Market Blog
July 7, 2010

Review of the Second Quarter 2010

As the quarter opened, optimism regarding the global economic recovery helped propel equity and commodity markets to pos...

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June 21, 2010

China Indicates Confidence in Global Growth

On June 19 the Peoples Bank of China announced that it was removing the peg between the yuan (100 yuan = 1 renminbi) and...

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June 8, 2010

Small Business Confidence Rising; ISI Remains Optimistic

We share the view of most economists that the major deterrent to a strong and sustainable U.S. economic expansion is the...

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May 24, 2010

Global Financial Market Turmoil

We are troubled by the recent turbulence in global stock, bond, commodity and currency markets. Especially disturbing is...

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May 14, 2010

Fed Watch

In recent Outlooks and blogs, we have emphasized the importance of Federal Reserve policy in influencing the direction o...

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May 12, 2010

International Stock Markets: Searching for Goldilocks

Heading into 2010, we shared the view of a majority of international investors that the best performing stock markets th...

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