Search Results for: yield curve

The curve is steepening as it always does early in expansions. The question of when the Fed will hike rates again will come up next year.

The reality is neither yield capping nor targeting will move the Fed guidance much further in the dovish direction.

The Fed’s emergency rate cut did nothing because it was expected by markets and because it won’t prevent the coronavirus from spreading.

Stocks were expensive, some economic indicators began slowing, election risk increased, and lastly the Fed was not (and might still not be) dovish enough.

We look at the top tail risks fund managers discussed in February, while nvestors are overweight the U.S. and underweight cash, energy, and value stocks.

If you want to understand why inequality is an issue in the 2020 election, look at the savings rate by wealth and the stock ownership of the bottom 50%.

The Fed cut rates in hopes it can turn the economy around, but rate cuts don’t always prevent recessions, but they can help the economy improve.

The declines in both ISM reports pushed the futures market to expect two more rate cuts in 2019, bringing the potential total to four cuts in 2019.

Aggregate hours worked growth is weak and usually such weakness occurs before a recession. Plus, what is driving the decline in the global composite PMI?