Federal Reserve

Walls of Worry

October 26, 2016

There is an ample supply of angst across the nation: in markets, commodity prices, and among voters. No one lately has self-reported that they are happy across any broad [...]

Rotation Afoot?

August 31, 2016

The trading thus far in the third quarter has been starkly different from that in the first half of the year.  In the first half, the sectors that offer relatively high [...]

The Waiting Game

April 27, 2016

I read an interesting bit of trivia in a Barron’s article over the weekend. The article said that this Thursday “marks the day when the bull market that began in [...]

Help on the Way?

April 20, 2016

US economic growth is expected to be quite weak in the first quarter of 2016, continuing a multi-year trend of weak starts. In fact, the consensus estimate for 1Q GDP growth [...]

Tail Wagging the Dog

April 13, 2016

For this week’s Market Commentary, we are taking an excerpt from our 1Q edition of The Farr View. With the Federal Reserve’s recent change of heart, an earnings [...]

Behind the Curve?

March 23, 2016

In our March 9th Market Commentary ( What’s So Bad About a Little Deflation?), we discussed deflation and why central bankers across the globe have gone to great [...]