Tag: federal reserve
Janet Yellen Suggests Much Lower For Much Longer
On October 5, 2023, Treasury Secretary Janet Yellen made a very telling statement about the future course of interest rates.
YELLEN SAYS DEBT SERVICE COSTS...
Interest Rate Hike Plateaus and Recessions: The Lag Effect Unveiled
Despite surging interest rates, there are few signs they are impeding economic activity or causing distress amongst borrowers. It may seem strange that higher...
Risk Free Government Debt: Fact Or Fiction?
Most investors believe that U.S. government debt is risk free. Why shouldn’t they, every economic and financial textbook, media outlet, and bond guru say...
Inflation and Deficits and QT, Oh My (Part II)
Part one of this article discusses the potential ramifications related to policy actions that China and Japan might take. These large U.S. Treasury bondholders could...
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...
