Tag Archives: Federal Reserve

July 23

The only thing worse than an independent Fed

By David Nelson, CFA After 18 months, in office no one should be surprised when President Trump takes to social media to weigh in on any number of taboo topics. He speaks in stream of consciousness weighing in on whatever is in his mind at the moment. The lack of editorial control has forced our […]

September 25

Fed Trek – The Great Unwind

By David Nelson, CFA [These are the voyages of the Federal Reserve. Its five-year mission: to unwind a massive balance sheet, to seek out inflation and low unemployment, to boldly go where no man has gone before.] There was no shortage of news last week as the S&P 500 closed at another all-time high. Kim […]

September 19

Fed Decision on Deck

Less than 50% of economists are expecting another hike this year. David says the focus of the September meeting will be the $4.5 Balance sheet.      

October 24

The U.S. Dollar – Public Enemy #1

By David Nelson, CFA A myriad of factors seem to be colliding forcing some of the world’s top strategists to the sidelines. The approaching election, a confused Fed and stretched valuations weigh on sentiment as the markets here continue to churn forcing investors to bounce from one sector to the next searching for the Holy […]

September 25

I’ve good news & bad news for investors – Which do you want first?

By David Nelson, CFA I’ve got some good news and bad news. The good news is: stocks, bonds and gold exhibited high positive correlation last week all moving higher giving most investors something to cheer about after a rough start to the month. The bad news is: stocks, bonds and gold exhibited high positive correlation […]

September 02

Fed Hike for September is Off the Table

Click on Picture for Full Video David joins the TheStreet’s Scott Gamm and Moody’s Analytics Chief Strategist John Lonski to discuss the August jobs report.

August 29

Fed Transparency – Clear as Mud

By David Nelson, CFA Even the press are starting to refer to the Fed’s annual trek to Jackson Hole as little more than a circus. (Barron’s: Fed’s Jackson Hole Circus) I said in last week’s post the commentary will be about as clear as mud followed by a parade of Fed officials each expressing their […]

August 25

All Eyes on Jackson Hole – China TV Interview

David weighs in on Fed Chair Janet Yellen’s upcoming speech in Jackson Hole.

June 21

Yellen’s Senate Testimony Shows Fed is Rattled

Very somber tone from Janet. Latest data rattles the Fed

June 11

Bill Gross – Negative Rates are a Supernova

It’s not often I’m on the same page is Bill. Central Bank policies are having unintended consequences. David sits down with Yahoo anchor Alexis Christophorous and Editor in Chief Andy Serwer.