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Thoughts From The Divide - Archive

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Posts tagged Janet Yellen
Shades of Dove and Volatility - January 15, 2019

Whether you are bullish or bearish, the right side of the trade in Fed speak has been dovish. Current and previous Fed officials have been worried that the Fed is nearing policy error and could tip the economy into a recession. Chris Cole of Artemis Capital thinks more volatility is in store, which could pose a challenge to certain strategies and market participants.

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Economic & Policy Incongruities - December 11, 2018

Recently we’ve highlighted some US economic data has displayed some incongruities between ISM and Markit Manufacturing. Now, NFIB’s Small Business Optimism data, former Fed officials, and news sources have mixed signals.

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Independent Fed and Housing Optimism - October 16, 2018

As President Trump and Fed members exchange words following the recent market wobbles, we discuss 2005 research from the St. Louis Fed analyzing the Great Inflation, analyzing the human and political elements that complicated and informed the decision making. Housing remains in focus as builders continue to be optimistic, despite continued tightness in the labor market.

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