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QE
208 posts
MS' Michael Wilson: The Challenge of Front-Running a Fed Put
by Michael Wilson, Chief Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
The Fed Put? What And Where Is It?
by Lance Roberts. RIA The “Fed put?” Exactly, what is it, and where does this mythical support reside?…
Bridgewater 2022 Global Outlook: The Success and Excesses Resulting from MP3 Policies
Copyright © Bridgewater Associates LP
What Do Rising Rates Mean for Stock Investors?
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Last week, U.S.…
Powell Successfully Walks the Tightrope
by Austin Mann, Knowledge Leaders Capital Below we highlight a few takeaways from Fed Chair Jerome Powell’s confirmation…
FOMC Races to Catch-up
by Guy Haselmann, FETI Group (The views expressed herein are solely those of the author) Executive Summary Given…
Inflation by the Numbers
by John Mauldin, Mauldin Economics Milton Friedman famously said inflation is “always and everywhere a monetary phenomenon.” He…
Here’s Why the Fed Could Stay Easy for a LOOONG Time
by Bryce Coward, CFA, Knowledge Leaders Capital This week Jerome Powell tossed the market a bone by hinting…
Schwab Market Perspective: Choppy Waters
by Liz Ann Sonders, Jeffey Kleintop, Michelle Gibley, Michael Townsend, and Kevin Gordon, Charles Schwab & Company Ltd.…
Inching Toward a Tax and Spending Compromise; The Fed’s Stock Trading Embarrassment
by Greg Valliere, AGF Management Ltd. Inching Toward a Tax and Spending Deal; The Federal Reserve’s Stock Trading…
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Inflation has been one of the key topics of 2021…
Unpacking Powell’s remarks at Jackson Hole: Could the Fed announce a decision on tapering in November?
by Paul Eitelman, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist for…
The Stock Market Marches On As All Eyes Are On Jerome Powell
by Hubert Marleau, Market Economist, Palos Management The stock market has been on a tear as the driver…
Rational Expectations: Inflation or Productivity
by Hubert Marleau, Market Economist, Palos Management The stock market was upended last week after the Fed signalled…
You Can’t Create Permanent Inflation From Artificial Growth
by Lance Roberts, RIA Much like “Humpty Dumpty,” despite the Fed’s best efforts, you can’t create permanent inflation…
