Is The Economy Slowing Enough to Support Lower Rates?
July 8, 2025 The Federal Reserve will be meeting again at the end of the month and this meeting will be the last one scheduled before September – barring a national emergency. At least one Fed Governor has raised the possibility of a short-term rate decrease this month. However, this depends upon the direction of […]
Read MoreA Stark Reminder
July 1, 2025 As we look at the effect of tariffs, the pending tax bill, the jobs report, retail sales, inflation data and a host of other economic indicators, a few weeks ago we received a stark reminder of why the preponderance expert predictions could be for naught. And it was not unusual for that […]
Read MoreThe Verdict Is In
June 23, 2025 Last week, the Federal Reserve’s Open Market Committee met to consider the present and future direction of interest rates. Most analysts did not expect a rate decrease at this meeting, despite increased pressure from the Administration. It turns out that these predictions were right on point. As we pointed out last week, […]
Read MoreMake Up Your Mind
May 27, 2025 We have this theory about the markets. The markets move sometimes with no rhyme or reason, but after the movement happens, we have high-paid analysts tell us why the markets made that movement. And they are very logical arguments – nothing like an alien spaceship was sighted. The next day the markets […]
Read MoreLies, Damn Lies and Statistics
Will They — Or Won’t They?
April 22, 2025 The initial reaction to the tariff wars has been a major retrenchment in the stock markets and extreme volatility for bonds as well. With many analysts using the word recession repeatedly, an important question has arisen — should the Federal Reserve step in and implement an “emergency” rate cut.” We say “emergency” […]
Read MoreThe Tariff Wars Have Arrived
Wait and See Attitude
March 25, 2025 The Federal Reserve’s Open Market Committee met last week and as expected, they did not lower or raise their benchmark interest rate. Despite evidence of a softening of the economic climate, they choose to sit back and wait to see what the effects will be as certain new policies are implemented by […]
Read MoreCan Tariffs Lower Interest Rates?
March 18, 2025 Thus far, we have just heard about the fact that the implementation of tariffs will increase prices. Another term for higher prices is the dreaded word inflation. And we all know what increased inflation brings to the table – higher interest rates. Gulp. The Federal Reserve is much less likely to lower […]
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