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Motion Simulating Progress
by Ralph Cole, CFA Executive Vice President of Research Talk, Talk, Talk It seems that every time you turn around, the Fed is trying to communicate information to the capital markets or to Congress....
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A Little Less Conversation, a Little More Action
by Ralph Cole, CFA Executive Vice President of Research A Little Less Conversation, a Little More Action The European Central Bank (ECB) finally stopped jawboning the markets this week and put into...
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Slow Ride
by Jason Norris, CFA Executive Vice President of Research Slow Ride This week, the World Bank lowered their global GDP assumptions for 2014 to 2.8 percent from 3.2 percent. The bank cited the BRICs...
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The Talking Heads
by Shawn Narancich, CFA Executive Vice President of Research A good indicator of financial markets adjusting to a slower rate of news flow is the frequency with which the same stories are replayed and...
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Slowdown?
by Jason Norris, CFA Executive Vice President of Research The first couple weeks of trading in October have been volatile, primarily on the downside. While the U.S. economy continues to print positive...
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Easy Money
by Ralph Cole, CFA Executive Vice President of Research The global economic expansion continues to run at very different speeds around the world. However, the common thread among most all developed...
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10 Investment Themes to be Thankful For
by Brad Houle, CFA Executive Vice President This week as we gather with friends and family to celebrate Thanksgiving we thought it appropriate to reflect upon recent investment themes for which we are...
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Federal Reserve Bank Basics
by Brad Houle, CFA Executive Vice President As investors we follow what the Federal Reserve does with a level of geeky interest generally only seen at a Star Trek convention. As a result, the Federal...
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One Thing Leads to Another
by Shawn Narancich, CFA Executive Vice President of Research Too Much of a Good Thing? As Europe begins to make a down payment on its one trillion euro quantitative easing program, the U.S. dollar’s...
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Inflation Is Like Wine
by Brad Houle, CFA Executive Vice President This week, a few of us at Ferguson Wellman had the opportunity to attend a lunch presentation where Dr. John Williams, president of the Federal Reserve Bank...
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The Time Has Come
by Shawn Narancich, CFA Executive Vice President of Research Awaiting Lift-Off Following last week’s solid jobs report, a clear plurality of investors now expect the Federal Reserve to raise...
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Back Where We Started
by Ralph Cole, CFA Executive Vice President of Research The S&P 500 rallied again this week and is back to even for the year. Our original outlook came under pressure from the first day of trading...
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High Hopes and Low Expectations
by Ralph Cole, CFA Executive Vice President of Research Someone once told me that the secret to a happy life is low expectations. While a melancholy motto, it aptly captures the mood of the current...
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Seasons of Change
by Shawn Narancich, CFA Executive Vice President of Research Too Quiet for Comfort After an unusually long spell of low volatility, stocks and bonds sold off in tandem to end a week that was...
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Change at the Earnings Margin
by Shawn Narancich, CFA Executive Vice President of Research More Than Meets the Eye Relatively modest losses in the S&P 500 this week masked enormous volatility in the pricing of underlying...
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Bond Vigilantes
by Brad Houle, CFA Executive Vice President This week the markets continued to digest the election news in an attempt to understand how the changes in government will impact the economy and markets....
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