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Arlington Econometrics

Fundamental. Innovative.

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Arlington Econometrics | arlingtoneconometrics.blogspot.com Reviews
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Arlington Econometrics | arlingtoneconometrics.blogspot.com Reviews

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Fundamental. Innovative.

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1

Arlington Econometrics: May 2015

http://arlingtoneconometrics.blogspot.com/2015_05_01_archive.html

Monday, May 18, 2015. Market Commentary for the week of May 18, 2015. Growth and interest rates usually fit hand-in-glove and are emblematic of demand for goods and funds. Logic dictates, however, that with interest rates low and demand un-impactful, the transition from recession to full-on economic boom will take some more time. Congress, and Federal legislatures worldwide, seem caught up in the notion of low debt, austerity, and tax fairness. Curiously, data reported last week confirmed that "small bus...

2

Arlington Econometrics: November 2014

http://arlingtoneconometrics.blogspot.com/2014_11_01_archive.html

Monday, November 24, 2014. Market Commentary for the week of November 24, 2014. A few weeks ago, a colleague stopped into my office, a copy of my current market commentary in his hand, and said to me, eyeing the piece of paper, " oh, so I see you're now getting bullish on the market". The point of telling you this anecdote is that I truly consider myself to be "market agnostic". In other words, my. I believe clients expect prudent asset allocation in their portfolios which accurately reflects their indiv...

3

Arlington Econometrics: March 2014

http://arlingtoneconometrics.blogspot.com/2014_03_01_archive.html

Monday, March 24, 2014. Market Commentary for the week of March 24, 2014. Stop Yellen at me. For those of us that have been around for awhile, we have come to recognize that each Federal Reserve Board Chairman has had a unique way of speaking and a unique personality. Remember the "Volcker Rules"? Well, last week we had a chance to take a measure of the person, and her language, who currently presides over monetary policy, Fed Chair Janet Yellen. Improvements in factors such as "easy money",. Should have...

4

Arlington Econometrics: February 2015

http://arlingtoneconometrics.blogspot.com/2015_02_01_archive.html

Monday, February 23, 2015. Market Commentary for the week of February 23, 2015. Globalization", a buzz-word of the 1980's, was supposed to be a good thing. Think about it.more markets open to more vendors, with profits not limited solely to one specific region. Unfortunately, we are getting a more comprehensive look at the real effects of this noble idea. We now know, firsthand, the pain that can be inflicted upon all economies when even one minor player fails to hold up its end of the bargain. To minera...

5

Arlington Econometrics: Market Commentary for the week of May 4, 2015

http://arlingtoneconometrics.blogspot.com/2015/05/market-commentary-for-week-of-may-4-2015.html

Monday, May 4, 2015. Market Commentary for the week of May 4, 2015. When the last Great Recession hit (2008) and it became clear that monetary policy along with severe fiscal policy measures were necessary to try to limit the damage to the economy, no one could have imagined or foretold of the remarkable stock market recovery that ensued. For quite some time, the averages have been far outpacing their historical rates of return. While fiscal policy will probably again be. The "what” of. All sectors have ...

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Monday, March 12, 2018. Market Commentary for the week of March 12, 2018. Let them eat cake. Recent political pronouncements and policy initiatives, combined with grim winter weather have put significant pressure upon raw materials prices. The market's fear is that burdensome cyclical pricing pressure might become systemic trends that would accelerate inflation in everyday products, including energy and food, thus undermining wage gains, consumer spending patterns, and global trade. While it is impossibl...

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