Tag: interest rates

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...

10-Year Treasury Yield Breakout Targeting 6.3 Percent?

Rising interest rates have been the talk of Wall Street and Main Street for the past 2 years. And just as many thought interest rates...

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...

What Happens After Interest Rates Peak?

Each year since 1978, the Federal Reserve Bank of Kansas City has sponsored a symposium on an important economic issue facing the U.S. and...

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...

Have U.S. Bond Yields Began A New Long-Term Trend Higher?

Rising interest rates are beginning to spook investors. And rightfully so. It's been the fastest rise in rates in decades. And just when we thought...

How High Will U.S. Bond Yields Fly?

I sat down with Maggie Lake and the team at Real Vision on Thursday August 17 to discuss my latest thoughts on the market. During...

Tech Stocks versus Interest Rates Reaching Breaking Point!

The correlation between technology stocks and interest rates is pretty simple. As interest rates fall, tech stocks rally. As interest rates rise, tech stocks...

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...

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