Browsing Category
Monetary Policy
776 posts
Market Focus Moves from the Fed to Financial Crisis
by Brad McMillan, CIO, Commonwealth Financial Network Yesterday, the Fed completed its regular meeting and announced that it…
March 23, 2023
“Not QE” Puts Fed Between A “Rock And A Hard Place”
by Lance Roberts, RIA “QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade,…
March 22, 2023
Under Pressure: Fed Hikes in Face of Bank Turmoil
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Despite new threats…
March 22, 2023
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
March 19, 2023
Doubleline's Jeffrey Sherman: "I think they should pause"
According to Jeffrey Sherman, Deputy CIO at DoubleLine Capital, the Federal Reserve should pause its cycle of rate…
March 17, 2023
Market Snapshot: Liz Ann Sonders, March 16, 2023
Liz Ann Sonders: Hi everyone. Welcome to the March Market Snapshot. Perhaps obvious. I want to talk about…
March 16, 2023
MFS' Benoit Anne: Macro Update (Week of March 13, 2023)
In a recent update, Benoit Anne, Lead Strategist at MFS Investment Management, offered his views on: the volatility…
March 15, 2023
Fed Repriced Out of Action
by Stephen Vanelli, CFA, Knowledge Leaders Capital We just experienced the fastest bank run in history with the…
March 14, 2023
Barclays: Zero or 25bp in March; we lean toward zero
by Marc Giannoni, Chief Economist, Barclays Copyright © Barclays
March 13, 2023
Capital Economics: SVB Collapse a Reminder of Financial Risks
by Paul Ashworth, Chief U.S. Economist, Capital Economics The latest analysis on the SVB collapse. Copyright © Capital…
March 10, 2023
Capital Economics: From Inflation Crisis to Financial Crisis?
by Neal Shearing, Group Chief Economist, Capital Economics In light of market events around SVB, Nadeem Kassam, Head…
March 10, 2023
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
March 9, 2023
Central Bank Portfolios Are Underwater
by Carl R. Tannenbaum, Chief Economist, Northern Trust If marked to market, assets purchased during quantitative easing are…
March 5, 2023
How to Prepare for Landing
by Kathy Jones, Global Fixed Income Strategist, Charles Schwab & Company A "soft landing," with declining inflation but…
March 5, 2023
Disinflation Is Still On
by Hubert Marleau, Market Economist, Palos Management March 3, 2023 Good news has been bad lately for both…
March 5, 2023