Practical analysis for investment professionals

US Federal Reserve


The Fed’s “Time of Testing”: Is This Where the Trouble Will Stop?

“This is a time of testing -- a testing not only of our capacity collectively to reach coherent and intelligent policies, but to stick with them.” -- Paul Volcker

How to Talk to Clients about Inflation

Clients have concerns about inflation. Here are a few tips to approach these conversations.

Cochrane and Coleman: Quantitative Easing and Asset Price Dynamics

"Wall Street wisdom is that QE is immensely powerful and is stoking financial bubbles. Academics say, 'I take your $100 bills, I give you back 10 $10 bills. Who cares?'"

Powell Prescribes More Economic Pain: Three Financial History Lessons Support His Diagnosis

“The first lesson is that central banks can and should take responsibility for delivering low and stable inflation,”

Fundamental Value Revisited? Three Investing Tips for “Absolutely Crazy” Conditions

What do we do in an environment where fundamentals begin to take a backseat to public policy?

The Fed Isn’t Bluffing: The Real Threat of an Upside-Down Depression

Paul Volcker restored the Fed's credibility through suffering. The Fed's leadership knows that it must pursue a similar course today.

Hedging the Interest Rate Hiking Cycle

Amid rampant inflation and rising interest rates, how can we protect ourselves from interest rate volatility, from anticipated and unanticipated hikes?

Inflation Trends: What’s the Outlook?

Is inflation broadly distributed or confined to select categories?



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