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The SVB Asset Management Q4 2013 Economic Report provides an analysis of economic and market factors that impact global markets and business health. This edition takes a deeper dive into the future direction of the Federal Reserve, the beginning of tapering and the uncertainty of increasing fed fund rates.
Healthy economic readings in Q4 capped 2013 on a high note bolstered by improving labor conditions and strong general economic growth.
Additional highlights of the report include:
• Domestic Economy: Rise in Housing (pg 8-9) - The consumer continues to benefit from rising home values, equity prices and an improved labor market.
• Federal Reserve: The Beginning of Tapering (pg 19) - Tapering of Treasury and MBS purchases is not slamming on the breaks, but slowly removing its foot from the gas pedal.
• Markets/Performance: The Great Rotation (pg 22) – The risk of money flowing out of bonds and into equities could present itself in 2014.
• Global Economy: Europe (pg 32-33) – Sustaining low growth levels; current account surplus keeping euro firm.
• Regulatory: Debt Burden (pg 38) – The debt ceiling continues to be a concern.
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