Interest Rates

March 16, 2017

/ /
Posted By
/
Comment0
/
Is Your Portfolio Prepared For the New Market Environment? The change that is underway in U.S. markets is no run-of-the-mill, short-term shift.  This is a sea-change — not business as usual.  We’re referring to the end of a thirty-year period...
Read More →

July 29, 2016

/ /
Posted By
/
Comment0
/
Market Summary We are bullish on the U.S. market for the next few weeks, and suggest buying on dips in August.  Although the market is not cheap, the U.S. is a haven for money leaving Europe because of Brexit and...
Read More →

August 7, 2015

/ /
Posted By
/
Comment0
/
Categories
Not Your Grandfather’s Rate Hike With the Fed funds rate set to rise for the first time after years of extraordinary and unprecedented monetary policy, we believe that market psychology will make for a difficult investing environment.  This anxiety is compounded...
Read More →

July 31, 2015

/ /
Posted By
/
Comment0
/
Herded Into Disaster: Yield Chasing, Liquidity, and ETFs In 2002, addressing Nobel Prize-winning economist Milton Friedman on his 90th birthday, former Fed chair Ben Bernanke acknowledged the role of the Federal Reserve in worsening the financial crisis of the Great...
Read More →

June 19, 2015

/ /
Posted By
/
Comment0
/
Investment Summary World economic optimism is rising, and as a result, demand for government bonds is receding. Inflation is starting to be felt in some Asian countries, especially India. We note that new jobs and higher wages are a trend...
Read More →

June 12, 2015

/ /
Posted By
/
Comment0
/
Categories
Why We Believe that U.S. Long-term Interest Rates May Rise this Year The Federal Reserve is likely to raise interest rates in September. However, whether it does or not, longer-term rates will rise over the next few months. The Fed...
Read More →

June 05, 2015

/ /
Posted By
/
Comment0
/
Interest Rates At Guild Investment Management, we agree that the world is in a period of low global growth and prevalent deflationary influences. We are also in a period of banking restructuring, and as a result, we may see slower...
Read More →

April 28, 2015

/ /
Posted By
/
Comment0
/
Investors’ Burning Questions Last weekend GIM’s Chief Investment Officer, Monty Guild, gave a speech to investors about world markets. During the Q&A, it became obvious that investors had four central concerns: 1. “The U.S. market is high; how do we...
Read More →

March 30, 2015

/ /
Posted By
/
Comment0
/
Categories
Investors are Concerned About Future Fed Behavior… Especially Interest Rate Increases We read carefully the comments by Fed vice-chairman Fischer — the eminent, wise, and experienced central banker. Mr. Fischer believes that U.S. rates will probably rise late in late...
Read More →