Practical analysis for investment professionals

Monetary Policy


Book Review: Fed Watching for Fun and Profit

Edward Yardeni's Fed Watching for Fun & Profit is a crash course in monetary policy actions, financial markets, and the economy in general.

Beware the Bubble? The US Stock Market Cap-to-GDP Ratio

The Buffett Indicator is flashing red and has been for a while now.

Top 10 Posts from 2020: COVID-19, The Silent Depression, Damodaran

What Enterprising Investor articles most resonated with readers in 2020?

Book Review: Active Investing in the Age of Disruption

Evan L. Jones’s vantage point as a manager of managers brings invaluable insight to the most vital issues facing investment professionals.

Roberto Campos Neto, CFA, on COVID-19, ESG, and an Inclusive Recovery

Central Bank of Brazil governor Roberto Campos Neto, CFA, discusses the monetary policy response to the COVID-19 crisis in an interview with Marg Franklin, CFA.

Who’s Afraid of Jerome Powell?

Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.

Post–COVID-19 Europe: Three Scenarios

Austerity, mutualization, monetization, or some combination thereof? What path will Europe take?

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

Negative Interest Rates: Accentuate the Positive

Negative interest rates may offer an opportunity, says Eric Lonergan.

No Longer Superheroes? Twilight of the Bonds

With low, nil, or negative yields, how much can bonds still contribute to a portfolio?



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