Key Takeaways The Federal Reserve (Fed) cut rates for the third time this year. Historically, three rate cuts have been the sweet spot for stocks. The Fed rate cuts have improved investor sentiment and “un-inverted” the yield curve, quieting...
Read moreWhat happens to stocks after the first rate cut?
Key Takeaways Historically stocks go higher after the first Fed rate cut. Not all fed rate cuts are created equal. For the stock market, the state of the economy when the Fed begins to cut rates is key to its success. While stock markets have set...
Read moreMaking Sense of the Fed’s Latest Decision
Making Sense of the Fed’s Latest Decision The U.S. Federal Reserve (Fed) left interest rates unchanged Wednesday but signaled it is ready to cut interest rates in the future to address rising global uncertainty. The last time the Fed cut interest...
Read moreThe Rally in 2019 – A Tale of Two Assets
The Rally in 2019 – A Tale of Two Assets So far, 2019 has proven to be a very different year in markets compared to 2018. Prospects of a U.S./China trade deal and a “patient” Federal Reserve (Fed) have led to a sharp rally, reversing the losses...
Read moreThe State of U.S. Household Debt
The State of U.S. Household Debt U.S. household debt rose to $13.3 trillion as of the second quarter of 2018, according to the Federal Reserve Bank of New York – higher than the previous peak of $12.68 trillion in the third quarter of 2008. The...
Read moreShould We Worry About Inflation?
Should We Worry About Inflation? Synopsis: The market sold off in February on concerns that the strong economy may overheat, inflation may spike, and the Federal Reserve (Fed) may then raise interest rates more aggressively to try and combat...
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