shareholdersunite.com

Opportunities in smallcaps

  • Forums
  • Portfolio and comment

Category Archives: Monetary policy

The Fed Will Soon Be Done Tightening

nflation is mostly a supply problem, and these problems are difficult to tackle with demand policies but are sorting themselves out. There are few signs that inflation is becoming ingrained […]

October 21, 2022 admin

The Fed Risks Tanking The Economy

The Fed is embarking on an almost Volcker-style campaign to slain inflation once and for all, but we think they are overdoing it and risk a hard landing. Inflation was […]

September 29, 2022 admin

The Fed Wasn’t Responsible For Surge In Inflation, But Is Likely To Create Recession

No matter how extravagant monetary policy is, as long as it doesn’t produce a credit boom, it doesn’t increase the money supply and hence inflationary pressures except in asset prices. […]

May 29, 2022 admin

Inflation At 7%, The 10-Year Treasuries Under 2%, Something’s Got To Give

Huge negative interest rates are not here to stay, inflation is going to come down and yields will rise a bit further. While the next 12 months or so, it […]

March 18, 2022 admin

QE Is Bad Policy, But Not For The Reasons You Think

QE is blamed for the recent inflationary surge by hard-money doctrines – the same hard-money doctrines that failed spectacularly in the previous decade. QE didn’t produce any inflation in the […]

March 12, 2022 admin

The Fed Is Irrelevant

With the US 10-year yield well below the Fed Funds rate, there are good arguments for lower interest rates. On the other hand, with rates and unemployment already very low, […]

September 1, 2019 admin

A Looming Disconnect Between The Economy And Financial Markets

The Fed is mostly focused on conditions in the real economy, loosening policy when growth slows and tightening when the economy grows too hot. It only takes on board financial […]

July 1, 2019 admin

The Fed Hasn’t Blown Another Asset Bubble

Investors feel whiplashed by the Fed, but while this is understandable, this isn’t necessarily justified as financial markets are a bit of a side show for the Fed. The Fed […]

April 27, 2019 admin

The Fed’s America First Policy

It is difficult to argue that monetary policy is too tight for the US economy, and financial data back that judgement up. However, the Fed often has a pronounced influence […]

January 2, 2019 admin

Fed Hysteria Out In Full Force Once Again

From the President downwards, much of the financial community is up in arms over the latest Fed policy change. While the Fed in general, or the particular policy changes and […]

