Tag: monetary policy
Central Banks: What’s The Meaning Of Accomodative?
Here are two statements from the Federal Reserve’s Federal Open Market Committee (FOMC) immediately following their interest rate decisions of August 1, 2018 and...
Are Booming Corporate Profits Masking A Valuation Bubble?
“Better to paralyzed from the neck down than the neck up.” – Charles Krauthammer
It is easy to be upbeat about the stock market.
Currently, as...
U.S. Equities Macro Update: Economy Supporting Stock Prices
The stock market broke out of a two-week losing streak last week with the S&P 500 Index (INDEXCBOE:.INX) gaining 1.5%.
Stocks have been locked in...
Fixed Income Investing Update – June 2018
Despite a challenging start to the year and recent turmoil in some European bond markets, U.S. fixed income markets perked up in May with...
Quantitative Tightening Update (June 2018) – 5 Fed Charts
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight the path...
Could Misguided Fed Policy Stoke the Embers of Inflation?
Monetary Velocity, an oft-misunderstood metric that quantifies the pace at which money is spent, has recently shown signs of rising after trending lower for...
The Fed and the Markets: Leaving the Sweet Spot
One thing I am fond of is creating my own indicators, and today's chart features one of my many favorites - the Fed Sweet...
Investors Better Buckle Up, There’s Turbulence Ahead
U.S. Treasury securities across the maturity spectrum are reaching yield resistance levels that have proven for decades to be extremely valuable to investors engaged...
The Next Maestro: Will New Fed Chairman Take Road Less Traveled?
The following article emphasizes that the perceived economic prosperity of recent decades is largely the result of political expediency.
Those in charge of monetary policy...
Will The Federal Reserve Raise Interest Rates In 2018?
Much as I expected, the Federal Reserve hiked again in its December meeting. In the background, the Fed continues to wind down its balance sheet by reducing...
