The U.S. Federal Reserve threw a curveball at market participants yesterday, and if you’re like me you’re a bit confused. Heading into yesterday’s meeting, expectations were that the Fed would raise rates four times in …
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It’s been exactly three months since the U.S. Federal Reserve raised interest rates from zero. A lot has happened since then in global financial markets, but looking at the year to date performance of some …
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Shares of JP Morgan have shown incredible relative strength to every major bank stock the world over, only down 19% from its 52 week highs and down about 14% in 2016. In the U.S., large …
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The Federal Reserve just released the Testimony that Fed Chairwoman Yellen will give before Congress today at 10am: Chair #Yellen presents the Monetary Policy Report to the House Financial Services Committee: https://t.co/97iMa8Z1LK — Federal Reserve …
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We had Global Macro Investor‘s Raoul Pal on CNBC’s Fast Money last night. He detailed his generally gloomy outlook for the global economy and offered a fairly non-consensus view that the yield on the 10 …
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As we near the Federal Reserve’s last FOMC meeting of the year next Wednesday, the Fed Fund futures are implying about a 72% change that the committee will vote to raise interest rates for the …
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I think it’s fair to say that most of the volatility (up and down) in global equity markets over the last twenty years has resulted from investment bubbles created, fueled and then mismanaged by easy monetary policies. That …
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The last time we traded the Utilities Select etf (XLU) was back in late December 2014 when the etf was approaching new all time highs, up 30% on the year, and by far the best performing …
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The data dependent Federal Reserve sees green-shoots in the U.S. economy. As they should after trillions of dollars of monetary and fiscal stimulus since the financial crisis. Employment data is nearing their targets for a …
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The investment world is breathless with anticipation for Fed Chair Yellen’s testimony today in front of Congress. The uncertainty if and when the Federal Reserve will raise the Fed Fund rates, a rate that has …
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