Weekend Reading: The Fed’s Dilemma

Written by Lance Roberts | Mar, 23, 2018

The Fed’s Dilemma The confusion at the Fed continues. On Wednesday, Jerome Powell justified hiking rates 0.25%, while maintaining their projections of two further hikes this year, by painting an…

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The Growth and Inflation Scare of 2018

Written by Peter Cook | Mar, 23, 2018

“Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.”…

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PIMCO: “New Neutral” Mostly Intact

Written by John Coumarianos | Mar, 22, 2018

It’s hard for one of the biggest bond managers in the world to forecast a recession when financial conditions are as favorable as they are now. Still, PIMCO isn’t sure…

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The Debtor’s Prism

Written by Lance Roberts | Mar, 22, 2018

In just a little more than six months, the U.S. national debt has grown by a $1 trillion dollars. Today, Congress will debate on a $1.3 trillion “Omnibus spending bill”…

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Fasten Your Seat Belt, Turbulence Ahead

Written by Michael Lebowitz | Mar, 21, 2018

U.S. Treasury securities across the maturity spectrum are reaching yield resistance levels that have proven for decades to be extremely valuable to investors engaged in technical analysis. We believe it…

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FB, AMZN, GOOG – “Too Big To Fail?”

Written by Doug Kass | Mar, 21, 2018

But we likely have entered an important regulatory inflection point The steady ride higher for FANG may now be bumpy and more difficult for investors to navigate Valuations may continue…

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Crude Oil Breaks Out, But Will It Last?

Written by Jesse Colombo | Mar, 20, 2018

For the past several weeks, I’ve been watching triangle patterns form in crude oil after its slide in early-February. Breakouts from triangle patterns often lead to important directional moves, which…

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