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Yellen Blinks?: Trading Themes for March 1, 2014

Yellen Blinks?: Trading Themes for March 1, 2014

6 Years ago | March 01, 2014 00:00:00


Janet Yellen Blinks?

We mentioned last week that we had become leery of weather as an excuse for the recent weakness in U.S. data over the past several months. We indicated that the explanation might have made sense for some parts of the country, but that the weather excuse was starting to ring hollow to us after we probed a little deeper into the data We usually are skeptical of most Wall Street economists because they mostly are in the business of promoting the investment ideas of their firms.

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