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 […]
Tag Archives: Federal Reserve
September
25
Fed Trek – The Great Unwind
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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?
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
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
posted by David Nelson, CFA
David weighs in on Fed Chair Janet Yellen’s upcoming speech in Jackson Hole.
June
21
Yellen’s Senate Testimony Shows Fed is Rattled
posted by David Nelson, CFA
Very somber tone from Janet. Latest data rattles the Fed
June
11
Bill Gross – Negative Rates are a Supernova
posted by David Nelson, CFA
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.
