Posts From Lance Gaitan

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Interest Rates

Rate Hikes on the Horizon?

Last Friday’s jobs data filled most investors with confidence going into the second half of the year. This week, notwithstanding some disconcerting nuclear brinksmanship, markets remain calm. Along with the

Central Banks

Central Bank of the World

If, by chance, you’re not familiar with my work, I focus on the Federal Reserve System. That’s the formal name for the central bank of the United States, most often

Central Banks

What Should the Fed Be Worried About?

You’re probably a little fed up with the Fed, but it’s worth paying attention to our nation’s central bank, even if it holds less influence than it would like to

Central Banks

The Fed Decides… No Surprise

The Federal Reserve is one of the most powerful economic engines in this country, if not the world. Its power and influence is such that any meeting or quote, no

Stocks

The Fed Is Full of It. The Yield Curve Is Not

Sometimes we get so caught up in what’s happened over the last few days, weeks, or months, we fail to see the bigger picture. Perspective is key. Lose it, and

Investing

It’s a “Risk On” World Right Now

In today’s markets, traders clearly believe that risk IS reward… That’s one reason long-term interest rates are climbing: Investors are absolutely more attracted to equities’ potential upside than to the

Investing

Plan, Prepare, Profit: The Upside of Market Surprises

The unofficial start to summer here in the U.S. is marked by Memorial Day. But June 1 kicks off the official Atlantic hurricane season. I live in Florida, and hurricanes

Central Banks

The $4.5 Trillion Gift

Let me tell you a little story. Let me tell you a little story. It starts in November 2008 when the Federal Reserve launched an $800 billion bond-buying program to

Interest Rates

I’ve Got My List and I’m Sticking To It

As I write this, the markets are still near all-time highs and long-term Treasury rates sit at just under 3%. Because the Fed seems to have met its dual mandate

Interest Rates

Are You Listening?

The past week was full of Federal Reserve speeches, which, yeah, I wouldn’t blame you one bit if you tuned them out completely. But I listen to what they say,