“Notable to Elevated”
The latest Federal Reserve meeting minutes suggest some committee members are concerned about high asset valuations.
The Year of the Big Fluffy Bun
As the markets concluded a fairly flat year, investors are wise to consider the influence of central banks and adjust their expectations for 2016 accordingly.
“Too Much Money?”
“Too much money? There’s no such thing! It’s like a girl too pretty, with too much class, being too lucky, a car too fast.”
The Dots Come Into Focus
Three short thoughts on the prospect of an interest rate increase
Black Gold Dominos
OPEC’s decision on Thanksgiving Day has led to a significant decrease in gas prices. What other implications should investors consider?
“Too Loose, Too Long”
Federal Reserve Governor Richard Fisher has candidly suggested that he and his colleagues risk “overstaying their welcome.” We evaluate the potential ramifications for investors mindful of valuation.
It’s All About That Fed
A wild 45 days leaves no question that “it’s all about that Fed, bout that Fed, bout that Fed.”
The timing of the Fed’s taper may be dominating current debate but the better question may be “what’s next?”
The Dove and The Dissenter
Janet Yellen is slated to become the most powerful woman in the world as she assumes the Chair of the Federal Reserve in January. Investors should be familiar with her tendencies – and mindful of her colleague’s concerns.
“Conditional on the Data”
Markets were taken by surprise when the Fed announced they would continue their monthly bond purchases. We take a look at why Bernanke’s earlier statements may have caused some confusion and ask what it means for future policy decisions.