Federal Reserve Chairman Jerome Powell has no surefire playbook at his disposal (Photo by ANDREW … [+] CABALLERO-REYNOLDS / AFP) AFP via Getty Images “The Fed Is About To Make A Massive Policy E...
Tag: Monetary Policy
Bitcoin’s Price Isn’t Done Falling. How It Could Drop to $10,000.
Text size Stifel’s top equity strategist thinks Bitcoin prices could sink to $10,000. Dreamstime.com The bull case for Bitcoin is that it powers up to $100,000, from recent prices around $43,000...
Buy the dip? Why the stock market’s bounce off January lows may prove premature
A big stock-market bounce after an ugly January might reflect misplaced confidence in a previously tried-and-true trading strategy, a Wall Street analyst warned on Monday. “After a tough markdown of s...
Inflation and the Fed: Why Wall Street Is Misdiagnosing Pandemic Economics
About the authors: Larry Hatheway and Alex Friedman are the co-founders of Jackson Hole Economics, and the former chief economist and chief investment officer, respectively, of UBS. The Federal Reserv...
The next ‘pain trade’ could be on the horizon as investors crowd into bets pegged to Fed monetary policy
Investors may be set up for the next so-called “pain” trade, with market participants increasingly coalescing around expectations that Federal Reserve needs to act aggressively to combat persistent U....
‘This is not 1980’: What investors are watching as next U.S. inflation reading looms
Investors next week will be closely watching for the latest reading on U.S. inflation, which has been running hot against the backdrop of a volatile stock market in 2022. “Inflation will be the data p...
The Jobs Report Reveals a Booming Labor Market. Here’s Where Interest Rates Are Headed.
Text size President Joe Biden speaking about the January jobs report. Saul Loeb/AFP/Getty Images Good news for Main Street, not so good news for Wall Street. Once again, a booming labor market is like...
Forget About Inflation. Contrarians Expect a Recession and a Drop in Bond Yields.
“Something that everyone knows isn’t worth knowing,” as the famed financier Bernard Baruch once observed. And so I was reminded by a long discourse in the New York Times this past week on why bond yie...
When to stop investing in the stock market? Wild price swings are shaking the resolve of some: Is it time to bail out of equities and bonds?
Is it time to bail out of stocks and bonds? This isn’t the market that investors likely signed up for back in 2021 when shares in GameStop Corp. GME, +4.69% and movie chain AMC Entertainment Holdings ...
What to expect from markets in the next six weeks, before the Federal Reserve revamps its easy-money stance
Federal Reserve Chairman Jerome Powell fired a warning shot across Wall Street last week, telling investors the time has come for financial markets to stand on their own feet, while he works to tame i...
Housing Market Is the Fed’s Frankenstein, and It Won’t Be Easily Tamed
Fed chief Jerome Powell says there is an ‘element of uncertainty around the balance sheet’ and the central bank’s plans to shrink it from the pandemic-inflated $9 trillion at which it now stands. Grae...
Fed rate hikes are coming — how to tackle your savings, mortgage, car payments and credit-card debt in advance
Wall Street investors and Washington D.C. lawmakers are closely listening to what Federal Reserve Chairman Jerome Powell says Wednesday about the central bank’s next steps in its fight against decades...
Here’s What to Watch as the Fed Gets Set to Raise Rates and Shrink Balance Sheet
Anxiety is high as the Federal Reserve wraps its first meeting of the year. Will the central bank abruptly end its emergency bond-buying program ahead of schedule? Are more rate increases in store, an...
Fed will raise its policy interest rate above the inflation rate ‘sooner rather than later,’ says ex-governor Quarles who resigned last month
Former Federal Reserve Governor Randal Quarles said Tuesday that he thinks the Fed will move swiftly to raise its policy interest rate above the inflation rate because that is the only way to defeat i...
What’s Next For Fiscal And Monetary Policy?
The COVID-19 pandemic has had significant impact on our domestic economy. It comes as no surprise that the ongoing pandemic will continue to influence our economic policies for years to come. The chal...
Opinion: Thankfully, the Fed has decided to stop digging, but it has a lot of work to do before it gets us out of hole we’re in
NEW HAVEN, Conn. (Project Syndicate)—The Federal Reserve has turned on a dime, an uncharacteristic about-face for an institution long noted for slow and deliberate shifts in monetary policy. While the...
As stock market plunges, a star money manager says the Fed is making a mistake by focusing on rates. Here’s what Scott Minerd says it should do instead.
The Federal Reserve is under the gun as the market plunges ahead of its first rate-setting meeting of 2022, and at least one star money manager says that the central bank could be making a policy erro...
Growth slowdown to spark 10% stock plunge, Morgan Stanley warns
Investors may be playing with fire. According to Morgan Stanley’s Mike Wilson, the S&P 500 is vulnerable to a 10% plunge despite Monday’s late buying binge. He warns investors are dang...
The Fed Is Ignoring the Money Supply and Letting Inflation Rip
Text size Farmers descended on Washington to protest high interest rates in 1979. Charles Harrity/AP/Shutterstock About the author: Robert Heller is a former member of the Federal Reserve Board of Gov...
The 60/40 portfolio ‘is in danger’ as Federal Reserve gears up for a rate-hike cycle in coming months
The traditional portfolio mix of 60% stocks and 40% bonds, historically seen as the safest allocation for investors of moderate-risk tolerance, “is in danger” as the Federal Reserve gears up for its f...
Brace for a volatile 2022, but cling to this tech stalwart when the storm comes, says investment adviser
The pain is piling up for equity investors after the long U.S. holiday weekend, with bond yields at levels not seen since early 2020, and oil prices tapping 2014 highs. The pace of Federal Reserve mon...
Tech Is Falling Again. Why Apple, Tesla, and Other Tech Stocks Are Still Buys.
Text size Apple and other tech stocks have had a rough start to 2022. They could still be good picks. Justin Sullivan/Getty Images Tech stocks are getting slammed yet again, for familiar reasons. Inve...
Fed needs to ‘shock and awe’ the market with one big rate hike, Bill Ackman says
Billionaire hedge-fund manager Bill Ackman said the Federal Reserve needs to deliver old-fashioned “shock and awe” to financial markets by delivering a much larger onetime increase to benchmark intere...
6 Stocks for a 2022 of Higher Interest Rates and Slower Earnings Growth
Don’t let inflation fears dominate your investment thoughts. Save time to worry about earnings growth, too. Below, some statistical bellyaching and portfolio defeatism, plus one Wall Street bank’s top...