Tag: federal reserve

Financial Conditions Butt Heads With Borrowing Conditions

At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are weighing on the economy.” His comments seem sensible, given the following: The Fed...

Bonds Like Federal Reserve FOMC Days, But Joy Fades Quickly

Rather than trying to outsmart how the Fed’s policy meetings will affect the markets in the future, why not just let the markets tell...

Was the Federal Reserve Dovish or Hawkish… or a Bit of...

The Federal Reserve kept interest rates unchanged and essentially suggested 3 rate cuts on the table for 2024. Both the commodities and equities markets took...

QE By A Different Name Is Still QE

The Fed added Quantitative Easing (QE) to its monetary policy toolbox in 2008. At the time, the financial system was imploding. Fed Chair Ben Bernanke...

Ahead of Federal Reserve Meeting, Investors Eye Long Bonds (TLT)

Over the weekend Geoff Bysshe wrote an Market Outlook wherein he highlighted some “Long-Term Interest Rate Tipping Points. While most investors consider the level of interest...

Liquidity Problems Are Closer Than You Think

In 2019, the Federal Reserve (Fed) cut interest rates and restarted QE despite a healthy economy. Today, inflation is higher than the Fed’s target,...

What Would Make the Federal Reserve Raise or Lower Interest Rates?

Currently, there is no real reason for the Federal Reserve to either hike or lower the interest rates. The overall market has absorbed these rates...

Did Inflation Really Fall to the Federal Reserve’s Target?

Friday the market woke up to great news. Mission accomplished on inflation. Yahoo Finance reported: “The Fed's preferred inflation measure — a "core" Personal Consumption Expenditures...

Today’s Inflation versus The 1970’s RollerCoaster (Part II)

Part One of this series highlights how the government’s fixation with full employment and the Fed’s belief in the faulty Phillips Curve model from 1965...

The Goldilocks Narrative Reigns For Now

Market narratives have been around for ages. However, the internet and, more recently, social media allow narratives to spread much quicker. Accordingly, they have...

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