Tag: interest rates
Financial Stocks ($XLF): The Upside… And The Downside
The correlation between financial stocks (via $XLF here) and the 2 year Treasury yield is tight. The latter tends to be sensitive to Fed...
Hawkish? Dovish? Welcome To The Economic Circus
Welcome to the economic circus that is the Federal Reserve. Here’s a recap of sentiment surrounding Federal Reserve meetings over the last several months…
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Is A Fed Rate Hike Already Priced Into The Stock Market?
The equity markets surged last week propelling the S&P 500 and Dow Industrials within less than 2.0% of new all-time record highs.
The rally was...
Central Banks Gone Wild: Investing In A Time Of Uncertainty
How is it possible the worst ten-day start in U.S. stock market history was followed by what Bloomberg termed the sharpest about face in...
Macro Update: Why Bond Yields May See Upward Pressure
Key Takeaway: Bond yields are moving off of early year lows at a time when bond funds have seen a surge in inflows and...
Dovish Federal Reserve Lifts Stocks; But Can They Boost Economy?
The Federal Reserve’s failure to raise interest rates at its last meeting has resulted in the credit market projecting that the next interest rate...
Higher Oil Prices Puts A Fed Rate Hike Back On Table
The Federal Reserve is due to release their next formal policy statement April 27 at 2:00 pm ET
Fed’s Constant Assistance Is A Two-Sided Coin
The...
Market Update: Focus Shifting To Economic Fundamentals
Focus Shifts to Economic Fundamentals
The popular averages suffered the first downtick in six weeks last week with the damage limited to less than 1.00%....
Central Banks Throw A NIRP Hail Mary
How did we come to see a Negative Interest Rate Policy (NIRP)?
Over the past 30 years, many central banks have tried to re-order...
Will A Slowing Economy Slow The Stock Market Rally?
Just last December, Federal Reserve Chairwoman Janet Yellen announced that they were raising interest rates by 25 basis points because the economy was doing...
