Remove 2022 Remove Economy Remove Financial Market
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Wednesday links: sub-optimal portfolios

Abnormal Returns

danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. alephblog.com) Housing Higher land prices are holding back the housing market. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. The question is whether Elon Musk is the guy to do it.

Portfolio 245
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At the Money: Austan Goolsbee, Chicago Fed President on Tariffs, Inflation and Monetary Policy

The Big Picture

You’ll remember as I came into the Fed, I started the very beginning of, of 2023 in December of 2022. Look, this, this is a t tangled, uh, this is a tangled web, uh, that is critically important to, to the economy. Um, and so I, I think in a higher rate environment, if you’re trying to cool the economy, this is always true.

Economy 162
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10 Friday AM Reads

The Big Picture

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. My end-of-week morning train WFH reads: • Holes in the Recession Story. Project Syndicate ).

Startup 299
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Question #6 for 2023: What will the Fed Funds rate be in December 2023?

Calculated Risk

6) Monetary Policy: In response to the increase in inflation, the FOMC raised the federal funds rate from "0 to 1/4 percent" in January 2022, to "4-1/4 to 4-1/2 percent" in December. I'm adding some thoughts, and maybe some predictions for each question. A majority of FOMC participants expect three or even four 25 bp rate hikes in 2023.

Economy 236
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Friday links: a complex reality

Abnormal Returns

Markets No matter how you measure it, 2022 is one of the worst years for bonds in history. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. year-over-year.

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Manage client expectations through the midterms

Nationwide Financial

Inflation remains the hot-button issue for voters in advance of the 2022 midterms. The Federal Reserve is projected to tighten the Fed funds target rate sharply through the end of 2022 as it fights inflation. How could the midterm elections affect the economy? How could the midterm elections impact financial markets?

Clients 116
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Tuesday links: a healthy accounting system

Abnormal Returns

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. pitchbook.com) Funds 2022 shows that not all bond funds are created equal. abnormalreturns.com) Why rough edges remain in financial markets: people.