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Is the Federal Reserve to Blame for the Recent Market Volatility?

Why are markets so volatile even though the Federal Reserve telegraphed their interest rate stance? Under the leadership of Chairman Jerome Powell, today’s Federal Reserve Board was supposed to be different than boards of the past.  Although the Fed’s dual mandate continues to be maximum sustainable employment and stable prices, a goal of this board … Continue reading Is the Federal Reserve to Blame for the Recent Market Volatility?

Friend or Foe?

Changing the way investors look at volatility from “risk” to “opportunity” can be the most powerful tool investors can utilize to combat turbulent times. 2021 was one of the better years on record for financial markets. Aside from fixed income, all asset classes delivered positive returns and three – U.S. Equities, Natural Resources and Real … Continue reading Friend or Foe?

The Great Fall of China

The consensus seems to feel Chinese equities are uninvestable. Read why the herd could be wrong. The year was 2019. Chinese equities were in the middle of a strong year. Nearly half of the world’s largest technology companies by market capitalization were based in China. The Chinese government was on a mission to catch then … Continue reading The Great Fall of China

Mid-Cycle: Keep Calm and Carry On

What might monetary tightening bring for markets? Markets have navigated the recovery phase of the economic cycle supported by monetary and fiscal authorities who have injected record levels of liquidity into the financial system. That’s changing. The Federal Reserve is expected to increase interest rates in 2022, to help fight inflation, while U.S. fiscal policy … Continue reading Mid-Cycle: Keep Calm and Carry On

Buy Economically Sensitive for a Sensitive Economy

Where are the superior risk/rewards in this sensitive economy? Many investments have more than doubled since their pandemic lows.  However, the U.S. equities market is in an interesting position as we enter the fourth quarter.  Due to the sizable disruptions caused by the Delta variant and ongoing global supply chain issues, global markets have become … Continue reading Buy Economically Sensitive for a Sensitive Economy

Quantitative Easing, Tapering, Liftoff, and Rolloff

What Does It All Mean? The primary monetary policy tool for central banks is setting the level of short-term interest rates.  For the U.S. Federal Reserve (Fed), this means adjusting short-term interest rates to support its dual mandate of price stability (controlling inflation) and maximum sustainable employment.  However, once short-term interest rates are set near-zero, … Continue reading Quantitative Easing, Tapering, Liftoff, and Rolloff