Bears Beware: Rate Cuts Ahead
Posted November 27, 2023
The stock market and the bond market have both rallied sharply this month on the belief that interest rates have peaked and that the Fed
Tag Archives: Bonds
Interview: Brutal Wealth Destruction
Posted May 27, 2022
Stocks and bonds have experienced a brutal selloff so far this year and the worst may still be ahead, with property prices likely to be
When The Fed Tapers QE, Will Asset Prices Crash?
Posted May 28, 2021
The Fed is now signaling that it will soon begin to discuss when to Taper Quantitative Easing. This is an important policy development that could
Interview: Liquidity Tsunami vs. Inflation Fears
Posted March 19, 2021
A battle between two powerful opposing forces is now playing out in the financial markets. The stakes riding on the outcome of this fight are
Interview: Surviving The Covid Crisis
Posted July 2, 2020
I had a really good conversation with Patrick Donohoe for the Wealth Standard podcast recently. I enjoyed this interview. Its length made it possible to go into
Yield Curve Control Coming Soon
Posted June 27, 2020
The Fed is likely to adopt Yield Curve Control as its primary policy tool to manage the level of interest rates in the United States. The