Debt and Destruction by Financial Markets Group | Aug 25, 2023 | Economy Something’s off. And it’s making life downright unpleasant for a broad cross section of Americans.
Interest Rates Outlook: The “Cheap Money” Phase Is Over by Michael Carr | Aug 9, 2023 | Investing I have to admit, we’re spoiled. In the past year or so, we realized just how much we enjoy low ...
Welcome to the Era of Targeted Bailouts by Financial Markets Group | Jul 8, 2023 | News One of the consequences of a speculative mania is that it distorts the relationship between financial markets and the underlying ...
Washington’s Bias for Continuous Inflationism by Financial Markets Group | Jun 24, 2023 | Investing Powell’s inflation fight isn’t over.
What the End of Fed Rate Hikes Means for Stocks by Financial Markets Group | Apr 29, 2023 | Investing By now, it’s very well possible GDP has already slipped into reverse. We won’t know until the Commerce Department’s Q2 ...
The Market You Know Is Dead and Gone: Here What’s to Do by Michael Carr | Mar 21, 2023 | Investing Long-term investors are often too comfortable in their belief that the market of today will be there when they wake ...
Investors Flee Into Money Market Funds — What That Means for Stocks by Michael Carr | Nov 2, 2022 | Chart of the Day, Investing Investors held cash reserves before interest rates fell to almost zero. Now rates are rising. Money market funds are now ...
Patterns and Recessions: What Investors Spot in the Fed’s Rate Hikes by Michael Carr | Jun 29, 2022 | Chart of the Day, Economy In history, recessions appeared after a series of noticeable patterns with the Fed's rate hikes. What does this mean for ...
Taylor Rule Shows Why Short-Term Rates Should Be Over 9% by Michael Carr | Apr 27, 2022 | Chart of the Day, Economy Roaring inflation may have been avoided had the Fed adopted a rules-based approach. The Taylor rule shows where short-term rates ...
The Fed Readies Its $1 Trillion Asset Eraser: 2 Keys for Your Portfolio by Charles Sizemore | Apr 8, 2022 | Markets It’s been a nasty week in the market thanks to one entity: the Federal Reserve. Here's how to trade the ...