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Results for tag "federal reserve"

Chris Recker on TD Ameritrade Network – Apr 5, 2022

CIO Chris Recker discusses the headwinds facing the equity markets as the Federal Reserve looks to combine interest rate increases with quantitative tightening. Recorded 4/5/22.

Apr 05, 2022 Watch Video → Investing

Chris Recker on TD Ameritrade Network – Feb 18, 2022

CIO Chris Recker discusses the S&P 500 sector leaders which include materials, consumer, and financials. He also talks about how stocks are dropping, heading for a second consecutive losing week on Ukraine-Russia tensions.

Feb 18, 2022 Watch Video → Investing

Chris Recker on TD Ameritrade Network – Nov 2, 2021

Watch CIO Chris Recker on the TD Ameritrade Network as he provides a summary of today's historic equity market valuations and the challenges that would need to be overcome to sustain these levels. Recorded 11/2/21.

Nov 02, 2021 Watch Video → Investing

R.I.P. Short Sellers

The demise of many short sellers over the last decade might be a canary in the coal mine as central bank policy threatens market function.

Feb 11, 2021 Read Post → Investing

Chris Recker on TD Ameritrade Network - Feb 5, 2021

CIO Chris Recker joins host Oliver Renick to discuss the disconnect between the economy and the markets. Recorded 1/5/21 on the TD Ameritrade Network.

Feb 05, 2021 Watch Video → Investing

Chris Recker on TD Ameritrade Network - Dec 7, 2020

Watch CIO Chris Recker on Market on Close discuss the Fed's impact on asset prices and projected returns. Recorded 12/7/20 on the TD Ameritrade Network.

Dec 08, 2020 Watch Video → Investing

How Japan’s Past Is Relevant to the U.S.

Today, the U.S. has an asset bubble comparable to Japan’s in 1989-1990, and so how Japan navigated an exit from their bubble can yield stylized insights on what might be in store for the U.S.

Nov 17, 2020 Read Post → Investing

The Fed's New Look: Same As The Old

The Fed's Monetary Review looks like a continuation of the Greenspan school. If the Fed is successful in generating significant inflation, impacts on markets could follow.

Sep 14, 2020 Read Post → Investing

Recession Caused by a Depression

We are now witnessing the recession that is following the depression. Job markets are troubled. The official unemployment rate in no way communicates reality of U.S. labor markets. Over 55 million initial jobless claims or nearly 33% of February labor force levels have been filed since March 12th.

Aug 06, 2020 Read Post → Investing

Quicksand Economics (QE): Sacrificing Sure Footing

Through massive levels of unemployment and extreme factors pressuring small businesses, the pandemic shutdowns have introduced a new dynamic that could hinder the recovery.

Jun 18, 2020 Read Post → Investing

The High Cost of High Prices

Instead of investing in the future of the U.S. with initiatives that seek a pay-off, recent bailouts and market manipulations will only hamper long-term growth. Is the U.S. heading toward Japanification?

May 14, 2020 Read Post → Investing

Chris Recker on TD Ameritrade Network - Feb 20, 2020

CIO Chris Recker joined the TDAN panel to discuss the precarious posture of the stock market, deteriorating fundamentals, and coronavirus risks. Recorded 2/20/20.

Feb 20, 2020 Watch Video → Investing

Equity Markets Have Disconnected from the Real Economy

By many measures the U.S. stock market is in a bubble. Valuations need to be justified by growth. Markets have diverged from fundamentals based on current and future expected performance.

Jan 10, 2020 Read Post → Investing

Easing Cycle Fix: Saved by Zero?

The Federal Reserve's policy course change has ushered in a new wave of monetary easing. Are they signaling a severe level of concern?

Oct 21, 2019 Read Post → Investing

Chris Recker on TD Ameritrade Network - Oct 21, 2019

Video clip of CIO Chris Recker on the TD Ameritrade Network discussing what the Fed may be indicating with their current policy. Recorded 10/21/19.

Oct 21, 2019 Watch Video → Investing

Collateral Concerns 2008 vs. 2019

In 2008 short-term funding markets experienced issues that led to Fed intervention. They were a sign of increasing counterparty risk. Today, are the repo markets calling out again?

Oct 07, 2019 Read Post → Investing

Chris Recker on TD Ameritrade Network - Sep 17, 2019

TD Ameritrade invited CIO Chris Recker to discuss the wild swings in the repo market and his outlook on the economy. Recorded 9/17/19.

Sep 17, 2019 Watch Video → Investing

Chris Recker on TD Ameritrade Network - Apr 15, 2019

CIO Chris Recker joined the Market on Close panel to discuss the state of the markets, China, trade, and monetary policy. Recorded 4/15/19.

Apr 15, 2019 Watch Video → Investing

Chris Recker on TD Ameritrade Network - Aug 21, 2018

CIO Chris Recker discusses Federal Reserve interest rate hikes, economic data, and a flattening yield curve on the TD Ameritrade Network. Recorded 8/21/18.

Aug 21, 2018 Watch Video → Investing

Chris Recker on TD Ameritrade Network - May 3, 2018

CIO Chris Recker was featured on TD Ameritrade Network to discuss Fed policy expectations and the potential effect on risk asset prices. Recorded 5/3/18.

May 03, 2018 Watch Video → Investing

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