Tag Archives: Fed policy

The Fed is Waiting Patiently…Are You?

The FOMC’s January meeting didn’t break new ground; I’m waiting for the March press conference for any significant action to be discussed. As we know, patience continued to be the theme, as the Fed signaled a rate hike before June … Continue reading

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Beyond QE, U.S. Economy is Getting Traction

The Fed confirmed the end of Quantitative Easing (QE) and changed its rhetoric on the job market. The unemployment rate is (finally) gradually declining, as is the underutilization in the labor market, although it remains high by historical standards. The … Continue reading

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When it Comes to the Markets, Maybe Some Rain is a Good Thing?

Not surprisingly, we’re seeing a market correction. My metaphor for this is – If you go a month without rain, you’re due for some, but there can be no certainty about when it will actually start raining. We’d gone a … Continue reading

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A Strong Employment Report…But Not Strong Enough to Change Fed Policy

Last month, I said the “weak” job report would not deter the Fed. Despite a strong monthly employment record for September, the Fed did not accelerate its pace of tightening. The data can be volatile, and seasonal factors (e.g. local schools … Continue reading

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Fed Pursues a Slow Pace – What Does it Mean for Investors?

The Federal Reserve Board’s policy-making committee convened on September 16-17 to discuss winding down its stimulus program. Janet Yellen, the Fed’s chairwoman, explained the results of the meeting in a news conference on September 17. Is the Fed Being Too Accomodative? … Continue reading

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