Expect More Rate Cuts
Posted September 29, 2019
Credit Growth in the United States has been the most important driver of economic growth for decades, so it is important to monitor it closely. If
Tag Archives: The Fed
The Yield Crash Signals Pain Ahead
Posted June 5, 2019
The collapse in Government Bond Yields during May was a clear signal that investors are afraid the stock market may be headed significantly lower. The
Looser Monetary Policy Will Be Required
Posted April 25, 2019
As recently as 1969, US savings were sufficient to fund all US debt. How things have changed. Last year, the US had only enough savings to finance
Expect Fed Rate Cuts This Year
Posted April 11, 2019
Credit Growth drives Economic Growth. But the United States doesn’t save enough to finance all that it borrows. It hasn’t for a very long time. To finance