assetpurchases
If the Fed normalizes its balance sheet and markets freak-out, it will be a bridge too far. But interest rate hikes won’t crash a strong US economy. Q3 2021 hedge fund letters, conferences and more Potential Interest Rate HikesWith Fed officials increasingly hawked up, the narrative shifted from a tapering of asset purchases to potential interest rate hikes. And now, with whispers of the Fed plotting to normalize its balance sheet, questions have arisen over the potential impact on the PMs. To explain, I wrote on Dec. 20: After admitting that inflation “is alarmingly high, persistent, and has ...
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In his Weekend Reading Notes to investors, while commenting on a possible second term for Jerome Powell as Fed Chairman, Louis Navellier wrote: Q2 2021 hedge fund letters, conferences and more Janet Yellen Backs Jerome Powell For A Second TermIt’s not surprising to see that Janet Yellen has already backed Jerome Powell for a second term as Fed Chairman (see Bloomberg article, “Yellen Backs Powell Reappointment, Boosting Second-Term Odds,” August 21, 2021). Jerome Powell has been signaling his own desire to serve a second term by focusing on inclusive employment, mentioning multiple times that ...
ValueWalk
The rebound in inflation and the steady economic upturn in the U.S. are leading investors to speculate on an early withdrawal of stimulus. Since tighter monetary policies could hamper the rebound, members of the Fed’s Open Market Committee (FOMC) are weighing on reducing the purchase program, the first step towards monetary normalization. Q2 2021 hedge fund letters, conferences and more The FOMC considers that proper planning is key to avoiding surprises, especially after the U.S. Central Bank stunned the market with the advance of two interest rate hikes in 2023 “as they raised headline infla...
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