Tag: interest rates

10 posts
Leave a comment Two Simple Causes of Stock Market Crash Leave a comment

Two Simple Causes of Stock Market Crash

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By now, everyone has seen a daily deterioration of the global stock markets. The US has been driving the movement with declines between 1-4%+ and only a smattering of mini rallies of 1-3%+. The S&P

Leave a comment The Fed’s Inflation Trolley Problem Leave a comment

The Fed’s Inflation Trolley Problem

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One of the more interesting philosophical and ethics experiments is the trolley problem. It’s a fictional scenario with varying mechanics, but let’s use this one. You are a driver of a trolley. The trolley brakes

Leave a comment How to Screw Up the Economy: Fed Minutes Leave a comment

How to Screw Up the Economy: Fed Minutes

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Key Takeaway: Fed is waking up from its 2021 inflation slumber. Key Question: Will Fed over-react with a combined interest rate hike and balance sheet reduction to damage economy in 2023? Key FOMC minutes stat: “Balance sheet”

Leave a comment 3 Central Bank Meetings Last Week: all accept current inflation Leave a comment

3 Central Bank Meetings Last Week: all accept current inflation

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Major Central Bank Meetings Last Week Despite the sound global economic recovery and improving outlook, rising inflation levels continue to be a major source of concern and focus for global central banks. According to the International

Leave a comment Home Prices and Rent: a rapid price recovery Leave a comment

Home Prices and Rent: a rapid price recovery

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Typically, a good preacher will understand what is causing concern and angst in their community and more broadly, the world. Then she/he will connect this to faith and show how it can provide strength to

Leave a comment The Manchin Fed Leave a comment

The Manchin Fed

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Let’s do a quick run through two topics impacting the economy and markets. Federal Reserve monetary policy. On Wednesday, the Fed left interest rates and monetary policy unchanged. This was not a surprise. (Statement and Presser)What

Leave a comment The Biggest Driver of Uncertainty Leave a comment

The Biggest Driver of Uncertainty

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Let’s get to what’s driving the markets, causing stocks to sink, crypto to crater and interest rates to rise: uncertainty over inflation. But it’s not just that, it’s about the reaction to inflation. When will the

Leave a comment Biden and Fed: here’s what we learned for the economy Leave a comment

Biden and Fed: here’s what we learned for the economy

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Both the Fed and Biden had big meetings this week. Biden gave a “this-is-not-a-state-of-the-union” state of the union address on part 2 of his “infrastructure” plans. The Fed had a “we’re-not-tapering-and-inflation-is-temporary” meeting on monetary policy.

Comments Infrastructure Plan: passing and impact Comments

Infrastructure Plan: passing and impact

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Key Take-away and Doing My Best to State the Obvious: For the economy and D.C., a $1.9 trillion spending plan on infrastructure, climate change and housing risks over-heating both the economy and the political environment.

Leave a comment Stocks Have a Problem Leave a comment

Stocks Have a Problem

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Hint: it's rising interest rates Let’s get to the elephant in the room for most investors: volatility. To begin, let’s talk about where we’ve been. GME, TSLA, and (insert your favorite tech stock or SPAC) stock prices have