Tag: monetary policy

The Fed And Its Self Defeating Monetary Policy

“It’s self-defeating to use the wrong monetary policy.” -Ben Bernanke What is productivity? The Federal Reserve’s flawed growth benchmark Excessive monetary policy is crushing productivity The prescription for...

The Canaries Are Quiet: All Eyes On The Federal Reserve

The Canaries Are Quiet In the late summer months of 2015 the Federal Reserve were actively discussing the possibility of raising the Federal Funds rate...

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....

The Case For Gold: Shorting The Federal Reserve

“I’ve never let my guard down by saying, I do not need to be hedged” - Paul Singer Preservation of clients’ wealth is the most...

Weighing The Fed: 3 Scenarios And Market Implications

This week all eyes and ears will be focused on the Federal Reserve’s policy statement to be released at 2:00 pm ET Thursday. The Fed...

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...

Why The Federal Reserve Must Keep Hopes Alive

The third revision of the first quarter of 2015’s Gross Domestic Product was released today and it showed that the economy did slightly better...

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:...

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...

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