by adrian tout | Feb 20, 2025 | Fed Reserve, Interest Rates / Bonds, Monetary policy
Words: 1,333 Time: 6 Minutes Fed express concerns over balance sheet and liquidity Inflation control and the need for caution The cause for potentially pausing QT The Federal Reserve’s January meeting minutes hit the tape yesterday… Four things caught my...
by adrian tout | Feb 17, 2025 | Credit, Debt, Interest Rates / Bonds, Monetary policy, US 10-Year Yield
Words: 1,501 Time: 7 Minutes The pivot with monetary policy post 2008 Can we ‘undo’ the COVID spending disaster? A shift back to business based investment will drive growth Someone asked me a good question this week: With 10-year yields trading around...
by adrian tout | Feb 15, 2025 | Employment, Monetary policy, Real PCE, Tariffs, Uncategorized, US 10-Year Yield
Words: 1,251; Time: 7 Minutes Why I think growth could stall in the month’s ahead Trump’s ‘anti-growth’ policies offsetting tax cuts and deregulation Real PCE quarterly change (YoY) will warn of a slowdown Earlier this week I talked about the...
by adrian tout | Feb 11, 2025 | Asset Allocation, China, S&P500, Uncategorized
Words: 692; Time: 4 Minutes Uncertainty comes from not knowing the rules China’s symbolic tariff tit-for-tat Three signs the market is starting to hedge its bets As an investor – it’s very important to know the rules. For example, if the rules are...
by adrian tout | Feb 7, 2025 | Commodities, Currencies, Inflation, Interest Rates / Bonds, US 10-Year Yield
Words: 1,669 Time: 7 Minutes How will Scott Bessent get the 10-year yield lower? DOGE is arguably the centerpiece – despite its controversy Inflation expectations rise sharply on tariffs The new US Treasury Secretary – Scott Bessent – is focused on...
