Robert Lloyd, CFA
- Mar 27, 2022
Stocks aren't Bonds; Bonds aren't Stocks
Well, yeah. Thanks for stating the obvious, Rob. The point is that bonds are getting pounded for a very specific reason: inflation has...
Robert Lloyd, CFA
- Mar 6, 2022
Wall Street Calculating Odds Of Nuclear War
I'm starting to see Wall Street writing about nuclear war...I guess we are going to pretend lower Manhattan isn't on the list of targets....
Robert Lloyd, CFA
- Mar 1, 2022
Our inflation problems just got worse
The Russian activity in Ukraine will push up oil prices and this will drive up the inflation impulse throughout the world. The analysts...
Robert Lloyd, CFA
- Feb 3, 2022
The Fed Is Raising Rates Into An Economic Slowdown
Another wrinkle to the inflation and interest rate question is the evidence of economic slowdown. We know that stimulus programs have...
Robert Lloyd, CFA
- Feb 3, 2022
How High Will The Fed Go?
The big question is how high will the Fed raise interest rates? If we compare key rates like consumer price inflation, Federal Funds rate...