Fed Watch Advisors Notes

Fed Watch Advisors Notes

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What Are Yields Doing?
It has not gone unnoticed that Treasury yields are in a box, compressed within a 10-basis-point range.
Jan 16 • Ben Emons
Buy the Geopolitics
Investors are getting a sense of what geopolitics are worth, and their risk premium is intertwined with it.
Jan 15 • Ben Emons
Inflation Opinion Day
Markets continue to hedge the President’s push for affordability.
Jan 14 • Ben Emons
CP-Independence
Nixon once said that “I respect the Fed’s independence, but independently, I expect the chair to agree with my views.” Even though there is significant…
Jan 13 • Ben Emons
Fed Leadership Challenge
Markets are growing wary of the Fed’s leadership hanging in the balance.
Jan 13 • Ben Emons
The Big Refi
It was a week of the President’s new affordability initiative, which sparked a significant divergence within the S&P 500 Index.
Jan 11 • Ben Emons
Affordability QE
A question that comes to mind: can affordability create jobs?
Jan 9 • Ben Emons
Fed Watch Advisors Notes
Fed Watch Advisors Notes
Daily commentaries about markets, macro, Fed, data, earnings, stocks & bonds, politics and crypto. FedWatch Advisors: https://fedwatchadvisor.com/
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