Article Category: Interest Rates

Bond Yields and the Fed’s New Playbook

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We’ve been hyper-focused on the equity market over the past few months so I thought we’d expand our horizons today and look at a few other markets, particularly the bond market. This discussion should dovetail nicely with recent central bank comments suggesting an alteration of their inflation policy framework – something that could have large consequences down road.


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Posted in: Bonds Debt Federal Reserve Inflation Interest Rates Volatility Yield Curve

Restating the Case for a Rangebound Market

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Most investors, including myself, generally sit squarely within one of two camps: bullish or bearish. My research and observations over the years have left me with a rather simple premise on which to base this judgement. When the economy is expanding, remain firmly bullish, and when growth begins to slow and recession clouds gather, get bearish.


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Posted in: Dollar Earnings Economy Federal Reserve Interest Rates Market Breadth Yield Curve

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