Interest Rates
When Does the Stock Market Trigger the Infamous Fed “Put”?
No one should be surprised to see markets attempting to rally after the tumultuous start to the year. Bear markets…
6 Fed Rate Hikes, Yeah Right!
It remains all about the coming Fed tightening cycle, not only in terms of rate hikes but also Fed balance…
Could Coronavirus be the Catalyst for Monetary and Fiscal Policy to Merge?
It is my view that cutting interest rates is not appropriate for fighting an epidemic. But, unsurprisingly, this has not…
Short-term Interest Rates Likely to Fall, Slowing U.S. Economy
I remain firmly of the view that the next move in interest rates in the U.S. will be a cut,…
How the Fed is Overshooting its Inflation Target
There would seem little doubt about it, hopes for the normalization of monetary policy, driven by Federal Reserve Chairman Jerome…
Guideposts for Powell’s Direction on Quanto Tightening
Fund managers entered 2019 shaken and stirred. So more of a relief rally would not surprise, most particularly given the…
How Your Credit Score Could Change the Price You Pay for a Home or Car
Paying your credit card bill on time can save you thousands of dollars on a house or car. The impact…
Gold, Bond and FX Markets Not Buying Forecast Fed Interest Rate Hikes
The new Federal Reserve chairman’s first FOMC meeting this week, and subsequent press conference, has confirmed that Jerome Powell is…