Posts By: Jason Roque

FRB Hangover | July 13, 2018

Man, can the Federal Reserve Board (FRB) throw a hell of a party!  9 years and we are still not feeling the hangover; when will it come? A decade ago the FRB reduced interest rates to the zero bound.  They also managed to build a hefty balance sheet, $4.5T; all…
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Trade Reality | July 6, 2018

After months of trade threats by both the US and China, the threats came to fruition last week. How will the markets respond?   There is expected to be an overall rise in consumer costs as producer costs will rise with tariffs. This makes inflation a concern in the near…
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Low For… Ever? | June 29, 2018

The mantra for the last decade has been ‘low for long’. Is it possible that we could be looking at ‘Low For… ever?’ Here is some background on ‘Low for long’…  It refers to low interest rates for a prolonged period. The benefit of low for long is the reduced…
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Attack of the Tariff! | June 22, 2018

The week started as it ended the prior Friday.  Attack of the tariff from every angle!  What could tariffs mean for growth during the second half of the year? Tariffs The focus was on tariffs as the week started, but rather than the threat to move the needle for negotiations,…
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Central Bank Week | June 15, 2018

While the Singapore Summit garnished headlines, central banks across the globes moved Markets! The Federal Reserve Bank (FRB) reported the results of their two-day meeting on Wednesday. They increased the Fed Funds Rate from a range of 1.75% to 2%. More importantly, they increased the outlook for the remainder of…
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