Section
Monetary Policy
1148 posts
Are Low Interest Rates Driven by the Fed or by Fear?
Are Low Interest Rates Driven by the Fed or by Fear? by Wesley Gray, Ph. D., via CFA…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
What is the Fed's idea of 'normal'?
What is the Fed's idea of 'normal'? by Tim Duy Monday Federal Reserve Vice Chair Stanley Fischer offered…
BREAKING: Fed’s Take on World, Inflation Puts March Rate Hike in Doubt
BREAKING: Fed’s Take on World, Inflation Puts March Rate Hike in Doubt by Joseph Carson, AllianceBernstein It was…
Guy Haselmann: Ch-ch-ch-ch-Changes
Ch-ch-ch-ch-Changes by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM “I still don't know what I was waiting…
Connecting the Dots - January 5, 2016
Connecting the Dots - January 5, 2016 by Erik Swarts, Market Anthropology As trading commenced for the new…
2-Year Treasury Yield Spikes To 1.09%
2-Year Treasury Yield Spikes To 1.09% by James Picerno, The Capital Spectator The 2-year Treasury yield surged yesterday…
The Fed Awakens: A New Hike
The Fed Awakens: A New Hike December 21, 2015 What were you doing in June 2006? That’s when…
As Expected
As Expected by Tim Duy Today [Wednesday], the FOMC voted to raise the target range on the federal…
SIA Weekly: Fed's 'Loosest Tightening' in History Means Continued Uncertainty and Volatility
SIA Weekly: Fed's 'Loosest Tightening' in History Means Continued Uncertainty and Volatility by SIACharts.com For the first time…
Makes You Wonder What the Fed is Thinking
Makes You Wonder What the Fed is Thinking by Tim Duy The Fed is poised to raise the…
Bank of Canada Chief Has Warned Negative Interest Rates are Coming
Bank of Canada Chief Has Warned Negative Interest Rates are Coming via Zerohedge.com The Bank of Canada's chief…
How Much Can the Fed Raise Rates?
How Much Can the Fed Raise Rates? by Cullen Roche, Pragmatic Capitalism Larry Summers has a very good…
Eurozone reacts to anticipated Fed rate hike
Eurozone reacts to anticipated fed rate hike by Marcello Minenna, via Sober Look Almost without warning, the Eurozone…
Connecting the Dots: The Bond Market is Bracing for Hike Hype
Connecting the Dots: The Bond Market is Bracing for Hike Hype by Erik Swarts, Market Anthropology As long-term…
U.S. Dollar Still Failing to Collapse
U.S. Dollar Still Failing to Collapse by Brad McMillan, CIO, Commonwealth Financial Network As we approach normal in…
