Tag: interest rates
Bank Stocks: Do the Rewards Warrant the Risk?
The recent failures of Silicon Valley Bank, Signature Bank, and First Republic and the poor performance of other regional banks serve as a reminder...
Welcome Back Bonds, Maybe.
For years, bonds had a single job in portfolios: provide a ballast during periods of equity market weakness. Ok, and maybe spin off a...
New Treasury Bonds Bull Market? Don’t Bet On It
Persistent inflation has dogged the Federal Reserve for the past 12-18 months, leading to higher interest rates.
But rates have fallen more recently as investors...
A Federal Reserve Pivot Is Not Bullish
An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want...
Phase Two of the Federal Reserve Follies
With Silicon Valley Bank and Credit Suisse defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has...
Aftershocks: Life After Silicon Valley Bank
While headlines of bank failures and bailouts consume the media, few are contemplating the economic and financial aftershocks that will follow.
Hockey great Wayne Gretzky...
Are 2-Year Treasury Bond Yields Hinting At Another Crisis?
With bond yields (and interest rates) rising sharply, it's understandable that most of the world is hoping for lower rates.
Lower interest rates allow for...
Speak Loudly Because You Carry A Small Stick
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If...
Are Interest Rates Nearing Another Surge Higher?
Interest rates are rising. Yes they are in an up-trend.
And the only thing that seems likely to stop them from rising is a recession.
BUT...
Gold Investors Are Betting On The Federal Reserve
By owning gold, investors are not necessarily hedging against a government default but ironically betting the Fed will increasingly misuse monetary policy to help...
