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Milton Ezrati Archive
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Will Japan’s Crisis Cause Force Long-Term Reform? by Milton Ezrati
Posted on June 27, 2011 | No CommentsFor all the pain and angst suffered by the Japanese as a result of the earthquake and tsunami in March, the disaster and its ripple effects do offer them at least one source of smugness -
Inflation: Some Important Technical Perspectives by Milton Ezrati
Posted on May 4, 2011 | No CommentsThe Fed stays focused on the long-term inflation trend, not on highly volatile food and fuel prices. -
The Consumer’s Slow Climb by Milton Ezrati
Posted on April 5, 2011 | No CommentsAmerican households have used the economic recovery to improve their finances, considerably too. They have a long way to go, however, before their balance sheets resemble anything like financial health. -
Housing – Still Troubled by Milton Ezrati
Posted on March 31, 2011 | No CommentsAfter the carnage of 2008–09, housing, unsurprisingly, seems recently to have suffered from a kind of post-traumatic syndrome. There is no growth, of course, and neither will there likely be much for some time to come. Meanwhile, the monthly sales and pricing data gyrate, as if the market could not settle on a direction. This troubled market is also receiving support from mortgage lenders, who are resisting foreclosures in order to keep the inventory of unsold homes manageable. But behind all this seeming confusion, the market does seem to have found some stability, nationally, if not in every region. If sideways movement does little to help the recovery, it at least relieves the economy of what was a major drag. -
The President’s Contribution to the Budget-Deficit Debate by Milton Ezrati
Posted on March 23, 2011 | No CommentsAs Washington gears up for the budget debate, a series of proposals doubtless will flow from both parties, from Congress, and from the White House. Some ideas will have greater staying power and more significance than others. In response, Lord Abbett plans a series of occasional pieces about the various proposals and what they might mean to lasting budgetary control. This first piece takes up President Obama’s recently released 2012 budget. -
Misplaced Municipal Fears by Milton Ezrati
Posted on March 8, 2011 | No CommentsMilton Ezrati, Lord Abbett Partner and Senior Economist and Market Strategist, has been widely published in a wide variety of magazines, scholarly journals, and newspapers, including The New York Times, Financial Times, The Wall Street Journal, The Christian Science Monitor, and Foreign Affairs, on a broad spectrum of investment management topics. Prior to joining Lord Abbett, Mr. Ezrati was Senior Vice President and head of investing in the Americas for Nomura Asset Management, where he helped direct investment strategies for both equity and fixed-income investment management. -
Economic Insights: The Capitalization Conundrum
Posted on February 22, 2011 | No CommentsREAD FULL REPORT : Milton Ezrati, Partner and Senior Economist and Market Strategist : Within equity portfolios, there certainly is good reason to lean toward larger capitalization issues. Standard cyclical timing...
