Fed Rate Hike Not Likely in June

by Laura Ehrenberg-Chesler on May 21, 2015

in Fed policy,interest rates,Uncategorized

We try not to post/re-publish articles from the “Wall Street Journal”, but I thought this was a good synopsis of the thinking of the Federal Reserve on the topic of whether or not there will be a rate hike in June; just in case our readers missed it.

Just follow the link.


Japan is Doing Better

by Marilou Long on May 20, 2015 in Economic Indicators

  Japan’s GDP grew at the fastest pace in over a year during the first quarter.  From the linked Reuter’s article: The world’s third-largest economy expanded at an annualized rate of 2.4 percent in the first three months of this year, beating a median market forecast for a 1.5 percent increase and a revised 1.1 […]

Read the full article →

Twenty Big Stories – courtesy of BusinessInsider

by Marilou Long on May 13, 2015 in equity market

BusinessInsider has a thought-provoking post this morning titled The Global 20: Twenty big stories that define the world right now.  Here is an abbreviated listing of some of the stories: 1. China is asserting its power 3. Genetics is becoming a mature field 4. Nigeria is a demographic power house 8. Market liquidity is drying […]

Read the full article →

Another good San Antonio story

by Laura Ehrenberg-Chesler on May 12, 2015 in lifestyle

From time to time I have put a blog post up about San Antonio, and what a great city it is.  So here is another story, something that happened to me over the weekend. My mother in law passed away just over a week ago.  As a result of her illness, and passing, we have […]

Read the full article →

Ed Yardeni – The World is Flat

by Marilou Long on May 6, 2015 in Employment

  Today’s Yardeni Research Morning Briefing has a very interesting take on income inequality: In 2005, Thomas Friedman published his international best-selling book, The World Is Flat: A Brief History of the Twenty-First Century. He argued that globalization, i.e., the integration of national economies through free trade, was leveling the commercial playing field. It would lead […]

Read the full article →

The short lived commodity “super cycle”

by Laura Ehrenberg-Chesler on May 1, 2015 in Commodities

Commodities prices are often used as a proxy for the health of the global economy.  This past Tuesday, Ed Yardeni had an interesting take on the commodity “super cycle” and the implications for its shorter life this go around. “Malthus was wrong, according to a 4/25 WSJ article titled “World Awash In Too Much Of […]

Read the full article →

China Plans a New Round of Easing

by Marilou Long on April 28, 2015 in Debt

  It appears that China is going to follow the European Central Bank in addressing its long term debt problems by helping lenders restructure debt in order to increase lending and boost their economy.  From the linked WSJ article: China’s central bank is planning to launch its own version of innovative credit-easing programs adopted by […]

Read the full article →

Capital Spending and the War on Cash video

by Laura Ehrenberg-Chesler on April 24, 2015 in Economic Indicators

This morning on CNBC, Rick Santelli had an interview with Peter Boockvar of The Lindsey Group.  They discussed the drop in capital spending, negative interest rates, and the War on Cash which I found interesting and a bit unnerving.  I thought the video was worth linking  here on our blog. To Peter’s point, it is not good when the government […]

Read the full article →

Low Oil Prices are Crashing Venezuela’s Economy – courtesy of Stratfor

by Marilou Long on April 14, 2015 in Energy

The fifty percent decline the price of oil has geopolitical implications in addition to hurting earnings.  From the linked Stratfor article on the impact of low oil prices on Venezuela: The country relies on the import of basic goods to meet its needs, but those imports have been declining for the past two years. In […]

Read the full article →

Another Great Retail Experience

by Laura Ehrenberg-Chesler on April 9, 2015 in lifestyle

A few weeks ago, I blogged about two great retail experiences I had over President’s Weekend.  So, I decided to share one more.  In this case, the company is Warby Parker.  It is not yet publicly traded, but will be one to watch when and if they decide to take it public. Warby Parker is a […]

Read the full article →