Tag: low interest rates
Curve Ball: Is The Yield Curve Still A Dependable Signal?
Over the last 30 years, there has been a widely held belief, supported by data, in the predictive powers of the “slope” of the...
O Wage Inflation, Where Art Thou?
The labor markets have been improving steadily since the financial crisis. Some people would argue that the US is at or near full employment....
Are Low Inflation Expectations Limiting A Fed Rate Hike?
“Most of my colleagues and I anticipate that it will likely be appropriate to raise the target range for the federal funds rate sometime...
Federal Debt Likely To Keep Fed Tightening Cycle Shallow
Last week when the Federal Open Market Committee (FOMC) met, market participants were divided as to whether or not the Federal Reserve would raise...
The Fed And Its Recent History Of Unrealized Expectations
The Echoing Conundrum
“With the Federal Reserve (Fed) conducting their regularly scheduled FOMC meeting this Wednesday, we point out an interesting contrast between the current...
Federal Reserve Meeting Here: Expect Market Volatility To Rise
This week I am going to do something a bit different for the weekly commentary. The main issue this week is whether or not...
Stocks Feel The Pain Of A Slowing Global Economy
Anyone that has been reading my weekly commentaries for the last several weeks and months shouldn’t be surprised by the recent market decline. Despite...
Are The Financial Markets Turning Into Mr. Toad’s Wild Ride?
Folks, if you're reading this blog it’s assumed you have some interest in the financial markets and, to a certain extent, the art of...
Stocks Behaving Like Latter Stage Of Market Cycles
In last week’s market commentary, I mentioned that currency wars and deflationary headwinds are curtailing growth. And this makes it hard to buy stocks...
Federal Reserve Stays The Course But Economic Data Telling
Over the past several weeks, I have laid out details for why I feel interest rates will continue to trend lower. In a nutshell, I...
