802, 2016

Multiple Factors Lead to Volatility and Confusion

By |February 8th, 2016|0 Comments

So, what happens from here? The financial markets are trading all over the lot as investors remain confused in regards to interest rates, stock futures, commodity prices, and the dollar. Last week’s volatile behavior was influenced mostly by mixed reports on the economy, a jump in the value of the dollar, and uncertainty about future Fed policy. The […]

102, 2016

Fed Punts and Bond Yields Drop

By |February 1st, 2016|0 Comments

Whoa!! The Fed punted and left the bond community scratching their heads. The FOMC voted unanimously last week to leave its over-night rate unchanged with a dovish tone towards future monetary policy. The committee suggested that they were reasonably confident that inflation would rise but maybe not any time soon. Bottom line is that they produced no evidence that […]

3108, 2015

US Treasury Yield Curve, 8-30-2015

By |August 31st, 2015|0 Comments

Will the Fed pull the trigger at either the September, October, or December FOMC meeting? I believe the financial markets are so fed-up with “will they or won’t they” that any rate hike this year will be viewed as a non-event. The probability is 90% certain that we will see the Fed do what needs to be done […]

204, 2015

First Quarter Review

By |April 2nd, 2015|0 Comments

THE ECONOMY: The U.S. Economy powered through the fourth quarter of 2014 as the final revision to GDP showed unchanged growth at 2.2%. The strong dollar has slowed export activity and accounts for much of the current negatives in the economy. GDP growth in the first quarter of 2015, and beyond, looks to be something less than desired as […]