December 26, 2018 admin

Posts navigation

1 2 … 5 Next →
  • AAOI
  • AAPL
  • ABAT
  • ACIA
  • ACXM
  • ADI
  • Administration
  • AEHR
  • AGYS
  • AI
  • AI
  • AIRT
  • AKAM
  • AKTS
  • Alternative energy
  • AMAT
  • AMBA
  • AMF
  • AMRC
  • AMSSY
  • AMZN
  • ANET
  • ANSS
  • ANY
  • APEN
  • APPN
  • APPS
  • ARAY
  • ARLO
  • ASML
  • ASRT
  • ASTI
  • ASUR
  • ASYS
  • ATEC
  • ATOM
  • ATPG
  • Automation
  • Autonomous Vehicles
  • AVGO
  • AVID
  • AYX
  • AZZVF
  • BABA
  • Balance sheet recession
  • Balance sheet recession
  • Banks
  • Battery play
  • BCO
  • BCOV
  • BCRX
  • BEST
  • BGFV
  • Big Tech
  • Biotech
  • BKYI
  • BLDP
  • BLFS
  • BLKB
  • Bonds
  • Book Reviews
  • BOOM
  • BOXL
  • Brexit
  • BWAY
  • BZUN
  • CAGC
  • CAMP
  • CAR
  • Car Market
  • CASA
  • CBLK
  • CCME
  • CCRD
  • CEVA
  • CFSG
  • CGA
  • CGNX
  • China
  • China
  • CHK
  • CHLN
  • CIEN
  • CL
  • CLDR
  • CLF
  • CLFD
  • CMPR
  • CNDT
  • CNXC
  • COCO
  • COHR
  • COHU
  • COIN
  • Commodities
  • CONN
  • Copper
  • Coronavirus
  • Corporate governance
  • CPAH
  • CPBY
  • CPLA
  • Credit Crisis
  • CRM
  • CRNT
  • CRTO
  • CRUS
  • CSLT
  • CSR
  • CSS
  • CSTE
  • CTPR
  • CTRP
  • currencies
  • CVNA
  • CVO
  • CVRS
  • CVV
  • CY
  • CZZ
  • Daily Distortions
  • DAIO
  • DATA
  • DBD
  • Derivatives
  • DIN
  • DJSP
  • DMS
  • DNDN
  • DRYS
  • DSNY
  • DUOT
  • DXC
  • DXCM
  • EBIX
  • ECB
  • Economic Policy
  • Economics
  • Economics of stock analysis
  • Economy
  • EDAP
  • EDU
  • Education
  • EFUT
  • EGAN
  • EGHT
  • Electric Cars
  • ELLI
  • ELTK
  • Emerging Markets
  • Energy
  • ENLC
  • ENTG
  • Environment
  • ENVX
  • EROS
  • ESIO
  • ESPR
  • ESTC
  • ETFC
  • ETN
  • ETSY
  • Eurocrisis
  • EVER
  • EWC
  • EXFO
  • EXTR
  • EYES
  • EYPT
  • FB
  • FCEL
  • FENG
  • Fertilizer stocks
  • Financial crisis
  • Financial crisis
  • Financial regulation
  • FINV
  • First look
  • Fiscal policy
  • FIVN
  • FIZZ
  • FLGT
  • FN
  • FNKO
  • FNSR
  • FOMX
  • FORM
  • FPAY
  • France
  • FSI
  • FSLR
  • FSLY
  • FSYS
  • FTNT
  • FTNW
  • Fun and Games
  • FUQI
  • FVRR
  • GDYN
  • Germany
  • GIII
  • GILT
  • GNC
  • Gold
  • GOOG
  • GSM
  • GV
  • HASI
  • HDGE
  • HDS
  • Health
  • Healthcare
  • HEAT
  • HIMX
  • HOGS
  • HOLI
  • HTZ
  • HUBS
  • HUSA
  • HUYA
  • HYGS
  • Hype Alert
  • Hype alert
  • ICHR
  • ICLK
  • ICON
  • Ideas that work
  • IIN
  • ILMN
  • IMF
  • IMMR
  • INDI
  • Inequality
  • Inflation
  • INFU
  • INMB
  • Innovation
  • INOV
  • INS
  • INSG
  • INTC
  • Interesting!
  • INTZ
  • INVE
  • Investment ideas from readers
  • INVN
  • INWK
  • IOC
  • IOC Technically
  • IOTS
  • IPGP
  • IPWR
  • IQ
  • IRBT
  • ISDR
  • ISR
  • Italy
  • ITI
  • IVAC
  • Japan
  • JCOM
  • JD
  • JKS
  • KEM
  • Keynesianism
