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Monthly Archives: August 2011

Good Night, Irene

Federal Reserve (Fed) Chairman Ben Bernanke’s widely anticipated speech in Jackson Hole, WY last Friday (August 26) apparently struck just the right tone for markets. The speech allowed market participants to look ahead to several key economic and policy events this week, including…

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www.mwboone.com/library/Weekly_Economic_Commentary_8_29_11

 

Eurobonds: A Potential Positive Not Lost in Translation

Last week, Federal Reserve chairman, Ben Bernanke delivered his speech from the Fed’s Jackson Hole conference, the event that helped to turn around last summer’s fear of recession. While people along the eastern seaboard lined up at stores on Friday, August 26, to buy batteries and bottled water in anticipation… 

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www.mwboone.com/library/Weekly_Market_Commentary_8_29_11  

 

Is it Justified?

Investor pessimism is not just evident in ultra-low Treasury yields but also in economically-sensitive bond sectors, such as corporate bonds, and high-yield bonds in particular. In last week’s publication we discussed the pessimistic implications embedded in current Treasury yields. This week, we take a closer look into…

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www.mwboone.com/library/Bond_Market_Perspective_8_25_11

 

Recession…Or Not?

Another week, another dramatic plunge in global equity markets, as market participants continue to price in another recession. While the odds of a recession in the United States continue to rise (mainly due to a lack of confidence and decisive policy actions, the plunging stock market, and a likely recession in Europe), we continue to believe that the U.S. economy can avoid a recession…

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www.mwboone.com/library/Weekly_Economic_Commentary_8_23_11

 

A Recession of Confidence

In contrast to last week’s market performance, the U.S. economic data released was generally solid. Shipping traffic, business lending, mortgage applications, industrial production, retail sales, initial jobless claims, corporate earnings reports, and the consumer price index all came in with solid growth readings…

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www.mwboone.com/library/Weekly_Market_Commentary_8_22_11

 

Pessimism & Opportunity

Treasuries moved to price in a recession following a volatile week in financial markets that led to strong safe-haven related gains. Turmoil in Europe and recent action from the Federal Reserve (Fed) clouds interpretation …

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www.mwboone.com/library/Bond_Market_Perspective_8_16_11

 

Summer Roller Coaster

Summer is a time when many Americans seek out amusement parks for the thrills of riding a roller coaster. The climbs and drops at high speed deliver an exciting mix of fear and exhilaration. But knowing the extent of the highs and lows…

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www.mwboone.com/library/Weekly_Market_Commentary_8_15_11

Kings of the Wild Frontier

Figurative coonskin cap on head, I echo the sentiments of Davy Crocket – Indian fighter, Alamo defender and Tennessee Congressman – not necessarily in that chronological order. The debt ceiling…

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www.mwboone.com/library/Pimco_Kings_of_the_Wild_Frontier

Double Dip?

After last week’s dramatic market plunge and the downgrade of United States debt to AA+ from AAA by Standard and Poor’s, policymakers at home and abroad will be on the spot this week, as the economic data fades in importance, at least in the United States. The data that is due out in the United States this week…

To see the rest of this article, please click on the link below: www.mwboone.com/library/Weekly_Economic_Commentary_8_8_11

The Downgrade: What You Need To Know

Despite passing the debt ceiling and spending cut deal anticipated by the markets, last week’s data and events pulled bond yields lower and left the S&P 500 now down about 10% from this year’s high. This slide may seem all too familiar. Market participants are worried….

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Weekly_Market_Commentary_8_8_11