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In Fed We Trust? (part 2)

By Jeff Hybiak, CFA • September 30, 2016 • 0 Comments
In Fed We Trust? (part 2)

This week Business Insider had a chart illustrating just how bad the Fed has been at predicting where interest rates will be (you know the very thing the Fed controls).  Keep in mind, their interest rate forecasts are based on their predictions for the economy, so

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Chart of the Week,Federal Reserve

A Dose of Reality

By Jeff Hybiak, CFA • September 26, 2016 • 0 Comments
A Dose of Reality

After celebrating the “no rate hike” announcement from the Fed Wednesday afternoon and Thursday morning, market participants seem to be shifting their attention to the REASON the Fed didn’t raise rates — economic growth is again decelerating.  

 

While the fact remains my economic indicators

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Deutsche Bank,Expected Returns,Valuations

The Productivity Conundrum

By Jeff Hybiak, CFA • September 23, 2016 • 0 Comments
The Productivity Conundrum

During Fed Chair Janet Yellen’s press conference on Wednesday a question came up regarding Productivity. Chair Yellen expressed the committee’s frustration and concern over the lack of productivity growth in our economy.  She cited the lower productivity growth as a reason for the Fed’

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Chart of the Week,economic growth,Productivity

Still all about the Fed

By Jeff Hybiak, CFA • September 19, 2016 • 0 Comments
Still all about the Fed

It’s another week where the highlight will be the “much anticipated” Fed meeting. I’m not sure how we got here or what will happen to get away from this focus on the Fed, but it’s not normal for a central bank to

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Bank of Japan,Dividend Yield,Federal Reserve,Quantitative Easing

Still the most attractive bond

By Jeff Hybiak, CFA • September 16, 2016 • 0 Comments
Still the most attractive bond

While numerous analysts are calling for US 10 Year Treasury bond yields to surpass 2% by year end, the fact remains US Treasuries are still far more attractive than any other developed country in the world.  Investors should be careful believing interest rates MUST go up simply because they

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bonds,Chart of the Week,Interest Rates
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The purpose of SEM’s Traders Blog is to provide simple explanations about the current market environment. It is designed to give advisors talking points about the market and for individual investors to better understand what is happening.

Each week SEM posts a Chart of the Week to illustrate one aspect of the market in a different way than you might hear in the mainstream financial media. Throughout the week other posts will be made depending on the volatility, news events, or changes in SEM’s Scientifically Engineered Models​

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