All Eyes on Jackson Hole – China TV Interview
https://youtu.be/dJgk6hUceEo David weighs in on Fed Chair Janet Yellen’s upcoming speech in Jackson Hole.
Yellen’s Senate Testimony Shows Fed is Rattled
https://youtu.be/zBO8hmh1oUU Very somber tone from Janet. Latest data rattles the Fed
The Fed Needs to Speak with 1 Voice or Not at All
By David Nelson, CFA 38,000 – That’s all we got in the way of jobs in May leaving bulls scratching their head and bears looking for the next shoe to drop. In addition to creating a roller coaster day for traders, Friday’s weak employment report set off the usual round of conflicting statements from Fed […]
The Pain Trade is Up
By David Nelson, CFA The Pain Trade – Definition by Investopedia The tendency of markets to deliver the maximum amount of punishment to the most investors from time to time. A pain trade occurs when a popular asset class or widely followed investing strategy takes an unexpected turn that catches most investors flat-footed. Background It’s […]
Trump Hints Yellen Would Be Out as Fed Chair
https://youtu.be/iNj6M1HVq-Q David joins Fox Business anchor Charles Payne to discuss Donald Trump’s latest threat that Janet Yellen’s days are numbered at the Fed
Fed Day – It’s Time for a Change
By David Nelson, CFA Investors are lining up on either side of the DMZ choosing sides in the FOMC language debate. The Fed has been giving us signals for months that a change is coming. Dallas Fed President Richard Fisher set the ball in motion in July with his Op-Ed “The Danger of Too Loose […]
The One Word That Matters Most – Redux
By David Nelson, CFA The debate surrounding an inevitable Fed hike has preoccupied investors and those sitting behind the hollowed walls of the Federal Reserve for the last half decade. The pros and cons of Fed policy have been well vetted. The conversation today seems to have finally shifted from “should” they remove accommodation to […]
BNN – Fed Speak – Full Interview
http://youtu.be/FuBhIZMLQls David does an in depth interview on Canada’s Business News Network. Trying to interpret Fed Speak takes year’s of experience.