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An Important Risk-Off Shift Could Pressure Growth Stocks

The investment management business isn’t always as great as the industry is made out to be. For most professional investors, days are filled …

Zero Is The New Normal For Fed Policy

The Fed punted on raising rates yesterday, but that didn’t stop it from raising its estimate of GDP growth for 2015… slightly. The …

So Sayeth The Fed

The Federal Reserve left the Fed funds target at 0-25 bp.  It recognized continued improvement in the US economy but raised the level of …

Last Minute Thoughts on the Fed

The much awaited FOMC meeting is here. Discussions appear to revolve around two main questions.

Philly Fed Index Turns South in September

Economic Update: Philadelphia Fed Index According to firms responding to this month’s Manufacturing Business Outlook Survey, manufacturing activity in the Philadelphia Fed region …

Why Is Ray Dalio Worried?

Katherine Burton of Bloomberg reports, Ray Dalio Is Worried About Next Downturn as Fed Prepares Move: Ray Dalio, founder of $154 billion Bridgewater …

Comparing 2015 To Past Market Bottoms

Heading into trading on September 16, 2015 the S&P 500 was 14 trading days removed from the August 25 low. From a trend …

Rationalizing The Case For A Rate Hike With Models

The Federal Reserve may or may not raise interest rates today—the mystery will be solved when today’s policy announcement hits the streets at …

Fed Decision Day Is Finally Upon Us

The long-awaited September FOMC meeting is finally upon us. And if history is any guide, there is little doubt that today’s decision will …

Janet Yellen Just Doesn’t Factor

By Jeffrey P. Snider When I wrote on Friday that I was encouraged for the first time in years over the combined rise of …

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