…much of a difference if home prices continue to depreciate, Sonders says. “The nominal mortgage rate could drop even further, helped by the Federal Reserve’s Operation Twist, which is changing…
Search Results for: federal reserve
Doll Thinks "Period of Greatest Risk" Has Passed
…poised to continue to deliver modestly positive levels of growth,” Doll says. Doll also discusses the possibility of the Federal Reserve enacting another round of quantitative easing (“QE3”). He says…
Election Year A Bullish Sign? Maybe Not
…returns going back to 1932, which, he says, is around the point at which the federal budget became large enough that a president could impact economic cycles. He also used…
Paulsen On Our "Crisis-Phobic Culture"
…there’s significant upside for stocks. He says it’s possible to achieve that growth even with Europe going through its troubles. Paulsen also says he’s glad the Federal Reserve is “out…
Mobius on Commodities, China, The Euro, and Nigeria
Templeton Asset Management’s Mark Mobius says he expects commodity prices to continue to rise, both because he thinks the Federal Reserve will continue to pump more money into the economy,…
Deflation Could Help Us, Trahan Says
Highly-rated strategist Francois Trahan says that “deflation” is not a dirty word, and that the Federal Reserve could help the economy by allowing deflation to stem commodity price inflation that…
Ritholtz: "Austerians" Have It All Wrong
Barry Ritholtz of FusionIQ and The Big Picture blog says that the Federal Reserve has done just about all it can do it fix the economy, and that changes to…
Muhlenkamp Skeptical of Fed Plan; Says Market's "Cadillacs" Cheaper than "Chevys"
Top value investor Ron Muhlenkamp says the Federal Reserve’s “twist” plan is counterproductive and will end up resulting in the opposite of what is intended. Muhlenkamp says the Fed is…
Arnott on Why the Valuation Picture Is Troubling
…about 19, Arnott says, so the current level is only slightly higher. “But,” Arnott says, “this arithmetic misses something important: radical changes in the way the federal government calculates the…
Hussman: Recession Now "Virtually Certain"
…to be viewing the current situation as a replay of the 2010 correction, and are holding out hope that the Federal Reserve will launch another round of “monetary intervention”, as…