Tag: global growth

• Recipe for a Market Crash

  

  Earnings season is upon us and a diabolical mash of market conditions is converging to make it an interesting one. Let’s get cooking. Ingredients: Two tablespoons of rising stock prices One cup rising price to earnings ratios One cup falling dividend yields 2 cups falling earnings estimates A dash of slowing global growth One scoop…

  Thomas Schleusener

  April 15, 2019

  Markets, Non-Fiction

  brexit, economics, Economy, Financial Markets, global growth, IMF, Market Crash, Markets, s&p 500, uk

• Trouble in Yellen-Land

  

  Bond markets and the Fed aren’t making sense. The Fed (“Yellen”) rose the Federal Funds Rate (FFR) last Wednesday, June 12th to a range of 1.00% to 1.25%. The Fed has two mandates: (1) to keep prices stable (i.e. keep inflation around 2%) and (2) to minimize unemployment. In other words, stabilize the economy by cooling…

  Thomas Schleusener

  June 26, 2017

  Markets, Non-Fiction

  bond markets, bonds, equities, fed, fed funds rate, ffr, gdp growth, global growth, inflation, Janet Yellen, liquidity, normalization, Yellen, yield curve, yield curve dynamics