Tag: monetary policy

While we are positive on the markets in the near term, given the age of the current market cycle we certainly have an eye...

Over the past few decades, the central banks, including the Federal Reserve (Fed), have relied increasingly on interest rates to help modify economic growth. Interest...

“Let me be clear, what I said was, it’s not the beginningof a long series of rate cuts.”- Fed Chairman Jerome Powell -7/31/2019 “What the Market...

“All assets are priced where they are today because of central banks. That’s modern finance -- it’s not about psychology or flows anymore, it’s...

Bifurcated Rate Cut Sentiment When Fed member John Williams suggested last Thursday  that ‘r-star’ is .50%, markets took it as a sign that a 50 bps...

If you think the Federal Reserve may only lower rates by .50 or even .75, you may be grossly underestimating them.  The following article...

The Federal Reserve is in focus this week, and for very good reason.  But if you look further afield you'll see that a clear...

This article is the first part of a two-part article. Due to its length and importance, I split it to help readers’ better digest the information....

Last year, investors saw something exceedingly rare. For a period of 9 months there were exclusively interest rate hikes by the major central banks we...

“Don’t piss down my back and tell me it’s raining” –Clint Eastwood/The Outlaw Josey Wales On April 30, 2019, one day before the Federal Reserve’s...