interestrate
In his podcast addressing the markets today, Louis Navellier offered the following commentary. Finding ScapegoatThere will be Congressional hearings today about the failure of Silicon Valley Bank and it will be interesting if they will find a scapegoat. An inverted Treasury yield curve is what ultimately caused Silicon Valley Bank to fail, but this bank held much more long-term Treasury bonds than most other banks. The other culprit that took out Silicon Valley Bank was a spike in Treasury yields in February in the wake of the unexpectedly strong January payroll report, which was grossly exagg...
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Interest Rate Hikes ExpectedJay Powell delivered another set of remarks at the Economic Club of Washington this week, pushing back on the idea that looser monetary policy is coming soon. While his comments weren’t as forceful as they could have been in addressing the market’s expectation for interest rate cuts in 2023, he did note that further rate increases were likely at hand, but also that the Fed would follow the data. Q4 2022 hedge fund letters, conferences and more Assuming the Fed truly will follow through with an extended pause after reaching its desired terminal rate, there’s little r...
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The Bank of England is on the horns of a dilemma as the UK economy continues to struggle with double digit inflation, although it may not be as bad as was thought at the end of 2022. Analysts are predicting interest rate moves of between 25 and 50 basis points when the BoE and ECB meet separately on 2 February – but will it be what we expect? Q4 2022 hedge fund letters, conferences and more There will be the usual concerns about the impact on mortgage costs from another 50bps move. 5-year gilt yields have barely moved since the lows set back in November, although 2-year yields are currently hi...
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Shocking average increase in people’s mortgage payments over the last year. The US has seen average mortgage payments jump to £675 a month. Q3 2022 hedge fund letters, conferences and more The Countries With The Biggest Increase In Monthly Mortgage Payments*Based on a non-fixed rate mortgage The Countries With Big Interest Rate Increases In 2022Hong Kong has seen the highest increase in monthly mortgage payments, with a monthly difference of £1,351, resulting in a 4% interest rate increase since last year.The average non-fixed rate UK monthly mortgage payments have jumped by £331 a month in th...
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The Federal Reserve is preparing to tackle soaring inflation with a more decisive approach and has announced the first double-size rate increase in 20 years. The move could have an enormous impact on economic growth and affect the pockets of millions in the U.S. The Federal Reserve HikeAs reported by CNBC, the Fed has announced a two-decade record interest rate hike as inflation soared to a 40-year record high in March. With this, the central banking system wants to release inflationary pressure and close in on growing consumer prices. Q1 2022 hedge fund letters, conferences and more Despite h...
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“The beady eye of the Federal Reserve is keenly trained on soaring inflation and right now the central bank is set on bringing it down swiftly. It’s pretty much a given that there will be a fresh ratcheting up of interest rates announced by the Fed today, with expectations of a 0.5% rate hike. What is uncertain is just how hawkish the central bank will be in its forecasts and to what extent it will swoop on its $9 trillion balance sheet by offloading bonds. Q1 2022 hedge fund letters, conferences and more Traders Eye The Federal Reserve's Interest Rate DecisionThe worry winding through financi...
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Friday’s dip buying is not proving particularly lucrative for European investors as stocks have given back earlier gains to trade broadly flat on the day. US futures are a little lower ahead of the jobs report. Q3 2021 hedge fund letters, conferences and more Given the seesaw price action over the last week, you'd be forgiven for thinking we're due a day in the green and early in the day, that's the way we were headed. But indices quickly turned south after the open and have gradually eaten away at early gains to trade flat on the day. Investors are clearly still anxious about the Omicron vari...
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“Given there were no big surprises from the Federal Reserve, with the gentle unwinding of the stimulus programme widely expected, the financial markets are largely treading water this morning, with the FTSE 100 ticking up slightly while waiting for the next central bank move. Q3 2021 hedge fund letters, conferences and more Expections From The Bank Of England To Lift Interest RatesWhile most bets are on the Bank of England’s monetary policy committee lifting the interest rates a notch later, from the ultra-low level of 0.1%, there is likely to be dissent at the table. Central bank policymakers...
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Dear fellow investors, During our quarterly webcast last week (October 21, 2021), someone asked us a great question. They asked, “Does the ten-year Treasury bond rate at 1.65% and an inflation rate of 5% teach us that inflation will be transitory?” It is an important question because the majority of economists and market strategists are betting that inflation is transitory. Look at the chart of 10-Year Treasury bonds going back to 1970: Q3 2021 hedge fund letters, conferences and more A Look At 10-Year Bond Prices From 1981Our answer to the question goes back to 1981, when we were at the other...
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Over the last 40 years interest rates in the U.S. have fallen dramatically. With each successive decline, it’s been tempting to think “this is it, now interest rates will finally begin to rise again,” but that has yet to happen. In fact, although the interest rate on the benchmark 10-year U.S. Treasury bond has risen slightly since its low of 0.9% at the end of 2020, it is still well below historical averages. Q3 2021 hedge fund letters, conferences and more In this article, we explore the impacts and opportunities of a low interest rate environment for saving, investing, borrowing, and estate...
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