Tag: interest rates
Deglobalization and Central Banking
There are primarily two opinions on the future path for inflation. The widely held view thinks inflation will resort back to pre-pandemic levels as...
Will Chairman Powell Pivot? Don’t Count On It
Stocks are rallying on hopes that Jerome Powell and the Fed will stop increasing interest rates this fall, pivot, and start reducing them next...
Persistent Inflation Is Scaring The Federal Reserve
The markets are now betting that inflation will soon subside, allowing the Fed to pivot. But, if inflation proves persistent and not transitory, the...
Inflation or Recession, Which Concern Is Driving The Market?
In the Trolley Car Problem – The Fed’s Predicament, we laid out how the Fed may likely choose to fight inflation at the expense of...
Important Commodity Ratio Points To Lower Interest Rates
One of the most important themes during the first half of 2022 is rising interest rates.
And with the Federal Reserve focused on stopping inflation,...
Bond Yields: Is A Long-Term Trend Change Underway?
Bonds have experienced a dramatic selloff that has wreaked havoc on retirement portfolios that thought government bonds were a gentlemen's investment.
And as long as...
The Federal Reserve’s Predicament: The Trolley Car Problem (Part 1)
An unstoppable trolley car is barreling down the track. As the switchman, you stand at the junction where the track branches into two and...
Don’t Fight The Fed
If we could only impart one bit of wisdom to our readers about today’s market it is “don’t fight the Fed.“
Unbeknownst to many investors,...
Are Treasury Bonds Nearing Tradable Rally?
The bond market selloff over the past 2 years isn't getting enough attention.
It's the other side of the equation making headlines: Interest rates &...
Peak inflation? Not There Yet.
The biggest market-moving economic data, the U.S. Consumer Price Index (CPI), rose 1.0% in May, bringing the one-year tally to +8.6%.
One little silver lining:...
