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Monetary Policy
June 11 2021
Inflation . Equity .
Article Inflation is always and everywhere ...
June 11 2021

But what creates and drives it is what matters for the markets.

June 7 2021
Inflation . Interest Rates .
Article What's (not) up with long-term yields?
June 8 2021

They continue to confound as growth surges and prices accelerate.

June 4 2021
Equity . Inflation .
Article Free lunches, policy errors and the secular bull
June 4 2021

For now, the bull is fine. But we're monitoring for potential longer-term health issues.

May 28 2021
Inflation . Equity .
Article If inflation is such a problem ...
May 28 2021

Why are bond yields range-bound?

June 8 2021
Equity . Inflation .
Article What have you done for me lately?
May 21 2021

Perhaps a market hung up on stimulus should appreciate what it has.

May 21 2021
Equity . Inflation .
Article Can there be a free lunch?
May 7 2021

We're about to find out as the fiscal and monetary spigots keep pouring.

May 24 2021
Markets/Economy . Fixed Income .
Article Housing is not in a bubble
May 4 2021

A decade of disinvestment is causing affordability issues, not rampant speculation.

May 21 2021
Equity . Inflation .
Article Got to talk about inflation again, sorry
April 16 2021

It continues to be the issue consensus is worried about.

April 23 2021
Fixed Income . Interest Rates .
Article There's more than one way to generate alpha
April 7 2021

Rate strategies lead the way for bonds in challenging first quarter.

March 29 2021
International/Global . Markets/Economy .
Article It's a twofer
March 10 2021

A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.

March 16 2021
Interest Rates . Monetary Policy .
Article Rates rising for 'good reasons' but don't fight the Fed
February 25 2021

Powell reaffirms commitment to easy money policies to support still-young recovery.

December 28 2020
2021 Outlook . Equity .
Article Easy money
December 28 2020

Three things to watch in 2021.

October 26 2020
Equity . Markets/Economy .
Article As market claws back, near-term worry list grows
October 13 2020

Pullback could be in offing against promising long-term outlook.

September 21 2020
Monetary Policy . Interest Rates .
Article Looking forward
September 16 2020

The Fed sharpens its new policy framework with strong forward guidance. 

September 21 2020
Fixed Income . Interest Rates .
Article 6 reasons yields may stay range-bound
September 11 2020

It starts with the Fed.

September 11 2020
Monetary Policy . Equity .
Article Economic recovery accelerates
September 11 2020

A rebound led by the labor market, housing, autos, manufacturing and consumers.

September 4 2020
Equity . Markets/Economy .
Article 'Hyperinflation is coming. I guarantee it'
September 4 2020

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

September 11 2020
Equity . Markets/Economy .
Article Now what?
September 1 2020

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

September 11 2020
Liquidity . Monetary Policy .
Article Encouraging elements of new Fed framework
September 1 2020

If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.

August 28 2020
Equity . Markets/Economy .
Article Double dovish
August 28 2020

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

August 28 2020
Interest Rates . Monetary Policy .
Article Lower for longer?
August 28 2020

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

August 27 2020
Monetary Policy . Fixed Income .
Article Subtle but substantive Fed shift may let inflation build
August 27 2020

Policy change to let labor market run hot as long as prices don’t.

July 31 2020
Liquidity . Monetary Policy .
Article No shortage of smart
August 1 2020

The Fed keeps making good decisions to support the economy.

August 24 2020
Monetary Policy . Markets/Economy .
Article Boring can be good
July 29 2020

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

July 30 2020
Fixed Income . Active Management .
Article For fixed income, it's a tale of two walls
July 10 2020

A wall of worry vs. a wall of liquidity is limiting back-half options.

July 10 2020
Liquidity . Monetary Policy .
Article Ebb and flow
July 1 2020

June prime example of how liquidity asset flows benefit investors and the economy.

June 19 2020
Equity . Markets/Economy .
Article It's very dangerous to be a bear here
June 19 2020

Unprecedented sums are at the ready to prop up markets.