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Quantitative Easing

Market Manipulators Are Back in Season for the Fed "Septaper" Sequel: "Septighten"

Terry Connelly | Posted 09.16.2014 | Business
Terry Connelly

The summer is coming to an end without much success at the movie box office, but one "sequel" has emerged a winner this week although its ultimate fate awaits further developments.

Another Flash Crash or Market Shutdown?

Michael Farr | Posted 09.11.2014 | Business
Michael Farr

Technology seems to have solved the trade execution issue, so I don't foresee an overwhelming market shutdown. Fidelity now offers an amazing 1 second trade confirmation guarantee.

Loan Me $250,000. Please!

Michael Farr | Posted 09.04.2014 | Money
Michael Farr

I want to buy a house. Would you be willing to loan me $250,000 for 30 years at 4.25 percent? Your answer is crucially important. Before you answer, keep in mind that you will be taxed on the interest you receive.

Margins Remain Suspicious

Michael Farr | Posted 08.22.2014 | Business
Michael Farr

So what are the causes for optimism with regard to future earnings power? Well, the most notable are probably the recent sharp decreases in interest rates and gas prices.

Yellen Warns That The Job Market Is Still Not Great

Reuters | Posted 08.22.2014 | Business

By Howard Schneider JACKSON HOLE, Wyo., Aug 22 (Reuters) - U.S. labor markets remain hampered by the effects of the Great Recession and the Federal...

Enough Fed! Give Free Markets a Chance!

Michael Farr | Posted 07.25.2014 | Business
Michael Farr

The widespread expansion of credit to car-buyers, especially to sub-prime borrowers, is beginning to cause some industry observers to cry "bubble." Is this economic progress?

The Dow May Be Above 17,000, But Not For Long

Terry Burnham, Ph.D. | Posted 09.15.2014 | Business
Terry Burnham, Ph.D.

The rise in the stock market has been relentless. We are living through the greatest macroeconomic experiment in the history of the U.S. Never was so much printed and spent by so few. And I continue to believe that the Dow will see 5,000 before it sees 20,000.

Buying Up the Planet: Central Banks on a Corporate Buying Spree

Ellen Brown | Posted 08.24.2014 | Business
Ellen Brown

Whatever power plays are going on behind the scenes, it is increasingly clear that they are not serving we-the-people.

More of the Same

Michael Farr | Posted 08.18.2014 | Business
Michael Farr

As expected, the Federal Reserve stuck to its pattern of reducing asset purchases by another $10 billion. The monthly pace is now down to just $35 bi...

Send In the Clowns

D. Sidney Potter | Posted 08.03.2014 | Business
D. Sidney Potter

Since time memorial, man has been motivated by an easy buck and short skirts. The recent frenzy of mortgage lenders to repeat the mistakes of history may be upon us again, as some lenders are experiencing 'greed creep' all over again.

What's Going on With Interest Rates?

Michael Farr | Posted 07.29.2014 | Business
Michael Farr

An aggressive rally in the Treasury market this morning has resulted in the lowest 10-year Treasury yield since June of last year.  Nearly everyone is looking for an explanation as to why longer-term interest rates continue to fall in the face of reduced Fed support and better economic data.  So what is going on?

Tracking Earnings

Michael Farr | Posted 07.19.2014 | Business
Michael Farr

While the overall quality and composition of earnings in the 1Q may have improved somewhat, index earnings growth remains highly dependent on margin expansion.

Economists Are Wrong

Michael Farr | Posted 07.07.2014 | Business
Michael Farr

To boil things down, there are really only two roads we can follow in an environment of such as this. The economy will either muddle along at a sub-par rate of about 2 percent until balance is restored, or we go down the path of running up debt in an effort to produce higher growth rates in the near term.

Maybe Quantitative Easing Was Helping a Little More than You Thought

Jared Bernstein | Posted 06.24.2014 | Politics
Jared Bernstein

While there's evidence that the Fed's large-scale asset purchase program had direct impact of lowering longer-term interest rates, there's less evidence that it hit its broader, indirect target of investment, growth and jobs.

The Bond Market Disagrees With The Fed: So What's New About That?

Terry Connelly | Posted 06.22.2014 | Business
Terry Connelly

Bond traders seem to have seen Steve Martin's The Man With Two Brains so often they have forgotten it was a comedy. And these are the folks the equity markets are supposed to pay attention to?

Market Noise and Fed Messaging

Michael Farr | Posted 06.16.2014 | Business
Michael Farr

So far this year, the mid-cap banks are outperforming their behemoth cousins, and we now may know why. The big question, though, is how detrimental have these new regulations been to the economic recovery?

Janet Yellen's Nemesis--The Great Moderation

Harlan Green | Posted 05.06.2014 | Business
Harlan Green

New Fed Chairwoman Janet Yellen has a great task ahead of her. How to combat the results of the Great Moderation, as it was called, that period of l...

Mother Nature Clouds the Outlook

Michael Farr | Posted 04.27.2014 | Business
Michael Farr

How much of the slowing can be blamed on Mother Nature? Nobody knows for sure, of course, but there is enough reason to believe that the brisk pace of growth recorded in the second half of 2013 will not be sustained in 2014.

The VIX Also Rises

Michael Farr | Posted 04.05.2014 | Business
Michael Farr

The more people working, earning income and spending, the greater the economic benefits. The masses move the needle, not the 1% at the top.

Betting on the return of M&A

Robert Teitelman | Posted 03.31.2014 | Business
Robert Teitelman

Last month, I wrote a piece in Institutional Investor making the case that M&A, which has been moribund since 2008, would rebound to levels at, or abo...

Prepare for Currency Chaos

Michael Pento | Posted 03.30.2014 | Business
Michael Pento

We are currently suffering through a huge correction in the equities of emerging market economies. The threatened end of Fed stimulus has caused these currencies to plummet against the dollar, taking their markets down for the ride.

Zach Carter

Key Republican Rips Income Inequality, Calls For New Stimulus

HuffingtonPost.com | Zach Carter | Posted 01.25.2014 | Politics

WASHINGTON -- Former FDIC Chair Sheila Bair sharply criticized Congress for failing to approve economic stimulus measures, saying elected lawmakers wh...

What's Crippling the Recovery, Lack of Investment Demand or Too-Big-to-Lend Banks?

Mary Manning Cleveland | Posted 03.23.2014 | Business
Mary Manning Cleveland

Under incoming Federal Reserve Chair Janet Yellen, the United States Federal Reserve Bank will begin to "taper" its program of "Quantitative Easing" o...

Janet Yellen's 2014 To-Do List: Climate Change

Mike Sandler | Posted 03.05.2014 | Politics
Mike Sandler

Janet Yellen will likely be confirmed as the next Chair of the Federal Reserve System. Her to-do list will be full of things like the unemployment rate and running the economy. So why would a central banker need to worry about climate change?

The Great Income Divergence--Part II

Harlan Green | Posted 03.05.2014 | Business
Harlan Green

Ben Bernanke is now defending his record as Fed Chairman. He shouldn't have to, as without the Fed's easy money policies--such as QE3--the economy wo...