Tag: monetary policy
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...
The Fed Put: Is Powell Repealing It?
A week before the January 26th Fed policy meeting we asked Instability or Inflation, Which Will The Fed Choose?
Liquidity is the lifeline of markets, and the...
The Fed Is Walking A Tightrope Between Instability And Inflation
Over the past few weeks, Fed speakers are bemoaning inflation and voiced their wishes to squash it. They frequently mention how effective their monetary...
MMT’s Fatal Flaw: Political Willpower
MMT, or Modern Monetary Theory, offers a new monetary “logic” that allows the government to spend without concern for debts and deficits.
Does MMT seem...
How Durable Is The Potemkin Economy?
“Increased borrowing must be matched by increased ability to repay. Otherwise, we aren’t expanding the economy – we’re merely puffing it up.” – Henry Alexander...
Time to Drain the Monetary Stimulus Punchbowl?
For months now, the U.S. Federal Reserve has been hinting that the ‘taper’ of its quantitative easing (QE) program is coming, and last week...
Inflation, Monetary Policy Tightening, Are Bad For Growth Stocks
Rising food and energy costs, coupled with supply bottlenecks are adding to inflationary pressures.
Let's take a closer look at how inflation will effect equities,...
History Warns Federal Reserve Will Raise Rates More, Not Less
“Currently, the December 2019 Fed Funds futures contract implies that the Fed will reduce the Fed Funds rate by nearly 75 basis points (0.75%)...
What is the Federal Reserve Hiding?
“The most inappropriate monetary policy that I’ve seen maybe in my lifetime.”- Paul Tudor Jones on the Federal Reserve via CNBC
The Federal Reserve has...
Bonds: Hold Em, Fold Em, Walk Away, or Run?
“You got to know when to hold ’emKnow when to fold ’emKnow when to walk awayAnd know when to run” Kenny Rogers- The Gambler
So how...
