Newsclips
Conference Call Thursday – Yield Curve Inversion, the Economy and the Fed
March 26, 2019
Join us for our conference call on Thursday, March 28, 2019 at 9 AM CT.
Join us for our conference call on Thursday, March 28, 2019 at 9 AM CT.
Today's topics include S&P 500 performance after yield curve inversions, leveraged loans, economic forecasts, the Fed and politics, negative yields, earnings, how concentration affects portfolio performance, hedge fund performance and A.I. investing.
An inverted yield curve means the Fed is too tight. A Fed cut would help the curve steepen. The longer it takes the Fed to come to this realization, the more they damage the economy.
Today's topics include the Mueller report, Stephen Moore's nomination, liquidity concerns, low yields' effect on the markets & economy, gross margins & inflation, corporate debt, Yellen's take on MMT, clamping down on risky mortgage loans and quants in need of new code.
The stock market thinks everything is fine. The bond market sees trouble.
Today's topics include low volatility in the bond market, revenge of the doves, policy U-turns around the world, Gundlach speaks, 60/40 portfolios bounce back, MMT could force the Fed into using fiscal policy to stimulate growth, real estate returns, no-deal Brexit, the Mueller report and market volatility, and Trump thinks the Fed should have halted rates sooner.
An inverted yield curve is a market signal that the Fed is too tight. This is about to happen.
FOMC statements continue to get shorter and easier to understand. According to the Flesch-Kincaid grade level test, readers don't even need a high school diploma to understand yesterday's statement.
Today's topics include the ETF fee war, the latest on Brexit, the Fed and emerging markets, betting on the dollar, the high end real estate market and testing liberal ideals.