Infrastructure Spending – Markets Pricing In Too Much Of Good News?

posted in: Credit, Economy, Equities, Technicals | 0

“…I want to solve health care, jobs, border control, tax reform.” The above quote is from a weekend interview president-elect Donald Trump gave to the Wall Street Journal. The article also talks about his willingness to keep parts of the … Continued

Inflation/Inflation Expectations And Fed’s Desire To Hike On Divergent Paths

posted in: Credit, Economy | 0

“The assessment will take into account a wide range of information, including measures of labor market conditions, indicators of inflation pressures and inflation expectations, and readings on financial and international developments.” The above is from the October 28th FOMC statement … Continued

Fed Wants/Expects Uptick In Inflation, Markets Do Not Foresee One

posted in: Credit, Economy | 0

“Most of my colleagues and I anticipate that it will likely be appropriate to raise the target range for the federal funds rate sometime later this year and to continue boosting short-term rates at a gradual pace thereafter as the … Continued