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Library » April 2015 Perspective

April 02, 2015 | Market Commentary

While recent economic data has been generally solid in an absolute sense, results consistently fell short of consensus expectations during the first quarter of 2015. Loyal readers of the Perspective will recall the nearby image. It illustrates the inclination of economic observers to extrapolate …

Library » April 2015 Update

April 01, 2015 | Market Commentary

Market Forces What’s Driving Markets? Depending on who you ask, you are likely to get a variety of answers as to what moved financial markets during the first quarter of 2015. One person might answer that it was oil prices; another might answer that it was the U.S. dollar; a third might answer …

Library » March 2015 Perspective

March 04, 2015 | Market Commentary

The U.S. Economy With the current U.S. economic expansion nearing its sixth birthday, employment remains one of the most deeply scrutinized areas among investors and policymakers alike. Data within January’s employment situation report from the Bureau of Labor Statistics (BLS) offered a recent …

Library » February 2015 Perspective

February 04, 2015 | Market Commentary

The U.S. Economy The influence of two pronounced trends that developed during 2014 is now appearing in U.S. economic growth data as well as quarterly earnings releases across much of the corporate sphere. One such trend was the significant drop in oil prices; for the fourth quarter, it was a key …

Library » January 2015 Update

January 06, 2015 | Market Commentary

Market Forces Oil Prices Fall The “Beverly Hillbillies” was a sitcom that ran on CBS from September of 1962 thru March of 1971. During its run in the 1960s, gas prices were less than $0.50 per gallon, the typical motor vehicle averaged about 12 miles per gallon, and nearly everyone could recite …

Library » January 2015 Perspective

January 06, 2015 | Market Commentary

The U.S. Economy The U.S. economy expanded faster than originally thought during the third quarter 2014 according to the most recent GDP growth estimate from the Bureau of Economic Analysis. Domestic output adjusted for inflation rose at a 5% annualized rate from July through September. This …

Library » January 2015 YourShare

January 05, 2015 | Market Commentary

Lower Gas Prices Unshackle Consumer Spending The usual flow of monthly information on the domestic economy did not reveal any major surprises over the past few weeks. U.S. retail sales rose 0.3% during October, erasing declines from September that were similar in magnitude. Of the 13 main retail …

Library » December 2014 Perspective

December 03, 2014 | Market Commentary

The U.S. Economy The usual flow of monthly information on the domestic economy did not reveal any major surprises over the past few weeks. U.S. retail sales rose 0.3% during October, erasing declines from September that were similar in magnitude. Of the 13 main retail categories tracked by the …


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