Posts filed under “Federal Reserve”

QE Auctions of Treasury Bonds

Category: Bailouts, Federal Reserve, Fixed Income/Interest Rates, Think Tank

Rising Rates Unliklely to Kill This Bull Market

One of the oldest rules on Wall Street is, don’t fight the Fed. When the Federal Reserve is cutting rates, you want to be long equities, and when it is tightening, get out of the way. This has been a cause for concern since the Fed began talking of tapering its program of quantitative easing…Read More

Category: Federal Reserve, Fixed Income/Interest Rates, Investing, Markets

Reputation and Liquidity Traps

Category: Federal Reserve, Think Tank

QE: When and How Should the Fed Exit?

Category: Federal Reserve, Fixed Income/Interest Rates, Think Tank

Tapering Is Now Tightening

Tapering Is Now Tightening David R. Kotok July 19, 2014     For a long time, as we saw it, tapering and the threat of tapering (as in last year’s taper tantrum) did not constitute tightening. Today we explore why we believe the situation has now changed. In order to understand why tapering was not…Read More

Category: Bailouts, Credit, Federal Reserve, Fixed Income/Interest Rates, Think Tank

Category: Federal Reserve, Real Estate, Think Tank, Wages & Income

Category: Economy, Federal Reserve, Think Tank

Central Bank Smackdown

Central Bank Smackdown By John Mauldin July 5, 2014     BIS: The Opening Riposte Yellen’s Counter-Riposte The Coming Liquidity Crisis A Few Thoughts on the Nonfarm Payroll Number Nantucket, New York City, Maine, San Antonio, and China(?)     Smackdown: smack·down, ˈsmakˌdoun/, noun, US informal 1.  a bitter contest or confrontation. “the age-old man…Read More

Category: Employment, Federal Reserve, Think Tank

A Limited Central Bank

A Limited Central Bank by Charles I. Plosser, President and Chief Executive Officer As the Fed begins its 100th anniversary year, I believe it is entirely appropriate to reflect on its history and its future. At the same time, we need to reflect on what I believe is the Federal Reserve’s essential role and how…Read More

Category: Federal Reserve, Think Tank

Chair Janet L. Yellen: Monetary Policy and Financial Stability

Chair Janet L. Yellen: Monetary Policy and Financial Stability At the 2014 Michel Camdessus Central Banking Lecture, International Monetary Fund, Washington, D.C. July 2, 2014   It is an honor to deliver the inaugural Michel Camdessus Central Banking Lecture. Michel Camdessus served with distinction as governor of the Banque de France and was one of…Read More

Category: Bailouts, Federal Reserve, Think Tank