13 Oct

End of an Era

October 13, 2014Printer-Friendly Version“An era is ending: for over half a decade, nearly worldwide, zero interest rates suppressed volatilities. That is over. More and exciting volatilities lie ahead.” – David Kotok, October 5, 2014The third quarter ended eventfully with a resurgence in world-wide volatility in stock prices, interest rates, currencies and commodities. This volatility carried over into October as most days so far the Dow has experienced 100 to 200 point swings rather routinely. A lack of global liquidity has also created a resurgence of volatility as the Federal Reserve wraps up its quantitative easing (QE) program. It’s no secret that QE aids global l…

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22 May

Stock Market Returns & GDP Growth

Posted by hancockp Categories: Stock Market Economics GDP Emerging Markets IMF GMO

In my last article, I summarized the most recent World Economic Outlook from the IMF. In that report, IMF economists stated:The global recovery is expected to strengthen, led by advanced economies. Growth in emerging market and developing economies is expected to pick up only modestly.The gap between developed and emerging growth is expected to narrow, but for the most part, emerging economies are expected to have higher growth rates in the future. Some investors may infer that higher economic growth should translate to better equity market performance. There have been a number of studies on the correlation between…

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