Tag: interest rates
Federal Reserve Meeting: Why The Fed Won’t Raise Rates Until 2016
The S&P 500 has once again powered to all-time highs. Yesterday it reached an intraday high of 2125 before pulling back. There is an FOMC...
March Federal Reserve Meeting: Economy Slowing, Party On
The Big Macro Event that had been hanging over the stock and bond markets the last month was finally resolved last week when the...
Non-Correlated Market Musings: About the Benjamins (Vol. 3)
Monetary Existentialism
People who study the theory of money have always struggled with the epistemology. Economist Arnold Kling quotes this from historian Yuval Harari's Sapiens:...
Weighing The Global Economic Slowdown Into The Fed Meeting
Over the past several weeks I have spent a lot of time highlighting the global economic slowdown and how it will continue to drag on the...
TIPS Bond ETF (TIP) Nearing Important Inflection Point
The iShares TIPS Bond ETF (TIP) is at an important inflection point as the next Fed meeting approaches. The TIPS Bond ETF serves as...
February Jobs Report Triggers Fed Rate Hike Fears – Random Thoughts
Today, the Bureau of Labor Statistics indicated that the U.S. economy added 295,000 jobs in February. This beat the consensus estimate of 240,000 jobs...
Interest Rate Sensitive ETFs Take a Hit: Watch Those Yields!
When new trends emerge in the markets it is our job as investors to listen to what they are saying, whether it be short-term...
Will Central Bank Policies Lead Investors To The Punch Bowl… Again?
Central Bank intervention works and sometimes it works a little too well. However, what happens when Central Bank policies fail to generate growth? Japan is the...
How Much Future GDP Has Been Stolen By Fed ZIRP?
A few months ago, an entity I’ve been associated with was contemplating a major purchase to replace an older piece of machinery. The current...
Interest Rates: Flattening Yield Curve Signals Short-Term Shift
The bond market this year has been characterized by the strength of quality holdings in the mortgage, treasury, municipal, and investment-grade corporate sectors. The...