  • KLAC
  • KLR
  • KOPN
  • KRMD
  • Latin America
  • LC
  • LDK
  • LFMD
  • LGIQ
  • LIQT
  • LITE
  • LOGM
  • LOVE
  • LRCX
  • LSCC
  • LTRX
  • LUNA
  • LVGO
  • Management Ideas
  • MARK
  • MASI
  • MAXR
  • MCHX
  • MDCA
  • MEET
  • MGNI
  • MICT
  • MIME
  • MIND
  • MIXT
  • MJCO
  • MLSS
  • MNAP
  • Model Portfolio
  • MOMO
  • Monetary policy
  • MORN
  • MOS
  • MRAM
  • MRIN
  • MRVL
  • MSCC
  • MSFT
  • MT
  • MTBC
  • MTEX
  • MTSI
  • MU
  • MUEL
  • MVIS
  • MVN
  • MX
  • MXPT
  • MZOR
  • Natural Gas
  • NEOS
  • NEP
  • Netherlands
  • NEWR
  • Newsletter
  • NFLX
  • NH
  • NIHD
  • NLST
  • NNDM
  • NOK
  • NOVT
  • NOW
  • NPTN
  • NQ
  • NSSC
  • NTAP
  • NTGR
  • NTIC
  • NTNX
  • NVCR
  • NVDA
  • NVRO
  • NXTD
  • OCLR
  • OESX
  • Oil
  • OKTA
  • OLED
  • OMTK
  • One to watch
  • ONP
  • Opinion
  • OPRX
  • PAR
  • PAVM
  • Pay
  • PAYC
  • PAYS
  • PCTY
  • PEGA
  • PERI
  • PII
  • PIP
  • PIR
  • PKE
  • PKKFF
  • PLUG
  • PNTR
  • Politics
  • Portfolio
  • Portugal
  • PRGS
  • PRO
  • PRTS
  • PTC
  • Public Policy
  • Public sector deficits and debts
  • Public sector deficits and debts
  • PVTL
  • PWER
  • PWFL
  • PYPL
  • QE
  • QFIN
  • QUAD
  • RACE
  • RADA
  • RAMP
  • RBBN
  • RCEL
  • RCII
  • RCM
  • RDCM
  • Reform Capitalism
  • REFR
  • Regulation
  • Remarkable
  • Research Reports
  • RLGY
  • RMBL
  • RNET
  • RNG
  • RNWK
  • ROKU
  • RQHTF
  • RUBI
  • Rumors
  • Russia
  • SAMOF
  • SBS
  • Secular Stagnation
  • SELB
  • SENS
  • SFIX
  • Shareholdersunite elsewhere
  • SHOP
  • Short Selling
  • SHU Forum
  • SHU Portfolio
  • SIGM
  • SIMO
  • SITM
  • SKX
  • SKY
  • SMCI
  • SMFR
  • SMLR
  • SMSI
  • SMTX
  • SNCR
  • SOGO
  • Solar sector
  • SOQ
  • Sovereign debt crisis
  • SPLK
  • SPWR
  • SQNM
  • SRAX
  • SSI
  • SSTI
  • SSYS
  • ST
  • STAF
  • STGW
  • Stock Tips
  • STP
  • SUNW
  • SURG
  • SWIR
  • SWKS
  • SYMX
  • SYNA
  • SYNC
  • SZYM
  • TAIL
  • Target 2
  • TDOC
  • TEAM
  • TECD
  • Technical Analysis
  • Technical Trading Ideas
  • Technology
  • TER
  • TEUM
  • TFFP
  • TGLS
  • TGNA
  • The best from the boards
  • The Markets
  • The World according to Economics
  • TITN
  • TJX
  • TLM
  • TLND
  • TLRA
  • TMK
  • TNDM
  • tnh
  • TPL
  • TPLM
  • Trade
  • TRIP
  • Trump
  • TSCO
  • TSL
  • TSLA
  • TSTC
  • TTD
  • TTGT
  • TTMI
  • TUFN
  • TWLO
  • TXN
  • TZOO
  • UBNT
  • UGRO
  • UMC
  • Uncategorized
  • UNG
  • UNXL
  • UPH
  • USIO
  • UTX
  • VCEL
  • VEEV
  • VERB
  • VIAV
  • vix
  • Voodoo economics
  • VRAY
  • VTSI
  • WDAY
  • WDC
  • WEX
  • WG
  • WIFI
  • WK
  • World Economy
  • WSTL
  • XLNX
  • XOM
  • XPER
  • XPLT
  • xxii
  • YETI
  • YEXT
  • YI
  • YY
  • ZAYO
  • ZBRA
  • ZIM
  • ZLPSF
  • ZM
  • ZS
  • ZUO
  • ZYXI
Powered by WordPress | theme SG Grid