Now that Federal Reserve Chairman Jerome Powell finally capitulated and has reinitiated the Federal reserve’s rate-cutting campaign, there may be many more interest rate cuts in 2026 than the market is pricing […]
Goldman Sachs has doubled-down for gold bugs. The price of gold has risen more than 40% dollar terms in 2025, and this will likely mark the third consecutive year of double-digits gains […]
It’s official. The U.S. federal government shutdown has arrived. This is likely to bring an economic impact outside of the initial jobs lost and furloughed. Still, the financial markets are quite resilient […]
The Federal Reserve is expected to cut interest rates in September for the first time in 2025. While a gradual series of 25 basis point rate cuts is what the markets are […]
The week of September 15 to 19, 2025 is going to be heavily influenced by how much the Federal Reserve’s Jerome Powell will finally capitulate in an interest rate cut. The market […]
If investors were only tuned into the major media during 2025, then it was very easy for them to miss out on a massive recovery rally that actually took the S&P 500 […]
When the economy gets spooked and when stocks get battered, the classic trade that is seen in where interest fall as investors buy up more bonds for safety. This week’s massive drop […]
It is no secret that the stock market has lost some of its luster in 2025. Economic reports are coming in slower than had been expected. Corporate earnings and guidance are also […]
The U.S. Federal Reserve and the U.S. Treasury are currently in a major bind over interest rates. The Treasury is now spending over $1.1 billion per year in interest alone as debt […]
Everyone already knows that high interest rates are currently making housing affordability an impossibility for many new buyers. The main aspect about high rates, particularly when they are persistent and staying higher, […]
Imagine the day that the government tells you (but not anyone else) that you cannot buy certain goods or that your money (but only yours) is not worth as much as someone […]
2024 was a great year for stocks. That said, even with a 23% annual gain in the S&P 500, year-end performance was not very good. That expected Santa Rally morphed into a […]
There is good news and bad news about the future of U.S. interest rates. The Fed Funds rate now sits at a 4.50% to 4.75% range. The CME FedWatch Tool shows a […]
I promised myself I was not going to write about interest rate cuts on the day of FOMC meetings. No one can make a living writing about interest rate cuts (or hikes) […]
The Federal Reserve’s FOMC finally got around to cutting interest rates by 50 basis points in September. It is, or was, supposed to be the first of multiple interest rate cuts. Now […]
The Federal Reserve’s dual mandate is to foster full employment and price stability in the United States. The Fed has a 2.0% to 2.5% target for inflation. Sure, 2% and under would […]
Now we all know that the Federal Reserve has finally kicked off its campaign to lower interest rates. Being able to see exactly what is going to happen in financial markets in […]
The Federal Reserve is about to embark on an interest rate cutting campaign. Finally! After 11 interest rate hikes, the Fed Funds rate has remained at the same 5.25% to 5.50% range […]
The Federal Reserve’s Federal Open Market Committee (FOMC) controls short-term rates via Fed Funds. The financial markets are usually more in control of intermediate-term and long-term rates. With some fresh media reports […]
Tactical Bulls has maintained for months that the Federal Reserve’s interest rate stance of “higher for longer” is simply a delay rather than a change. The next directional 100 basis point move […]