“The Fed’s goal is to destroy the economy in order to save it,” says Research Affiliates’ founder and chairman Rob Arnott in an interview with Fox Business News, using the…
Tag: Federal Reserve
If Labor Market Falters, Feds Will Give Up Hikes
The Fed has done enough and should pause rate hikes for good, says Wharton School of Business professor Jeremy Siegel in an interview with CNBC. However, though the Fed did…
Jupiter Fund Manager Bets Markets Are Wrong On Fed
Top manager Mark Nash, who heads up the Jupiter Strategic Absolute Return Bond Fund, is betting against the market expectations that the Fed will cut interest rates in 2023 and…
The Fed Screwed Up, Says Real Estate Mogul Sam Zell
Billionaire investor and Chairman of Equity Group Investments Sam Zell hasn’t gone through the same “rethinking” on the possibility of a recession that many others on Wall Street have. In…
Investors That Oversee $5 Trillion Bet On Avoiding A Recession
Professional investors who are pouring money into bets that the U.S. economy will avoid a recession are taking a big risk, portends an article in Bloomberg. A study from Goldman…
Talking Convexity, Interest Rates and the Future of Inflation with Harley Bassman
In this episode we are joined by Harley Bassman, Managing Partner at Simplify ETFs. Harley’s work on convexity and how to utilize it in portfolios earned him the nickname the…
The Fed Is No Longer The Market’s Friend
In the wake of the Fed’s latest 0.75 percentage point interest rate hike, and Fed Chair Jerome Powell’s indication that the central bank isn’t done yet, the Dow Jones Industrial…
S&P 500’s Bad Earnings May Be Exactly What The Fed Wants
Alphabet recently told investors that demand for advertising was beginning to slow, and in the wake of the announcement, the company lost $70 billion and the Nasdaq 100 dropped 2.3%.…
The Other Looming Doomsday Scenario
While many investors may see inflation as the biggest threat to their holdings, some are more worried about the possibility of the Fed exiting bonds, portends an article in The…
Powell Abandons Soft Landing
Federal Reserve Chair Jerome Powell has abandoned his goal of a “soft landing” and is engineering something that could be much more difficult for the economy, according to an article…
