Tag: fiscal policy
Quantitative Tightening Begins, But It’s Yesterday’s News
The U.S. Federal Reserve is about to commence quantitative tightening (QT).
For those not all up to speed on “quantitative” maneuvers by central banks, QT and...
Inflation and the Fed: A New Dance Partner To Contend With
The Federal Reserve, bond markets, and economic cycles have been dancing in a well-choreographed fashion for the last 30 years.
This age-old dancing trio, the...
Gold or Rubles? A Pickle Worth Exploring
Financial sanctions weighing on Russia are sending up red flags around the globe. The seizing of Russian foreign reserves and eliminating access to SWIFT...
The Fed Liquidity Drain Is Coming
Inflation is running hot, and the Fed is projecting seven rate increases this year alone. As if that is not concerning enough for bond...
Are Interest Rates Ready To Lift Off?
After months of jawboning and telegraphing the pending move, the world’s largest central bank finally raised rates.
On March 16, the Federal Reserve raised the...
The Fog of Moar: What’s Next for the Stock Market?
Statistics abound showing that market corrections without recession are buying opportunities. Outside of recession, and after declines of 10%+ the S&P 500 Index is...
Treasury Bond Yields Rise Above 2%; Sign of Inflation?
The U.S. 10-year Treasury yield is breaching the 2 percent threshold for the first time since mid-2019. Yes, way back before Covid.
In 2019 yields...
The Fed Put: Is Powell Repealing It?
A week before the January 26th Fed policy meeting we asked Instability or Inflation, Which Will The Fed Choose?
Liquidity is the lifeline of markets, and the...
The Fed Is Walking A Tightrope Between Instability And Inflation
Over the past few weeks, Fed speakers are bemoaning inflation and voiced their wishes to squash it. They frequently mention how effective their monetary...
How Durable Is The Potemkin Economy?
“Increased borrowing must be matched by increased ability to repay. Otherwise, we aren’t expanding the economy – we’re merely puffing it up.” – Henry Alexander...
