Category Archive for "Economy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Top Economic Risks: 7 Charts You Should Be Watching

Should the Fed be worried about inflation? Or is deflation the real enemy? The Federal Reserve Board, aka the Fed, has been hinting at raising short term interest rates sometime in 2015. However, are we in a position yet to handle the economic risks associated with a rising interest rate environment? Even the Fed has recently lowered its GDP forecast for 2014-2016.
I have highlighted some important key economic charts you should be watching throughout the rest of this year

Some Quick Thoughts On The Market

Despite worries about the price decline in small cap stocks earlier this year and a poor 1st quarter GDP report, the equity markets are still continuing to rise in an orderly fashion. S&P 500 - Still Trending The S&P 500 index's upward trend from its February low still remains in place. At this point, the price action is reflecting ...

Will Rising Oil Prices Delay The Fed?

The escalating conflicting in Iraq has global investors worried that oil prices will continue to rise into the summer travel season. Will rising oil prices delay the Fed, or worse, impact growth for the remainder of 2014? Tensions In Iraq Oil prices have started to rise aggressively since militants led by ISIS - the Islamic State in ...

Quick Update On Those “Quit Rates”

In September, I wrote a post on the Yellen Fed and how the addition of the "quit rates" data point may impact the Fed's decision in 2014: To get an idea of what Ms. Yellen thinks about the current state of the economy, we should look to “quit rates”. Yellen has been a fan of the quit ...