Author Archives: Mike Dueker

An alternative path for investors to follow

Posted on November 17, 2011 by

A few weeks ago in The New York Times, former chair of the Obama Administration’s Council of Economic Advisors, Christina Romer, proposed that the Fed institute a 4 1/2 percent target path for the level of nominal GDP, with a … Continue reading →

Posted in Capital markets insights, Economy, Investing | Leave a comment

Federal Reserve Open Market Committee minutes suggest little appetite for additional QE

Posted on October 13, 2011 by

In the weeks prior to the September meeting of the Federal Reserve Open Market Committee (FOMC), it was intimated that the Fed would pursue what’s known as “Operation Twist.” Essentially, this means the Fed will use proceeds from the sale … Continue reading →

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Where’s the stress? Why I don’t see an imminent U.S. recession

Posted on October 11, 2011 by

My colleagues over at the Econbrowser blog – UC San Diego Economics Professor James D. Hamilton and University of Wisconsin-Madison Professor of Public Affairs Menzie Chinn – recently asked me to share my views on the topic that the financial … Continue reading →

Posted in Economic and Market Insights, Economy, Markets | Leave a comment

Things that cannot go on forever don’t

Posted on September 27, 2011 by

As I mentioned in my last blog entry, understanding the consequences of a financial crisis and debt problems still leaves unanswered a larger question of whether a demographic-induced period of economic stagnation—a la Japan—awaits the United States. Recently, I wrote … Continue reading →

Posted in Capital markets insights, Global economy, Markets | Leave a comment