Operation Twist 2 – Federal Reserve Shifts Bonds
Sep21

Operation Twist 2 – Federal Reserve Shifts Bonds

On 9/21/2011 the Federal Reserve’s Federal Open Market Committee (FOMC) announced it will: • Extend the average maturity of its existing holdings of Treasuries. • Swap $400 billion worth of shorter-term maturity Treasuries /government bonds with longer-term Treasuries by the end of June 2012. • Reinvest principal payments from agency mortgage-backed debt/securities back into mortgage-backed securities. • Maintain near zero fed funds...

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Recommendations For Investors On U.S. Debt Deal Uncertainty
Jul31

Recommendations For Investors On U.S. Debt Deal Uncertainty

With just two days left for the U.S. to raise the debt ceiling, investors are unsure of what to do about the situation and a potential U.S. debt default.

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2011 Mid-Year Canadian Economic Update & Outlook
Jun01

2011 Mid-Year Canadian Economic Update & Outlook

In the first half of 2011 Canada’s economy saw modest improvement, but was pressured by high unemployment, prices, increasing imports, and household debt.

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Bank of Canada Maintains Rate At 1% – 5/31/2011
May31

Bank of Canada Maintains Rate At 1% – 5/31/2011

On 5/31/2011, The Bank of Canada (BoC) announced it is maintaining its overnight interest rate at 1%. The Bank Rate is correspondingly 1.25% (1 1/4 percent) and the deposit rate is 0.75% (3/4 percent).

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2011 Mid-Year U.S. Economic Update & Outlook
May30

2011 Mid-Year U.S. Economic Update & Outlook

The U.S. economy expanded 1.8%, the unemployment rate edged up to 9.0%, U.S. government debt situation worsened during the first quarter of 2011.

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2011 Mid-Year Investment & Economic Update Intro
May30

2011 Mid-Year Investment & Economic Update Intro

The general outlook for for the remainder of 2011 has not changed much from the 2010 Outlook. Earlier this year I had written detailed 2010 reviews & 2011 outlooks, for the bond market, currencies, and mergers & acquisitions (M&A).  My intention was to distance them from the commonly published (and relatively useless) “outlook” and prediction, or “best places to put money this year 2011” type articles.  However, there is...

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