…Dudley of the New York Federal Reserve, Marks’ expresses the potential consequences of the tax cuts. He writes, “All else equal, the tax law is likely to result over time…
Search Results for: federal reserve
A Bond Blowout Might Be Coming
…it undershot expectations in 2017 but is anticipated by one measure (the “five-year, five-year forward”) to hit 2.13%, “it’s highest since April, according to the Federal Reserve Bank of St….
Questions to Answer Before Dashing into Cash
…reserve and where to put it? A move to cash, the article argues, should be “based on need and be consistent with the goals of a long-term financial plan, not…
The Value of Cash and the Gurus
…they use it. Cash Hoard If you follow the economic news, you probably have heard that American businesses are flush with cash. The chart below from Bloomberg and the Federal…
Data that May Support Continued Bull Run
…are stretched, those of U.S. agency mortgage-backed securities are “less stretched.” While “normalization of the Federal Reserve’s balance sheet will put slow upward pressure on MBS spreads,” Young expects continued…
Bridgewater's Arguments Against Fed Rate Hikes
Bridgewater Associates, the world’s largest hedge fund, told clients that the Federal Reserve is making a mistake by raising interest rates. This according to a recent article in Business Insider….
Byron Wien's Market Insights from Annual Lunch Series
…of state and local governments in the U.S. as well as the dangers to the federal budget deficit if interest rates were to rise sharply.” He adds that his luncheon…
Buffett-Like Indicator Points to "Frothy" Markets
…effect on the markets than future actions. “The US. Federal Reserve,” he wrote, “appears willing to accelerate the frequency of rate hikes, which could further amplify the negative shocks.” …
Gundlach: Bond Market Trouble Ahead
…The rise in bond yields, the article says, coupled with a “Federal Reserve seemingly committed to raising interest rates a third time this year and speculation the European Central Bank…
Hulbert Cites Bear-Market Warning Indicator
…1980s.” Four of those times, Hulbert asserts, “came right before major stock market tops.” Hulbert reports that, according to recent data from the Federal Reserve, U.S. households have 39.2% of…