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Elga discusses the reasons the Fed is conducting a major monetary policy review. This is the second post in a series of blogs on the Fed and inflation expectations. An in-depth policy review at the Federal Reserve is in full swing, and the central bank could announce significant changes to...

I am currently at a Fed conference called "FedListens," which is evaluating options for improving monetary policy. One focus of the conference is the question of how best to address the zero bound problem. Here I'll present a few initial impressions, based on the first paper (by Janice Eberly,...

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Here’s a key quote from yesterday's complimentary edition of The Macro Show with Hedgeye CEO Keith McCullough: “The problem remains that you can't eliminate the economic cycle. While it's nice to imagine PE Powell and the Vice Chair of the Fed coming out every single day, r...

Yesterday, as stocks celebrated odds of US Fed rate cuts in 2019, a World Bank report reduced its semi-annual forecast for global growth to 2.6% - from 2.9% at the start of the year - and slashed its forecast for growth in trade to 2.6% from 3.6%. This downgrade did not include further weaknes...

By Kevin Flanagan, Head of Fixed Income Strategy A funny thing happened one day last week when I walked into the office. No, this is not the setup for some joke; rather, I'm referring to what I heard regarding movement in the stock and bond markets. Specifically, the narrative was that the...

We were waiting for new tariffs on China and instead got new tariffs on Mexico, a country that has agreed to a new trade deal to replace the old NAFTA. Clearly, using tariffs to resolve immigration issues is an innovative tool, but does it really solve anything? Many of the immigrants Presid...

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Welcome to the weekly Tortoise credit podcast . I’m Greg Haendel, senior portfolio manager at Tortoise. Prior to 1492 when Christopher Columbus sailed the ocean blue, some people in Europe and Asia believed the Earth was flat. Although Columbus sailed the ocean blue to try to find a ne...

You'd think that the more trouble the US causes around the world, the weaker the dollar would trade. Who, after all, wants to own the currency of the country perceived by most to be the source of today's long list of trade conflicts and dirty wars? Apparently everyone, in a dynamic that's be...