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Posts Tagged ‘John Ryding of RDQ Economics’

John Ryding Provides ‘Sense on Cents’

Posted by Larry Doyle on February 1st, 2010 8:54 AM |

For those who missed my interview last evening with Wall Street’s top economist, John Ryding of RDQ Economics, I am happy to provide a synopsis. To listen to the entire show (John comes on 15 minutes into the show), you can access it here.

Feedback from those who listened to the show has been fabulous. John’s career as a central banker, both in the U.K and U.S., and top rated Wall Street economist is beyond compare. He provided a wealth of “sense on cents” to our audience last evening. I thank John for his time and am thrilled to have brought him to Sense on Cents.

Let’s navigate the economic landscape guided by John Ryding. I interpreted John’s views as such:

1. 4th Quarter GDP: the 5.7% pace reflected in the report from this past Friday is most likely unsustainable. Why?   (more…)

NQR’s Sense on Cents with Larry Doyle Welcomes John Ryding, Sunday Night at 8pm ET

Posted by Larry Doyle on January 30th, 2010 8:07 PM |

UPDATE: This episode of NQR’s Sense on Cents with Larry Doyle has concluded. You can listen to a recording of the episode in its entirety by clicking the play button on the audio player provided below. Once the audio begins, you can advance or rewind to any portion of the episode by clicking at any point along the play bar.

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4th quarter 2009 GDP came in at 5.7%. November’s employment report showed a gain in jobs. Consumer confidence increased in January. Are these readings to be believed? Will the positive trend continue?

On the flip side of the coin, new home sales in January came in much less than expected. Durable goods orders also disappointed. Jobless claims remain stubbornly high.

What is really going on in the economy? Where can you go to make sense of it all and most effectively navigate the economic landscape in the process? You have come to the right place as this Sunday evening from 8-9pm No Quarter Radio’s Sense on Cents with Larry Doyle Welcomes John Ryding of RDQ Economics.  What can we learn about about RDQ and John Ryding? (more…)

January 2010 Market Review

Posted by Larry Doyle on January 30th, 2010 10:49 AM |

As January goes, so goes the year.

Does this adage hold water? The market direction for the year is correlated approximately 70% of the time with January’s move. I certainly would not make investment decisions based purely upon that rule of thumb. The rule did not hold in 2009 as major equity averages were down 8% last January. That said, 2009 was anything but a normal year given the massive economic and market supports implemented by Uncle Sam.

What rule of thumb would I recommend? Read and review Sense on Cents regularly to most effectively navigate the economic landscape. On that note, let’s review the market moves for January. The figures provided are month end statistics for the respective markets, then month-to-date and year-to-date returns. (more…)

Markets Fading the 4th Qtr GDP Report

Posted by Larry Doyle on January 29th, 2010 2:55 PM |

The 4th quarter GDP report came in this morning at a surprisingly strong 5.7%. However, like many other things in this Uncle Sam economy, not everything is as it appears. For that very reason, I wanted to wait to write about this report until I monitored the market’s reaction. Let’s navigate.

The question for the economy, and in turn the markets, is to what degree the supposed growth embedded in the 4th quarter GDP is sustainable. To determine that, people need to appreciate the fact that this 5.7% GDP figure was driven to a large extent (60%) by a slowing in the drawdown of inventories. Are you scratching your head wondering what that means? Let’s just reduce it to the fact that drawing down inventories is not exactly a driver of growth at all. (more…)






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