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Quantitative Tightening
35 posts
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…
Fed Stands Pat But Gets Ready to Bid Adieu to Meetings Without Pressers
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co Key Points The FOMC…
The Fed Will Ignite The Next “Financial Crisis”
by Lance Roberts, Clarity Financial There seems to be a very large consensus the markets have entered into…
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,…
Will the Hawks Take Control in 2018?
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS President Trump has indicated that he will choose…
