Weekly Perspective, September 26, 2011
The Markets The Federal Reserve did “The Twist,”but the financial markets ended up in “A Knot.” In a much anticipated action dubbed “Operation Twist,” the Federal Reserve announced last week it would...
View ArticleDon’t Get Caught Up in the Day-toDay Noise, February 27, 2012
DON’T GET CAUGHT UP IN THE DAY-TO-DAY NOISE Investors tend to get caught up in the day-to-day noise of the financial markets even though the markets often move in long secular cycles that can last more...
View ArticleIs There a Bubble in the Bond Market? June 18, 2012
IS THERE A BUBBLE IN THE BOND MARKET? As you know, interest rates are near record lows and that hurts savers who were used to receiving relatively high and mostly risk-free income on their savings. For...
View ArticleAre Low Interest Rates Good or Bad for the Stock Market? November 19, 2012
ARE LOW INTEREST RATES GOOD OR BAD FOR THE STOCK MARKET? As you are painfully aware, interest rates in general are very low. There are three main reasons for this: Consumer demand for interest-bearing...
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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...
View ArticleWeekly 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...
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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...
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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...
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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...
View ArticleInflation 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...
View ArticleAre Higher Interest Rates Ahead?
Things you may want to know… Last Friday, Financial Times (FT) published, ‘Five markets charts that matter for investors.’ Among the issues addressed in the charts were: The bond market bear watch. The...
View ArticleU.S. Treasuries Are Offering a Lesson in Supply and Demand.
Last week, the U.S. Treasury auctioned $258 billion in bonds. Treasury auctions are the way the United States government finances its debt. The Treasury sells short-, intermediate-, and long-term IOUs,...
View ArticleIs There a Bubble in the Bond Market? June 18, 2012
IS THERE A BUBBLE IN THE BOND MARKET? As you know, interest rates are near record lows and that hurts savers who were used to receiving relatively high and mostly risk-free income on their savings. For...
View ArticleThe 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...
View ArticleWeekly 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...
View ArticleWhen 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...
View ArticleNegative 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...
View ArticleThe 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...
View ArticleInflation 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...
View ArticleAre Higher Interest Rates Ahead?
Things you may want to know… Last Friday, Financial Times (FT) published, ‘Five markets charts that matter for investors.’ Among the issues addressed in the charts were: The bond market bear watch. The...
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