Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to be working to “fight the Federal Reserve.” He coined the phrase bond vigilanteism. As the Fed was cutting rates “on and off” from 1984 – 1988, often times the long end of the Treasury yield-curve would remain elevated, sometimes rising altogether….
Will Markets Vote For More Gains
A financial market resource for the every-day investor and trader.
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Get Back Up: Now, What Did You Learn?
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
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For Many, This Is An Uncomfortably Strong Market
Seth Golden, , Research Reports, 2
If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going...
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BofA on Retail inventories: too much or too little?
Seth Golden, , Research Reports, 0
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
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Amazon’s Acquisitions Create Adverse Reactions
Seth Golden, , Research Reports, 0
The reality is far more innocuous than the reaction sometimes. When Amazon (AMZN) announced its acquisition of Whole Foods...
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Weekly State of the Market: Taper Tantrum Afoot?
Seth Golden, , Research Reports, 0
They say the trading hierarchy is 10% Technical analysis, 30% Risk Management and 60% Patience & Emotion management. If...
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Over The Summer Months: Interim vs. Long-Term
Seth Golden, , Research Reports, 0
They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...
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How Are We Looking… Going Into Year-end?
Seth Golden, , Research Reports, 0
S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the...
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J.P. Morgan Tackles The Debate & Positive Test For POTUS
Seth Golden, , Research Reports, 0
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...