Date: June 2014

7 posts in June 2014

24Jun

Janet Yellen’s Report Card

Listening to FOMC Janet Yellen’s press conference last week, we were struck by the same comment that the always-insightful Gavyn Davies noticed: When we see some conflict between achieving the two objectives …we would consider … just how far we are from achieving each of the objectives and if the distance from achieving an objective…

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24Jun

Stock market rally is more than a big number: Investment News interviews Rob Stein

“We think the probability is high for risk assets to appreciate over the next several quarters because of economic fundamentals. We have a pretty low hurdle of what we need fundamentally from the economic data to continue to push stock prices higher.” (READ MORE)

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23Jun

Stocks climb in face of global upheaval: Investment News ft. Rob Stein

The market’s resilience should be considered against the backdrop of what is now a stronger U.S. economy than it was just a few years ago. (READ MORE)

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23Jun

Just a Regular Day of Record Highs, No Big Deal: The Street ft. Rob Stein

Despite the shadow of tension in the Middle East, Astor Investment Management CEO Robert Stein assures the economic fundamentals remain sound. “Drama, politically, sometimes causes markets to correct or have spikes and volatility so that could happen but I would suggest … that [it] would not derail where the expected path is for risk assets…

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17Jun

Will tumult in Iraq unnerve clients?: Investment News ft. Rob Stein

“These same geopolitical events against a different economic backdrop would produce different outcomes.Right now the U.S. economy is solid, even if it isn’t accelerating the way it could be. But a few years ago, this same news out of the Middle East would have a much larger impact on the markets.” (READ MORE)

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16Jun
3Jun

S&P 500, Dow retreat from records as stocks edge lower: MarketWatch live blog ft. Rob Stein

The economy is growing very slowly, but still growing. The fact that the economy contracted in the first quarter does not matter at this point because it is not the beginning of the recession, as there is enough evidence of a snap-back in the second quarter.(READ MORE)

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