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Boeckh Investment Letter

Investment and economic commentary by J.Anthony Boeckh and Robert Boeckh

Quarterly Asset Allocation: March 2013

Macro Themes

  • The outlook for global growth is improving, but still weak enough to warrant ongoing central bank monetary expansion and interest rate suppression.  The ECB will have to respond to catastrophic eurozone unemployment and growing social unrest by stepping up asset purchases this year, after a hiatus in the past few months.
  • The global debt crisis is in a long work out situation and will require price inflation and creditor suppression to shrink the real value of debt.  It is an experiment with a very uncertain outcome.
  • Weakness in emerging market and eurozone economies will be a drag on global growth near term and will ease demand for commodities, helping to keep a lid on inflation.

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The Boeckh Investment Letter is a comprehensive service that provides analysis of factors affecting financial markets and broad investment recommendations* within an asset allocation context.  The service includes 12 to 18 issues per year (approximately every 3 to 4 weeks), depending on market conditions, i.e., changes in views, important new developments, etc.

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