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Federal Reserve

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Feb 07, 2019 Research Alliance Capitulation, Thy Name Is Powell—OppenheimerFunds

The U.S. Federal Reserve faces reality and decides to pause on raising interest rates.

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Jan 14, 2019 Research Alliance Suffering Liquidity Withdrawal Syndrome, Market Gets Its Fix—Thornburg

It appears the “Powell Put” has been exercised as the Fed chief declares no “pre-set” course on rates and no “hesitation” to change its balance sheet runoff. But does the economy still need Fed accommodation, or do markets just want it?

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Feb 22, 2018 Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with an audience of our private wealth management clients. We’ve excerpted his comments here.

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Nov 06, 2017 Research Alliance Powell in Charge: How the New Fed Chair Might Govern—Wells Fargo Asset Management

While it’s very early in the game, there are some important indicators of how Jerome Powell might steer the central bank in the coming years.

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Oct 02, 2017 Research Alliance Questions Around Growth, Asset Prices Linger—Thornburg Investment Management

The Federal Reserve’s balance sheet unwind comes amid mixed U.S. data, but the global acceleration in growth and inflation gives it cover to continue normalizing policy and reduce market distortions. The upswing might also give pause to those asserting the death of the Phillips Curve.

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Sep 27, 2017 Research Alliance How Far Will the Fed Go?—Wells Fargo Asset Management

The Federal Reserve will likely raise rates and unwind the balance sheet as much as it can without negatively affecting the economy.

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Sep 26, 2017 Research Alliance Bond Markets in a New Era of Fed Policy—Wells Fargo Asset Management

Here are some thoughts on how central bank policy may take shape, as well as implications for the bond market.

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Sep 20, 2017 Research Alliance How Have Stocks Weathered Fed Hikes?—Wells Fargo Asset Management

A December hike may be on the table—what does it mean for investors?

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Jul 28, 2017 Research Alliance Fed Likely to Stay the Course—Guggenheim Investments

A tightening labor market and near-target inflation will keep the Federal Reserve on track even as fiscal policy sputters.

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Jul 27, 2017 Research Alliance The Fed’s Concern: A Flat Yield Curve—Wells Fargo Asset Management

One thing that didn’t show up in the Federal Reserve's latest policy statement, but is likely of concern to the Fed, is the flattening of the yield curve.

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