Typically, inflation stems from an overheating economy where companies are expanding rapidly to meet expected sustained growth of demand. Too many companies in the same industry all expand capacity at… Read more »
Tag: Bryce Doty
Update on the Fed and Job Market
Latest on the Fed (as of 5/4) Expectations are for the Fed to raise short-term rates by 0.50% and announce an aggressive path for reducing its $9 trillion war chest… Read more »
The Fed: What to Expect and How to React
The yield curve will continue to flatten and invert as investors come to grips with the reality of aggressive Fed tightening and slowing economic growth. Yields will rise and remain… Read more »
Fed to Announce Policy Decisions
This afternoon, the Fed will announce its latest policy decisions. It seems everyone agrees that there is little the Fed can do to bring desperately needed workers back into the… Read more »
Expert Insight on Today’s Fed Meeting
The Fed has cried wolf as it relates to tapering their bond purchases, but this time we believe we will finally hear detailed plans for reducing their $120 billion a… Read more »
Treasuries in a ‘Bubble’
I would think most bond investors see treasuries as in a bubble. Even the lowest inflation predictions are higher than the current 1.28% yield on the 10-year maturity U.S. Treasury,… Read more »
Huge Miss on Jobs
Only 266,000 jobs were created last month instead of the million expected for the second largest miss in history (March 2020 being the worst). The unemployment rate actually rose from… Read more »
Comments on Today’s Economic Data
We are transitioning from “expectations” of a strong economic impact from the combinations of a high savings rate and pent up consumer demand to the incredible reality of just how… Read more »
Vaccines and the Fed
We expect the Federal Reserve to stay very dovish. Despite the promise of a better tomorrow with vaccines rapidly being deployed across the country, the Fed will continue to do… Read more »
Employment Stalls
Spreading shutdowns following the spreading virus caused employment gains to take a pause. While normally 245,000 jobs in November would be something to cheer about, expectations were for 460,000 jobs… Read more »
