Tag Archives: Janet Yellen

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 06

The Fed Needs to Speak with 1 Voice or Not at All

By David Nelson, CFA 38,000 – That’s all we got in the way of jobs in May leaving bulls scratching their head and bears looking for the next shoe to drop. In addition to creating a roller coaster day for traders, Friday’s weak employment report set off the usual round of conflicting statements from Fed […]

June 01

The Pain Trade is Up

By David Nelson, CFA The Pain Trade – Definition by Investopedia The tendency of markets to deliver the maximum amount of punishment to the most investors from time to time. A pain trade occurs when a popular asset class or widely followed investing strategy takes an unexpected turn that catches most investors flat-footed. Background It’s […]

April 20

Trump Hints Yellen Would Be Out as Fed Chair

David joins Fox Business anchor Charles Payne to discuss Donald Trump’s latest threat that Janet Yellen’s days are numbered at the Fed

September 17

Fed Day – It’s Time for a Change

By David Nelson, CFA Investors are lining up on either side of the DMZ choosing sides in the FOMC language debate. The Fed has been giving us signals for months that a change is coming. Dallas Fed President Richard Fisher set the ball in motion in July with his Op-Ed “The Danger of Too Loose […]

September 11

The One Word That Matters Most – Redux

By David Nelson, CFA The debate surrounding an inevitable Fed hike has preoccupied investors and those sitting behind the hollowed walls of the Federal Reserve for the last half decade. The pros and cons of Fed policy have been well vetted. The conversation today seems to have finally shifted from “should” they remove accommodation to […]

August 22

BNN – Fed Speak – Full Interview

David does an in depth interview on Canada’s Business News Network. Trying to interpret Fed Speak takes year’s of experience.

August 22

Fed Speak – What Does it Mean for Stocks

David tries to decipher Janet Yellen’s comments from Jackson Hole

August 21

Hawks vs Doves – Fed Exit is closer than you think

By David Nelson, CFA Evidence continues to mount supporting my view the Fed is moving to an eventual exit quicker than the street believes. Yesterday’s release of July’s FOMC minutes has to be viewed as hawkish. The only debate is to what degree. I stand by my call that the first hikes will come during […]