Insights

U.S. Interest Rates Commentary and Research from Eric Hickman

This material is provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell futures/securities. The material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment strategies depend upon the client’s investment objectives.

Featured Insights

The US Dollar is fine

News stories abounded in the last two days reporting that the US Dollar (DXY index) had the worst first half since 1973. See examples below: Financial Times: Bloomberg: The New York Times: The Wall Street Journal: Also, stories from the New York Post, The Guardian,…

Powell didn’t give an inch

I thought Federal Reserve Chairman Jerome Powell would begin to acknowledge economic weakness at the FOMC meeting yesterday given all the deterioration I wrote about on Tuesday, but he didn’t — at all. Jeffrey Rosenberg of Blackrock aptly said the Fed is in ‘nothing to…

Bigger than tariffs

Also on Advisor Perspectives here. With the stock market recovering most of what it lost earlier this year and tariffs coming down from the scary levels of Liberation Day, the consensus thinking is that the past few months were just another recession scare like 12/2023…