As good as July was for stocks, the markets gave much of it up in August with S&P 500 down around -3% and EAFE down almost -2%.  Bonds fared little better as the broad US-based Barclays Aggregate and 10-year European-wide sovereigns each lost -1% and the JP Morgan Emerging Market…

With only three FOMC meetings left this year, professionals and consumers patiently await to hear how the Fed will approach the current signs of an “improving” economy. Most recent economic data shows that America’s jobless rate has fallen nearly a percentage point over the last year, home construction has accelerated…

July was a good month for risk, with the S&P 500, EAFE and the S&P GSCI all up around 5% for the month.  Bonds at least treaded water, as US bonds as represented by the Barclays Aggregate squeezed out a 0.1% positive return and European sovereigns at +0.8%.  The animal…

  Ben Bernanke dealt the markets a body blow with his vision to end the current round of QE – markets may be able to handle turning off QE in concept but Bernanke’s details were just too much to ignore.  It took a full cohort of central bankers to reassure…