Tag: monetary policy
Quantitative Tightening Begins, But It’s Yesterday’s News
The U.S. Federal Reserve is about to commence quantitative tightening (QT).
For those not all up to speed on “quantitative” maneuvers by central banks, QT and...
Liquidity and Volatility: Decoding the Market Jargon
“Liquidity” and “volatility” are constantly thrown around by the financial media and Wall Street as if everyone fully understands them and their importance. These...
Japan Inflation: A Liquidity Crisis In The Making
I ended Liquidity Crisis in the Marking- Japan’s Role in Financial Stability- Part 1 with the following quote regarding inflation from BOJ Governor Haruhiko Kuroda: “The BoJ...
Liquidity Crisis in the Making: Japan’s Role in Financial Stability
Liquidity Crisis in the Making is part one of a two-part article. Part 1 sheds light on the Bank of Japan and its three-decade...
Inflation and the Fed: A New Dance Partner To Contend With
The Federal Reserve, bond markets, and economic cycles have been dancing in a well-choreographed fashion for the last 30 years.
This age-old dancing trio, the...
Gold or Rubles? A Pickle Worth Exploring
Financial sanctions weighing on Russia are sending up red flags around the globe. The seizing of Russian foreign reserves and eliminating access to SWIFT...
The Fed Liquidity Drain Is Coming
Inflation is running hot, and the Fed is projecting seven rate increases this year alone. As if that is not concerning enough for bond...
Are Interest Rates Ready To Lift Off?
After months of jawboning and telegraphing the pending move, the world’s largest central bank finally raised rates.
On March 16, the Federal Reserve raised the...
The Fog of Moar: What’s Next for the Stock Market?
Statistics abound showing that market corrections without recession are buying opportunities. Outside of recession, and after declines of 10%+ the S&P 500 Index is...
Treasury Bond Yields Rise Above 2%; Sign of Inflation?
The U.S. 10-year Treasury yield is breaching the 2 percent threshold for the first time since mid-2019. Yes, way back before Covid.
In 2019 yields...
