This year’s sharp rise in treasury yields creates an attractive opportunity in short-term bonds heading into 2023 as the Fed slows the pace of rate hikes. The Fed is set… Read more »
Tag: VALT
Inflation Can Persist as Demand Declines
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 »
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 »
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… 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 »
