Bill Ehrman

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Tweeting Future Policy Impacts Mindsets Today

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The president-elect clearly plans to reduce taxes for individuals and corporations early in his term.

Muddling Through Works For Me

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The global economy, including the United States, is muddling through with growth well below potential, but better than a year ago.

Market Climbs A Wall Of Worry

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It seems to me that the "experts" are always following the market rather than anticipating where it will go.

The Cost Of Sending The Wrong Message

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The Fed needs to always exude confidence...

Patience And Liquidity

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The continued drop in commodity prices raised fears in the financial markets that global growth was slowing to a crawl. The result? Bond prices rose while stock prices fell.

Back In The U.S.A.

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My key takeaway from the events over the last several months is that there is no place like home.

Financial Markets Held Hostage

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The financial markets have been held hostage by the possibility of Greece defaulting on its debt obligations and the Fed raising rates and beginning its journey toward normalization.

Yellen Talks, Tsipras Balks

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Last week's major events support the view that globalization is a fact of life, influencing economies, financial markets and government policies everywhere to a greater extent every day.

A Steepening Yield Curve Is Good News

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Bonds will lose their luster as the yield curve steepens and there will be a rotation in the stock markets to companies that will benefit from the acceleration in global growth.

Cynical To A Fault

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The collapse of the financial markets in 2008 reinforced risk management to a fault and, as such, hedge managers as a group have underperformed the averages for the last seven years...

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