…Federal Reserve’s policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and discusses the role…
Search Results for: federal reserve
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
…research. Our guest this week recently published a paper that calls those core ideas of asset pricing theory into question. We speak with Andrew Chen, Principal Economist at the Federal…
Advice from the Bond Market’s Buffett
…around June, similar to the federal-funds futures market’s predictions. In addition to the conflict in the Middle East, Fuss has long been worried about U.S.-China relations and the possibility of…
Free-Money Era Ends With Worst Bond Sell-off In U.S. History
…banking crisis earlier this year, many on Wall Street are worried about just how robust the federal government’s finances are. Free money—zero interest rates and billion-dollar purchases of Treasuries every…
The Birth of the “Fed put”
…the 2008 financial crisis, but the Fed appears to finally be shifting the market away from Fed-put expectations. Just days after the Federal Reserve Bank of New York orchestrated a…
Small Cap Value: Waiting for the Jumpstart
…as larger firms, who have more pricing power in their businesses and negotiating clout with suppliers. Experts are concerned about inflation, but the Federal Reserve has maintained its inflation-fighting stance…
Berkshire’s Annual Meeting Brings Questions About Heir & Bank Failures
…it blew up,” Buffett contended, and in the case of Silicon Valley Bank’s collapse, the results would have been disastrous had not the federal government swept in to guarantee all…
Paul Singer, Who Predicted The Economic Crises, On What’s Next
…every financial emergency by pouring more money into the economy, that enabled federal governments to incur massive deficits and go deeper into debt. It also drove the popularity of cryptocurrency…
Bond Investors Find Opportunities in Turmoil
…exempt from state and federal taxes. Indeed, Baird’s high-duration municipal bond fund holds a gold rating from Morningstar and ranks in the top 4% of its category for its 3-year…
Everyone Is Losing Money, Warns Dalio
…order to fill budget deficits, the federal government will need to borrow money by selling off debt through means such as U.S. Treasurys, but those who buy it need to…