announcement of the ABS purchase program was slightly more than expected from the ECB. Bond markets sent growth signals in response to ECB action in the form of higher yields, higher inflation expectations, and a steeper yield curve. Growth Signals Global bond markets…