Tag: federal reserve
Is Inflation Already At The Federal Reserve’s Target?
The Federal Reserve’s next rate move and its “higher for longer” policy mantra are predicated on high and sticky inflation. Inflation has fallen nicely...
What Happens To Interest Rates When The Chinese Consumer Recovers?
Featured here is the price chart of the ETF for long-term US Treasury Bond securities (ticker TLT).
In the summer of 2012, US Treasuries and...
The End of an Era For Stocks, Warns The Fed
A recent whitepaper by the Federal Reserve warns of “significantly lower profit growth and stock returns in the future.” In his article, End of an...
Federal Reserve’s Victory Lap and Next Steps for Stocks
What we heard from the Fed and FOMC on Wednesday:
Unanimous
Holding Rates Allows FOMC To Assess Additional Data
Tighter Credit Likely To Weigh On Activity
2023 Unemployment...
Velocity and Money Supply: Inflation’s Dance Partners
Most people think the nation’s money supply is the sole cause of inflation. They fail to realize inflation has two equal dance partners.
The money...
Treasury Bonds Are Setting Up For A BIG Move!
As the Federal Reserve continues to fight inflation by raising interest rates, the market is growing uncertain about futures rate hikes.
Today, we share a...
Bank Stocks: Do the Rewards Warrant the Risk?
The recent failures of Silicon Valley Bank, Signature Bank, and First Republic and the poor performance of other regional banks serve as a reminder...
1st Quarter Update: QE Boosts Stocks and Commodities
Partial Look at the Models and Positions
Friday I was part of the Festival of Learning sponsored by Real Vision to help new and experienced traders.
The topics...
A Federal Reserve Pivot Is Not Bullish
An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want...
Phase Two of the Federal Reserve Follies
With Silicon Valley Bank and Credit Suisse defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has...
