Tag: ETFMG Ultra Short ETF

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 of Treasury and mortgage bonds. While the Fed will likely not disappoint on either front, investors will need to contend with how to build in… 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 elevated until inflation abates. Russian aggression is here to stay. Russia is attacking Ukraine militarily and conducting cyber attacks globally. Have you noticed increasing computer… 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 workforce to solve the supply shortage causing much of the steadily rising inflation. Printing less money by no longer buying treasuries and mortgages, raising interest… 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 month buying program.  Our confidence stems from Jay Powell’s reappointment in February. It serves as a lock, given Janet Yellen’s continued support of Powell.  We… Read more »

Inflation and the Fed

The Fed is stuck between a rock and a hard place.  They are responsible for maintaining stable prices and yet are somewhat powerless to affect the supply chain and labor shortage-induced inflation pressures with monetary policy.  While it could certainly be argued that printing $120 billion a month with inflation pressures mounting is akin to… 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 everything possible to support financial markets. We expect them to err on the side of waiting too long to pull back on bond purchases and… 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 making today’s data a disappointment. Next month we could have job losses as shutdowns and growing fatalities continue to take its toll on the country…. Read more »