Section
QE
208 posts
Not QE?
by Bryce Coward, CFA, Knowledge Leaders Capital Last week the Federal Reserve announced the re-commencement of large scale…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
QE X: Jay Powell, Thou protest too much
Despite any insistence that it’s not, the Fed’s new initiative to buy Treasury bills looks like a Quantitative…
QE By Any Other Name
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research “What’s in a name? That which we…
Who Could Have Known: What The Repo Fiasco Entails
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research Imagine approaching a friend that you think…
Scott Brown: "Giving Credit Where Credit Is Due"
by Scott Brown, Ph. D., Chief Economist, Raymond James As expected, the Fed lowered short-term interest rates and…
ECB x Fed: What is the impact of QE-Lite Forever?
by Hubert Marleau, Market Economist, Palos Management The September FOMC Delivered a Hawkish Decision: New Motto “Never Explain,…
Could Negative Bond Yields Come to America?
by Kathy Jones, Senior Vice President, Chief Fixed Income Strategist, Schwab Center for Financial Research Investors have watched…
Debt & The Failure Of Monetary Policy To Stimulate Growth
by Lance Roberts, Clarity Financial A fascinating graphic was recently produced by Oxford Economics showing compounded economic growth…
Guy Haselmann: "An old failed theory has reared its ugly head again"
by Guy Haselmann, Macro Strategist For decades, the Federal Reserve claimed that monetary policy worked on an 18-to-24-month…
QE – Then, Now, & Why It May Not Work
by Lance Roberts, Clarity Financial Since the beginning of the year, the market has rallied sharply. That rally…
Guy Haselmann: Humble Opinion and Observations
One “Guy’s” humble opinion and observations (1/17/19) by Guy Haselmann The S&P is up 6.5% this year. It…
The Fed Has Forgotten The Lessons Of 2008
by Jesse Colombo, Clarity Financial A few days ago, Neel Kashkari, president of the Minneapolis Fed, told an…
QE’s Untold Story
by Daniel Nevins, CFA, Nevins Research We’ve produced some research over the years that we’d love to see…
The End of QE Didn't Kill The Bull Market. The Start of QT Won't Either
by Urban Carmel, The Fat Pitch Summary: Quantitative Easing (QE) ended 3 years ago today. This was widely…
The Fed Balance Sheet Unwind Myth
by Lance Roberts, Clarity Financial Since the beginning of the year, the Federal Reserve has been heavily discussing,…
