Tag Archives: federal reserve

Rethink Fed rate hikes and short-duration bonds

There’s considerable disagreement over the value of short-duration portfolios during periods in which the Federal Reserve (Fed) is raising short-term rates. Yield curves typically flatten as the Fed raises rates, meaning that yields rise more on the shorter maturities than … Continue reading

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What July’s jobs report means for Fed rate timing

The Federal Reserve (Fed) has said it is looking for some further improvement in the labor market before it hikes its target for the federal funds rate. Today’s employment situation report showed more than some improvement. Nonfarm payrolls increased by … Continue reading

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Continued improvement in the labor market

The Federal Reserve (Fed) inched a bit closer to a rate hike with today’s employment situation report. Payrolls expanded by 280,000, and the past two months were revised to add 32,000 jobs, up from previous reports. Wage gains remain low, … Continue reading

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A long, winding road ahead for the Fed: Part 2 of 2

Can the American people and businesses, the U.S. government, and the rest of the world weather a rising interest rate environment? Brian Jacobsen, Ph.D., CFA, CFP(R); Wayne Badorf, CFP(R), CFS(R); and Jon Lagerstedt finish their conversation, in the second half … Continue reading

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A long winding road ahead for the Fed: Part 1 of 2

Regardless of which way interest rates head, are you and your clients prepared for the long haul? Brian Jacobsen, Ph.D., CFA, CFP®; Wayne Badorf, CFP®, CFS®; and Jon Lagerstedt begin the conversation in the first of a two-part series. Listen … Continue reading

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When rates rise: The advisor’s role

Will you be prepared to help your clients when interest rates rise? Brian Jacobsen, Ph.D., CFA, CFP®; Wayne Badorf, CFP®, CFS®; and Jon Lagerstedt address the topic. Listen to the podcast. Jon Lagerstedt: This week, we’re talking about the advisor’s … Continue reading

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The Fed is ready to get the party started, but not yet

The April meeting of the Federal Open Market Committee (FOMC) seems like ancient history. Since the meeting, the dollar has weakened relative to the euro, Treasury yields have moved higher, and additional economic data is pointing to a somewhat soft … Continue reading

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Introducing the Yellen put

Back in the 1980s and 1990s, the term Greenspan put was widely used as shorthand for a (presumed) Federal Reserve (Fed) strategy of easing in order to prevent a bear market in stocks. A put, as options investors know, gives … Continue reading

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Earnings don’t (yet) outweigh the Fed

I don’t believe that the stock market will go up forever. However, I don’t yet see what will make it go down now. The Federal Reserve (Fed) seems ready to raise interest rates but not until Fed officials are convinced … Continue reading

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FOMC minutes: Marching closer to liftoff

The minutes from the March 17–18 Federal Open Market Committee (FOMC) meeting showed a divided Federal Reserve (Fed). It seemed nearly unanimous that the labor market was doing well, but there was a lot of disagreement about the outlook for … Continue reading

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