Interest Rates

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?

May 4, 2017

The Most Crowded Trade

Over the last decade, investors have become accustomed to low interest rates. In addition, some of those same investors have remained somewhat fearful of equities. This combination has caused what we believe is a bubble in the “income trade”.

April 18, 2017

Are Falling Interest Rates A Concern?

In the last couple of weeks, there’s been a flight to safety, namely in good ‘ole American treasury bonds. Just when you thoughts rates were going to go straight up, they have reversed are now at their lowest level since just after the election.

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?

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.

July 21, 2016

This Indicator Shows No Recession In Sight

This morning, the Leading Economic Indicators Index was released and showed a 0.3% change from the prior month and now sits at a post-recession high.

July 20, 2016

TODAY’S TOP 10 (or so) 7-20-2016

The party continues on with indices continuing their march higher highlights TTTOS.

July 14, 2016

TODAY’S TOP 10 (OR SO) 7-14-2016

Helicopter Ben (ex-head of the Fed) strikes again. And, a surprise from the Bank of England highlight TTTOS.