The FED Turns Hawkish

The FED Turns Hawkish

The Federal Reserve put a hitch in the markets’ giddy-up last week. It wasn’t the Fed’s second interest rate hike in a decade that caused markets to stumble. December’s rate hike was old news before it happened. In mid-December, Reuters reported Fed funds futures...
Rates are DEFINITELY Going Up… at Some Point… in the Future

Rates are DEFINITELY Going Up… at Some Point… in the Future

Last week, Wall Street was speculating about monetary policy with the enthusiasm of commentators trying to predict who will bring home Olympic gold. The Federal Open Market Committee (FOMC) is expected to introduce another rate hike before the end of 2016, according...
The FED – BREXIT Combo

The FED – BREXIT Combo

The world’s stock markets took it on the chin last week. A one-two punch was delivered with the Federal Open Market Committee (FOMC) meeting leading and concerns Britain will leave the European Union following. On Wednesday, the Federal Reserve confirmed what many had...
The FED Effects Sentiment

The FED Effects Sentiment

Everyone makes mistakes. Some people learn from them. In GMO’s March 2016 white paper, James Montier and Philip Pilkington continued to explore the Federal Reserve’s influence – The FED Effects – on the stock market. It was a process they’d begun in 2015...
Markets Come To Terms With Rising Rates

Markets Come To Terms With Rising Rates

The Markets Financial markets were remarkably calm last week, finally seeming to come to terms with rising rates. Many stock markets in the United States, Europe, and Asia moved higher as investors chose to focus their attention on the minutes of the October 27-28,...

Weekly Perspective, January 6, 2014

Weekly Perspective on Markets (Published to Clients on 1/6/14) Like a half-full bottle of champagne that was left uncorked overnight, stock markets were anything but effervescent during the first few days of 2014. On Tuesday, December 31, the Standard &...
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