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A New Range For TIPS Yields? October 10, 2013

By Knowledge Leaders Team in Uncategorized

Even after the non-taper and government shutdown, TIPS yields are holding at an elevated level relative to recent trends.  Have TIPS yields reset to a new range?

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European Stock Performance Led By High Dividend Companies October 10, 2013

By Knowledge Leaders Team in Uncategorized

Over the last month, the European telecom, utility and financial sectors have been the leadership groups within the MSCI Europe Index. Interestingly, these three sectors are the highest yielding sectors in Europe. Stock performance seems to reflect the strength in the Euro/USD.

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BOE decision October 10, 2013

By Knowledge Leaders Team in Uncategorized

Without any decisive economic data to influence its actions one way or another, the BOE opted to maintain its benchmark rate and the level of its bond-buying program:

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Stock Valuations and US Male Employment October 10, 2013

By Knowledge Leaders Team in Uncategorized

For the last 20 years, valuations on the S&P 500 have correlated pretty well with the 25-54 year old male participation rate in the US.  The now 13-year old structural bear market in the US is easy to see.  The recent turn down in this participation rate suggest caution on equity valuations.

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