Prominent St Louis Fed Chair James Bullard doesn’t like gaming investor expectations. The Federal Reserve has conveyed to the markets that they will not cut rates in June, but hinted the Fed will oblige in late July. Bullard feels that if you see weakness now that warrants lower interest rates,…
The Federal Reserve Bank was created 106 years ago to ensure the functioning of the US financial system with the goals of maximum employment, stable prices, and moderate interest rates. These goals are achieved through four mechanisms, but primarily through adjusting various central bank interest rates and the buying and…
While the “No Pain, No Gain” fitness mantra has been somewhat debunked, it may hold true with regards to Trump achieving an all encompassing Trade Agreement with China. Throughout the first 4 months of 2019, confidence in a first half of the year China trade deal soared along with stock investor…
US Treasury debt instruments are deemed the safest in the world with the 10 Year Treasury Note being the most popular. While safety, foreign bond rate competition and inflation expectations are among the most important factors affecting the yields of US Treasuries, Quantitative Easing (QE) is also an influence in this unique era…
Over 2,000 years ago Iran, known then as Persia, was the worlds first super power. Since becoming an anti-western theocratic Islamic Republic in 1979, Iran has been in the cross-hairs of conservative leaders in the US. In 2016 President Trump campaigned on vows to defang Iran and has doggedly attacked…
Today’s economy has often been called the Goldilocks economy: it’s not too slow or fast, it’s just about right. Economic Goldilocks today is manifested by persistently low inflation, interest rates and unemployment with simultaneous strong economic and income growth. After a record setting 10 year growth phase, the US is…
Virtually every week this year confidence of a major trade agreement between the US and China has grown. Just a few days ago Trump surrogates spread rumors that a deal would be announced in a week. Suddenly, a lack of progress on trade deal enforcement terms has triggered Trump to…
Our Favorite Stock list has been consistently populated with growth and momentum stocks such as PayPal, Visa, Splunk, Coupa and Twilio. With some frothy values among this fast growing digital sector and a possible inflection point arriving with good or bad news out of the China and US trade progress…
Most economists underestimated the stellar first quarter GDP of 3.2 percent and increasingly doubt their consensus 2020 recession forecast. While we also assumed a softer first quarter, we have remained Bullish on the economy and still expect no recession the next 2 years as the consensus of economists and CEO’s…
Once upon a time, Iranian rulers controlled almost half of civilization with an increasingly hostile view of progressive Western culture. In modern times, Iran was our close strategic ally for several decades after WWII, garnering the furtive muscle of the CIA to sustain the alliance. Unwittingly, President Eisenhower laid the…
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