In this month’s report we will discuss the implications of negative interest rates and the ability of Central Banks to stimulate a weakening economy and stock market. This question may be answered in coming weeks as there is consensus building in the economic community that the Fed is poised to initiate another round of Quantitative [...]
During the past several weeks market volatility has increased as well as a potential change in market leadership. As we make portfolio adjustments to align with these changes, we thought a brief update was in order.
In this month’s Consilience Market Notes we will discuss the challenges dealing with the market’s perception vs. reality when interpreting government statistics and a potential “Lehman moment” lurking on the horizon and the possible unexpected favorable ramifications as “bad news” continues to be viewed as ”good news” by investors. .
Here’s to another exciting year in the financial markets! Wouldn’t it be exciting if the Fed actually reversed course and re-introduced another round of “panic buying” through their QE mechanism? Although not a forecast, this is certainly a possibility if the financial markets resume their October - December decline. In this month’s report, we will [...]