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China Indicates Confidence in Global Growth June 21, 2010

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

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Small Business Confidence Rising; ISI Remains Optimistic June 8, 2010

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

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Global Financial Market Turmoil May 24, 2010

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

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Fed Watch May 14, 2010

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

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International Stock Markets: Searching for Goldilocks May 12, 2010

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

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Global Growth Accelerating April 23, 2010

In yet another indication that the global economic recovery is gaining momentum, the International Monetary Fund (IMF) has a...

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Review of the First Quarter 2010 April 7, 2010

Global stock markets in the U.S. and abroad weathered a temporary setback in January and early February and then rallied to ...

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