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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.…
January 19, 2022
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…
January 13, 2022
Powell Successfully Walks the Tightrope
by Austin Mann, Knowledge Leaders Capital Below we highlight a few takeaways from Fed Chair Jerome Powell’s confirmation…
January 12, 2022
FOMC Races to Catch-up
by Guy Haselmann, FETI Group (The views expressed herein are solely those of the author) Executive Summary Given…
January 11, 2022
Inflation by the Numbers
by John Mauldin, Mauldin Economics Milton Friedman famously said inflation is “always and everywhere a monetary phenomenon.” He…
December 22, 2021
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…
December 22, 2021
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…
August 11, 2021
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…
June 21, 2021
Brian Wesbury: Taper Tantrum Two?
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios To…
June 14, 2021
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…
March 14, 2019
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…
August 3, 2018
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…
January 29, 2018
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…
November 2, 2017
The Fed Balance Sheet Unwind Myth
by Lance Roberts, Clarity Financial Since the beginning of the year, the Federal Reserve has been heavily discussing,…
October 30, 2017
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…
October 27, 2017