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Clear Harbor Flash – Market Moves
The first three weeks of the New Year have offered plenty for market participants to digest, with many concerns outlined in our Clear Harbor 2016 Outlook abruptly coming home to roost. U.S. and global economic data continues to underwhelm across multiple metrics, particularly manufacturing activity, inflation expectations, credit health, earnings, and investor and consumer confidence. The International Monetary Fund and the World Bank have reduced their global growth estimates accordingly.
Clear Harbor Q2 Outlook: Still Pushing on a String
As we’ve seen before, flat headline results from some benchmark indexes for the first quarter through March 29th mask significant day-to-day volatility, concerns about the underpinnings of economic growth, and the creeping limits of monetary stimulus. Indeed, years after the “Big Bang” events of March 2009, a combination of low, zero, and now even negative interest rates remain the primary nudge to risk-taking—in effect, pushing on a string in hopes of stirring global growth.
Clear Harbor CEO Interviewed on Bloomberg TV