Markets are smelling blood in the water, but do they have enough evidence to price a policy turnaround? Not yet in our view. The BoE’s reluctance to buy gilts is a sign that...
There seems to be a disconcerting shift in assumptions about interest rates and markets. More specifically, a broadening complacency about the implications of a Fed pivot –defined as a halting of rate hikes...
The Federal Reserve’s recent attempt to check inflation has been somewhat successful and some macro factors have also gone its way. This morning’s CPI bolsters the case that falling gas prices are helping...
https://www.youtube.com/watch?v=BEBJNzh-r88Have the near-term odds of a Fed pivot dropped?Yes, concludes financial advisor Lance Roberts.The Fed is hiking interest rates to destroy demand.Most experts think the Fed will continue until it either tames inflation...
by Graham Summers of Gains, Pains, & Capital
The financial media is pushing the narrative that the Fed is about to “pivot” in terms of inflation.
Put simply, the argument is that inflation has peaked, so the Fed...
https://www.youtube.com/watch?v=ahMSmwYTakcLance Roberts of RIA Advisors joins Adam Taggart to summarize the notable developments in the financial markets over the past week.This week Lance & Adam discuss whether the Fed has much runway or...
