Category: The Fed (FOMC)
-
Here’s What the Federal Reserve is Most Likely to do at Future FOMC Meetings
Asymmetry isn’t just about asymmetric risk/reward for asymmetric investment returns, it’s also the probability of one outcome over another when it’s skewed. I share my latest observation of the Federal Reserve FOMC decision yesterday in… Read More
-
The Fed did what?
At 10 AM yesterday morning, the Fed cut rates. The actual statement is worth reading. March 03, 2020 Federal Reserve issues FOMC statement For release at 10:00 a.m. EST The fundamentals of the U.S. economy… Read More
-
The Fed is at QE again
The US Federal Reserve has been boosting liquidity supposedly since mid-September since a spike in the overnight lending rate shocked the financial system when the short-term rate spiked to 10% from 2% overnight in mid-September.… Read More
-
The Trend in Interest Rates and the Impact on the Economy and Stock Market
The Federal Reserve raised interest rates and raised expectations for a fourth rate hike in December. The Fed unanimously agreed to raise the federal funds rate a quarter percentage point, to a range of 2% to 2.25%. But, what… Read More
-
Rising Interest Rate Impact on Real Estate and Home Construction
The Federal Reserve raised interest rates today and raised expectations for a fourth rate hike in December. They unanimously agreed to raise the federal funds rate a quarter percentage point, to a range of 2% to 2.25%.… Read More
-
The enthusiasm to sell overwhelmed the desire to buy March 19, 2018
The enthusiasm to sell overwhelmed the desire to buy. The S&P 500 stock index closed down -1.42% today. Stocks trended down most of the day and at 2:35pm it was down -2%. As you can… Read More
-
Uncharted Territory from the Fed Buying Stocks
I remember sometime after 2013 I told someone “The Fed is buying stocks and that’s partly why stocks have risen so surprisingly for so long”. He looked puzzled and didn’t seem to agree, or understand.… Read More
-
What You Need to Know About Long Term Bond Trends
There is a lot of talk about interest rates and bonds these days – for good reason. You see, interest rates have been in a downtrend for decades (as you’ll see later). When interest rates… Read More
-
US Government Bonds Rise on Fed Rate Outlook?
I saw the following headline this morning: US Government Bonds Rise on Fed Rate Outlook Wall Street Journal – “U.S. government bonds strengthened on Monday after posing the biggest price rally in more than three months… Read More
-
Trends, Countertrends, in the U.S. Dollar, Gold, Currencies
Trend is a direction that something is moving, developing, evolving, or changing. A trend is a directional drift, one way or another. When I speak of price trends, the directional drift of a price trend… Read More