Macro Economics Archive
Hatzius: Economy “Fairly Bad” Or “Very Bad” Next 6-9 Months
October 7, 2010 · Category: Macro Economics, Market Commentary
We see two main scenarios for the economy over the next 6-9 months — a fairly bad one in which the economy grows at a 1½%-2 percent rate through the middle of next year and ...
Posted by Greg Feirman · No Comments »
The BOJ Goes QE
It is an extraordinary measure for a central bank, particularly the purchase of financial assets to encourage the decline in risk premiums. To be explicit on that point and to extensively influence market interest rates ...
Posted by Greg Feirman · No Comments »
Fed “Prepared To Provide Additional Accomodation”
The Fed opened the door to QE2 in its statement today by describing inflation as "at levels somewhat below those the Committee judges most consistent with its mandate" and saying it is "prepared to provide ...
Posted by Greg Feirman · No Comments »
Hedge Fund Manager Daniel Loeb, Former Obama Supporter, Blames Policy For Economic Stagnation
On Friday, hedge fund manager Daniel Loeb, manager of the $3.3 billion Third Point Partners, sent his second quarter letter to his partners. The letter, which criticizes heavy handed government policy for stifling economic recovery, is causing a ...
Posted by Greg Feirman · No Comments »
Kyle Bass: Investing For Armageddon
August 17, 2010 · Category: Macro Economics
(Via The Pragmatic Capitalist)
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Fed Downgrades The Economy; Cisco Corroborates
August 13, 2010 · Category: Federal Reserve, Macro Economics, Market Commentary, Stocks, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
When John Chambers Speaks, People Listen
The primary driver of today's selloff is concerns about Cisco's (CSCO) forecast. Cisco reported a good quarter after the close yesterday, even though revenues of $10.84 billion fell $40 million short of analyst estimates. But ...
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Top Gun FP Client Note: Unusually Uncertain
August 4, 2010 · Category: Europe, Federal Reserve, Macro Economics, Market Commentary, Politics, Technical Analysis, Top Gun Financial Planning
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The economic outlook remains unusually uncertain.
- Ben Bernanke, Semiannual Monetary Policy Report To ...
Posted by Greg Feirman · No Comments »
Mega-Banks Increasing Market Share; The Economy Of Pull
The financial-overhaul bill that will be signed into law by President Barack Obama on Wednesday won't address one of the most far-reaching consequences of the recent crisis: Market power is concentrating in the hands of ...
Posted by Greg Feirman · 1 Comment »
Top Gun FP Client Note: The Fundamentals Versus The Technicals
July 15, 2010 · Category: Business and Investment Philosophy, Fundamental Analysis, Macro Economics, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · 1 Comment »
