Tag: monetary policy
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...
Janet Yellen Should Focus On HOPE
U.S. Treasury Secretary Janet Yellen recently stated: “You don’t have a recession when you have the lowest unemployment rate in 53 years.” Let’s HOPE she...
Lower Stock Market Prices Are Federal Reserve’s Goal
You read that right, the Fed wants lower stock prices.
Fed members will not say it as bluntly as we do in our title. But...
One Monetary Policy Fits All
In Part one of this series, Our Currency The World’s Problem, we discuss the vital role the U.S. dollar plays in the global economy. With...
S&P 500 Decline To 3500 By Year-End If QT Continues
“Don’t Fight the Fed” echoes through the financial media, Wall Street, and in the minds of retail and institutional investors. The phrasing pertaining to...
Persistent Inflation Is Scaring The Federal Reserve
The markets are now betting that inflation will soon subside, allowing the Fed to pivot. But, if inflation proves persistent and not transitory, the...
Why The Federal Reserve Raising Interest Rates Is Not Good For Inflation
Having traded well before and through The Great Recession in 2008, some things have changed, but a lot hasn’t. Here are some of my...
The Federal Reserve’s Predicament: The Trolley Car Problem (Part 1)
An unstoppable trolley car is barreling down the track. As the switchman, you stand at the junction where the track branches into two and...
Don’t Fight The Fed
If we could only impart one bit of wisdom to our readers about today’s market it is “don’t fight the Fed.“
Unbeknownst to many investors,...
