Tag Archives: Ken Taubes

The Fed: Setting Up for a Rate Hike

The Federal Reserve Board’s statement today made clear that they want the market to see their next meeting in December as a live option in which to consider raising rates. The Fed continues to see the U.S. economy growing at … Continue reading

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Fixed Income Market Liquidity: Cause for Crisis Concerns?

Fixed income market liquidity has declined in the face of more restrictive banking regulations, including increased charges for risk-based capital. This has caused greater concern among investors about prospective liquidity in a potential broad market sell-off if the Federal Reserve … Continue reading

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Fed Holds Rates Steady: The Right Call?

The Federal Reserve Board did what most observers expected today, holding any rate increase until at least October or December 2015. While the Federal Open Market Committee professes to be “data-dependent” and focused primarily on U.S. economic data in making … Continue reading

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Dovish Fed Resets Outlook For Risk Assets

The market’s initial reaction to Wednesday’s FOMC meeting was consistent with a dovish interpretation. U.S. Treasury yields declined and the dollar underperformed. However, as market participants digest the information, much of the initial moves have been retraced. Following the meeting … Continue reading

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