Section
Quantitative Tightening
40 posts
JPM: Two Steps Forward, One Rhetorical Step Back
Copyright © J.P. Morgan Research
Removing the Punchbowl
by John Lynch, Chief Investment Officer, Comerica Wealth Management Executive Summary The Federal Reserve’s meeting this week is…
Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Understandably, much of the investing world – much of the…
Geopolitical Risk Could Sideline The Fed
by Lance Roberts, RIA “Geopolitical Risk” could well be a reason for the Fed to slow-roll tightening monetary…
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.…
The Fed’s Policy Tightening Plan: A One-Two Punch
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company The Federal Reserve dealt the bond market…
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…
Making Money When They Stop Making Money
by Rick Rieder, Managing Director, Chief Investment Officer, Global Fixed Income, Blackrock At the end of 2019, had…
Fed Tapering: Will it Be Different This Time?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, and Christina Shaffer, Senior Fixed Income Research…
Joe Lavorgna: "We Don't Believe You"
by Joseph Lavorgna, Natixis Research Financial markets (stocks and bonds) sold off in response to a more hawkish…
Brian Wesbury: Taper Tantrum Two?
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios To…
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…