The Pendulum Shifts

By David Nelson, CFA It’s no secret that there’s been a raging debate inside the Fed. Hawks like Fed Governors Plosser and Fisher have been quite vocal in recent months taking every chance to voice their concerns that the Fed was falling behind the curve. In previous Fed releases it’s the hawks that have taken […]

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Fed’s New Mandate

By David Nelson, CFA Wednesday, the FOMC released the minutes from their September meeting giving stocks their biggest one day gain of the year. If you aren’t sure if this was a Fed induced rally a quick look at the S&P intraday chart is all the confirmation you’ll need. All of this must be pretty […]

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We Aren’t at Defcon 1 – FED UP

By David Nelson, CFA The FOMC Team concluded their 2 day meeting yesterday with head coach Yellen taking the podium to answer questions. As I said in yesterday’s blog that if the controversial term “considerable time” remained, the first question in the press conference would focus on that decision. CNBC’s Steve Liesman got the first […]

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