by
Bill Ehrman
Nothing moves markets more than when the heads of both the ECB and Federal Reserve Board speak about monetary policy and the economy. It certainly happened this past week!
by
Bill Ehrman
What you choose has direct bearing on your asset allocation, regional exposure and specific investments.
by
Bill Ehrman
Global economic growth is improving across many regions and will have lower highs and higher lows over the long term.
by
Bill Ehrman
Now that earnings results are in for many corporations, we can breath a sigh of relief as results, at least so far, are at or near expectations despite several headwinds.
by
Bill Ehrman
Sometimes, upsetting the status quo can be disruptive and disconcerting in the short term, but good for the long term. These types of disruptions are occurring now around the world.
by
Bill Ehrman
The U.S economy will resume faster growth in the spring, boosted by consumer spending, milder weather and some growth overseas.
by
Bill Ehrman
While many headwinds remain, the U.S. continues to improve its competitive position in the world and improve its operating efficiencies globally.
by
Bill Ehrman
The Fed is doing the right thing by remaining cautious, as it needs more proof that the economies both here and abroad are really doing better and are in recoveries that are sustainable.
by
Bill Ehrman
While the dollar strength is certainly not unexpected, the velocity of the gain has impacted the world's financial markets in various ways.
by
Bill Ehrman
The interrelationships of economies and financial markets around the world could not have been more evident than in this past week, but not all may be what it seems to investors, says Bill Ehrman.
