Bulletins

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September Outlook_Will China Overshadow the Fed - Thumb 1
4 pages

The Global Stock Market Shock August 2015 - Thumb 1
6 pages

Federal Reserve Policy in Flux June 2015 - Thumb 1
4 pages

Will Iran Become A Successful Emerging Market - Thumb 1
5 pages

The Feds Decision to Taper - Thumb 1
6 pages

While the Fed's decision to begin tapering in December drew the most media attention, the large turnover on the FOMC will have large policy ramifications going forward.

Will the Fed Taper on December 18th - Thumb 1
5 pages

Recent positive economic data releases have materially increased the likelihood that the Fed will start tapering its quantitative easing program in December.

Will a Stock Market Crash Be Needed to Resolve the Fiscal Gridlock in Washington - Thumb 1
7 pages

If the Democrats and Republicans cannot agree on a debt ceiling deal, a recession is a more likely outcome than a default in the near term.

May Employment Report-Moderate US Growth Outlook Still Intact - Thumb 1
2 pages

Following a series of disappointing economic reports, the most recent employment report allayed fears that the moderate recovery in the US economy was faltering.

The US Economy After the Election - Thumb 1
3 pages

Barrack Obama's reelection will ensure that many of his first term initiatives will persist and that the Fed's QE policies will continue unabated.

Bulletin-The Outlook for US Profits-2012- Thumb
5 pages

Corporate profit growth in 2012 will continue to be positive, but changes to fiscal policy loom as a major risk.

Bulletin-The Eurozone Summit Could Disappoint Investors- Thumb
5 pages

The large number of thorny issues that need to be resolved ensures that the likelihood of a disappointing outcome from the EMU summit is higher than currently thought.

Will Ben Bernanke's Jackson Hole Speech Disappoint the Financial Markets?- Thumb
3 pages

Despite hopes for an announcement of a new round of quantitative easing, Ben Bernanke is unlikely to make such an announcement at the upcoming Jackson Hole conference.

Could the Debt Ceiling Negotiations Cause a Recession?- Thumb
7 pages

The intractability of both Republicans and Democrats on the fiscal cliff is increasing the likelihood of an impasse that could lead to a drop in output in the US economy.

Did Small Business Depress the June Employment Report- Thumb
6 pages

Small businesses and state and local governments continue to drag down job growth in mid-2011.

2011_Bulletins_Bulletin-Will Fiscal Policy Depress the US Economy in 2012- Thumb
4 pages

The US economy will be forced to endure the most severe fiscal consolidation in six decades in 2012 if Congress does not take action to avert the looming crisis.