By David Nelson, CFA The Fed cannot and will not deliver on the goals laid out by Fed Chair Jay Powell in his opening remarks at Jackson Hole. The long-term target of 2% inflation is not achievable. Monetary policy on its own isn’t enough to bring down inflation expectations and deliver on the Fed’s principal […]
Tag Archives: Rates
June
23
KRYPTONITE
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo, James Freeman of the Wall Street Journal and Monica Crowley former Assistant Secretary of Treasury for Public Affairs.
April
18
Rethinking 60-40
posted by David Nelson, CFA
By David Nelson, CFA CMT We came into 2022 with a set of market challenges investors knew would prove difficult.The Fed was already gearing up for an intense interest rate hiking cycle, the first since 2018. Add a frightening war in the Ukraine, a sociopath in Russia hell bent on turning the clock back 30 years […]
March
09
#1 With a Bullet!
posted by David Nelson, CFA
David joins Fox Business anchor Maria Bartiromo to weigh in on the recent rise in interest rates and what it means for equity markets
DAVID NELSON, CFA 