Federal Reserve

September 1, 2017

CHART OF THE DAY – CONTINUED STRENGTH IN MANUFACTURING

This morning, the Institute for Supply Management (ISM) released their factory activity (manufacturing PMI) for August.  The index rose to 58.8 from 56.3 last month and above expectations of 56.5.

July 18, 2017

The Gold Trade Is Back On

Gold has been in a bear market since 2011 despite all the commercials on television saying it’s the best investment of a lifetime.  Despite this bear market, gold has had some nice runs.  It might be time for one of those runs again.

June 20, 2017

The Fed’s Slowly Catching Up

The Fed recently raised short-term interest rates, but only for the 4th time in 11 years.  The new Fed Funds rate is 1%-1.25%.  But, where should interest rates be at this point in the cycle?

March 30, 2017

IS THE FED GOING TO BE TOO AGGRESSIVE? (AUDIO)

The Federal Reserve is projected to raise interest rates 2 times in 2017. What if they raise more? What’s the effect on your portfolio? Karl discussed on the Trey Ware Show this morning.

February 15, 2017

Prices Are Rising At Their Fastest Pace In 5 Years

The Labor Department reported that consumer prices (CPI) in January grew at its fast pace since 2012 (based on year over year percentage change).

January 6, 2017

WAGES ARE RISING AND IMPACTING BONDS

This morning, the Labor Department released the December jobs figures.  While the jobs added in December was less than expected, the previous month’s was revised up substantially.  Embedded in the numbers was the average hourly earnings which stole the show today. Year over year, that number rose by 2.9%.  This was the highest since 2009 and […]

December 21, 2016

Is The Federal Reserve Behind The Curve?

The Fed recently raised interest rates, but only for the 2nd time in 10 years. And, after forecasting 4 rate hikes in 2016, they only raised rates by 0.25% one time in 2016. But, where should interest rates be at this point in the cycle?

December 5, 2016

Is The Bond Bear Market Beginning?

Investors are wondering whether the bond bear market that’s been predicted for years is actually beginning. If so, the chart above could play out with bonds rallying in the short-term due to their oversold condition only to see them give way to lower lows over the next several months.

September 12, 2016

This Rate Has Already Quadrupled

The average investor probably hasn’t heard of LIBOR. LIBOR is an acronym for the London Interbank Offered Rate. Wall Street monitors this short-term rate for many reasons because it’s used as a short-term interest rate proxy and it’s been rising fast lately.

September 3, 2016

LABOR MARKET DASHBOARD – SEPTEMBER 3, 2016

The U.S. added 151,000 jobs in the month of August, below the estimate of 180,000. July’s report was revised up by 20,000. The unemployment rate remains at 4.9%. We’ve updated our latest labor market dashboard.

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