…unemployment and television give “little cause for concern just now.” In a recent note to clients, the firm’s co-founder Nicholas Colas added, “If the Federal Reserve looked at Google Trends…
Search Results for: federal reserve
Gundlach: The Next Recession Will Come with A Lot of Turmoil
In an interview with Yahoo Finance earlier this year, DoubleLine Capital CEO Jeffrey Gundlach shared insights about the markets and the economy. Here are some highlights: The Federal Reserve seems…
Zero Interest Rates Forever?
A recent article in Bloomberg discusses the outlook for the federal deficit and potential repercussions with respect to interest rates. The article reports that the Congressional Budget Office’s release of…
Goldman: Value Investing Still Alive, with This Twist
…value stocks as “an easier monetary policy from the Federal Reserve would give a boost to growth expectations.” It adds that Goldman has screened for value stocks with “a quality…
El-Erian on the Meaning of the Market Rebound
…rate cuts now baked in by the markets and the “consensus justification for such an aggressive policy move by the Federal Reserve.” Further, he writes, “the effectiveness of monetary policy…
Warren Buffett: Investors Should Stop Picking Stocks
…to the mix the federal regulation of company information “you have a system that makes it very difficult to find relative bargains.” The article concludes that Buffett is “as usual,…
The U.S. Expansion is Still Going
…cites comments made by Federal Reserve Chair Jerome Powell, who said the U.S. is “on a good path for this year” due to healthy growth, a strong labor market and…
Insights from Top Investment Manager
…Two of Johnston’s biggest concerns are; (1) the social divide and the wealth gap, and (2) the federal deficit. Wealth gap: Johnston points out that 0.1% of the U.S. population…
A Contrarian Bet on Inflation by Fund Giants BlackRock, Pimco and Vanguard
Although inflation has long fallen short of the Federal Reserve’s 2 percent target for years, some of the biggest funds are betting on the tide turning, according to an article…
Five Questions: The Importance of Narratives with Ben Hunt
…that matters, but rather the story that people tell about the story. For example, the Federal Reserve did pretty much what everyone expected it to do in 2018, but the…