The Fed held their annual Monetary Policy Symposium late last week. The purpose of the meeting is to gather the “great minds” in economics to discuss economic theories. Over the last 7 years as long-discussed theories were put into practice, this meeting has carried more significance
With so many market participants focused on Fed policies and their NEXT move, it is important to understand what the Fed can and cannot control. While the Fed sets SHORT-TERM rates and can use open market operations to control them, the free market sets LONG-TERM rates.
One of
We continue to see a market that is afraid of commitment. A growing number of institutional investors are openly questioning the Fed’s ability to stimulate the economy. The Fed’s inability to forecast the last crisis, even after it had already started has led some
What should we expect from the economy over the short & long-term?
What does this mean for the Fed and their interest rate decisions?
Most importantly, how should investors be positioned?
I’ve been struggling lately to get a feel for what the market participants are focusing on. Sometimes it’s easy to see the theme, other times it’s not.
Over the weekend I went through every link on my links page (now called
