Lance Gaitan | TalkMarkets | Page 3
Editor at Dent Research
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Lance Gaitan graduated from Franklin University in Columbus, OH with a degree in Finance. After graduating and working as an auditor for an insurance administrator as a number of years, attained his securities license and then went to work as a broker for a small firm. In the mid-1990’s ...more

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Fed: Mixed Messages
Two weeks ago, the Federal Reserve decided to hike rates again. This was no surprise. What was surprising, however, was the subsequent drop in long-term rates and the further flattening of the yield curve.
Yields Drop After Fed Hikes Rates
The Fed still expects to hike rates two more times this year, three times next year, and a couple more times in 2020. Balance sheet reductions will total $20 billion this month and $30 billion next month. So no change in that plan.
Is That Inflation On The Horizon?
Treasury bonds were fairly quiet last week and have been tame so far this week too.
What’s Up For 2018? Inflation And Interest Rates
Rising rates will spook stock investors and likely trigger a major sell-off. I believe we’ll see a major sell-off in both stocks and bonds which, is unusual because money from stock sales usually move to the safety of Treasurys.
Can We Live Without A Central Bank?
Our central bank has been around our entire lives (well, unless you’re over 100 years old!), and many believe it’s a necessary evil, like paying taxes and tolerating our government. Can we live without it?
Is The Federal Reserve Doing Its Job?
The Fed seems perfectly happy with itself because the unemployment rate has fallen to historically low levels, now reportedly at 4.4%. Job creation seems to be moving at a healthy pace, but wages aren’t rising.
Abolish The Fed?
The Fed still tries to control the booms and busts of the business cycle, but it’s been known to create or even exacerbate them. Arguably, even the stock bubble we see today is the fault of the Fed’s machinations.
Rate Hikes On The Horizon?
Last Friday’s jobs data filled most investors with confidence going into the second half of the year. This week, notwithstanding some disconcerting nuclear brinkmanship, markets remain calm.
Central Bank Of The World
The Fed is no small thing. It drives monetary policy, guided by a “dual mandate:”: by following a dual mandate: maximize jobs and wages and stabilize prices.
What Should The Fed Be Worried About?
You’re probably a little fed up with the Fed, but it’s worth paying attention to our nation’s central bank, even if it holds less influence than it would like to think.
The Fed Decides… No Surprise
The Federal Reserve is one of the most powerful economic engines in this country, if not the world.
The Fed Is Full Of It. The Yield Curve Is Not
The current yield curve looks much flatter. Short-term yields moved higher, mirroring the Fed’s rate hikes, and the middle of the curve has drifted higher. But long-term rates are about where they were five years ago.
It’s A “Risk On” World Right Now
In today’s markets, traders clearly believe that risk IS reward… That’s one reason long-term interest rates are climbing: Investors are absolutely more attracted to equities’ potential upside than to the safety of Treasury bonds.
The $4.5 Trillion Gift
From 2008 through 2014, the Fed used every tool it had to fight deflation, create jobs, and grow wages. The unemployment rate finally shrank to 4.5%, and inflation grew to its 2% target (just this year).
Are You Listening?
Yields fell back to where they were before all the Fed talk. The Fed prefers to control the entire yield curve, but it has its limits.
Who’s On Deck At The Fed?
With a new U.S. President-elect, what will the Fed look like in the near future? Will Trump try to fire Fed Chair Yellen? Will the new appointees really make any difference at the Fed? Let’s take a look at who’s on deck.
33 to 48 of 66 Posts