◀ The Principal Blog

Fed changing tack?



The Federal Open Market Committee (FOMC) may be moving away from this year’s quarterly rate hikes to another strategy. After a likely increase at this week’s meeting, the Federal Reserve (Fed) may pause. The Fed may move to a more data dependent plan. According to the most recent FOMC minutes,…

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Short and Sharp: Geopolitics worry me, the economy less so



With so much to worry about, it’s little surprise that risk assets have sold off sharply in the past two months. Global markets are confronted by a host of geopolitical concerns, not to mention (misplaced) recession fears. Investors may have cheered a 90-day truce in the US China trade war, but…

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