Inflation and Higher Interest Rates

Inflation and Higher Interest Rates

We are flirting with higher interest rates. Last week, yields on 10-year Treasury bonds rose to a 17-month high of 2.44 percent, reported The Wall Street Journal, before retreating to finish the week at about 2.4 percent. As we’ve mentioned previously, some experts...
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...
Negative Interest Rates

Negative Interest Rates

How low can rates go? The Bank of Japan (BOJ) dove into the negative interest rate rabbit hole last week when it dropped its benchmark interest rate to minus 0.1 percent. If you’ve been following Japan’s story, then you know the country has been struggling...
When Will The Fed Raise Rates?

When Will The Fed Raise Rates?

When Will The Fed Raise Rates? So, when exactly is the Federal Reserve going to increase the rate for overnight borrowing that they have held at the zero bound for 5 years (and counting)? It’s a question that has plagued bond investors throughout the first quarter of...

Weekly Perspective – June 30, 2014

The Markets Last week, the U.S. Department of Commerce delivered news that was about as welcome as a report of a great white shark sighting off a popular beach during the Fourth of July holiday. The Commerce Department’s third revision of its estimate for economic...
The Long-Term Affect of Low Interest Rates

The Long-Term Affect of Low Interest Rates

How Have Low Interest Rates Affected Economies, Governments, And Individuals During The Past Few Years? Late last year, McKinsey & Company released a report that took a closer look at “the distributional affects and risks” of quantitative easing (QE)...
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