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  LAST WEEK IN THE MARKETS AND THE ECONOMY   To all clients: One good set of economic data, and everything turns around!  Friday’s labor market report was not great.  But it was better than Read more…

An interesting week, this past one. Economic news was, on balance, not good. Yet investors’ reactions were muted, and the market did, shall we say, okay. (more…)

The last week-to-ten days witnessed a host of US macro-economic data releases, plus dramatic events in Europe and a mind-boggling loss at the largest US bank. Is there a wonder the markets were so volatile?! (more…)