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HomeMy WebLinkAbout69863 (2)2014 ECQNOMIC COMMENTARY City of Palm Desert � ,, e_ /�PCIiJI�/�f'%� J e�/l��f���%l f%ll �/( C"��� /'l The Federal Open Market Committee (FOMC) wili meet next on March 18 and 19. At its January 29 meeting, the FOMC indicated that it would reduce its monthly securities purchases by another $10 billion for a total of $65 biilion per month, down from the original $85 billion. The FOMC cited an improvement in economic activity and labor market conditions as the basis for the policy change. Wells Fargo Securities believes that the FOMC will continue to reduce its securities purchases by $10 billion per month at each subsequent FOMC meeting. Continued economic contraction in the retail sector is expected for the foreseeable future. Retail analysts are forecasting that 15% of ail U.S. malis will either fail or be converted into non-retail space within 10 years. Many retailers are expected to announce job cuts, store closings, cuts in square footage, or all three. JC Penney, for example, witl be closing 33 stores; Macy's will be ciosing five stores; and Sears will be closing its flagship Ghicago store (Sears has closed 300 stores since 2010). Among the reasons cited for the closures are unsustainable inventories; loss of foot traffic; internet shopping; and the shrinkage of the middle class. In January, the City and the RDA Successor Agency received approximately $6.3 million and $21.6 million, respectively, in property taxes. .r�s ��, c.c..���- -� City Treasurer " Certified California Municipal Treasurer Thousands of Dollars Month-End Book Value Month-End Market Value Paper Gain (Loss) Prior Year Book Variance Interest Earnings Yield-To-Maturity Weighted Maturity (Days) Effective Duration $ 213,310 $ $ 213,310 $ $ - $ $ 15,125 $ $ 48 $ 0.29% 1 0.00 c��IllGCI,'I'� / i Markets Team City Treasurer Paul S. Gibson, C.C.M.T. Deputy City Treasurer Thomas W. Jeffrey, J.D., M.B.A. investment uaiecnves The treasurer shall invest all public monies in a manner that ensures safety of principal; sufficient liquidity to finance the City's expenditures; and the highest yield possible after the previous two objectives have been met. 202,645 $ 204,899 $ 220,313 202,645 $ 204,899 $ 220,319 - $ - $ 6 7,589 $ 5,909 $ 13,559 53 $ 51 $ 59 0.31% 0.30% 0.31% 1 1 12 0.00 0.00 0.00 PORTFOLIO STATISTICS i • 208,660 $ 201,302 $ 208,660 $ 201,302 $ - $ - $ 16,574 $ 6,521 $ 47 $ 49 $ 0.28% 0.30% 1 1 0.00 0.00 All data as of January 31, 2014