Sage Investment Club

A Soft Landing Scenario—Another Fed Myth?

Commentary Optimism is increasing on Wall Street, with investors hoping for a “soft landing” in the economy. “David Kelly, the chief global strategist at JPMorgan Asset Management, is betting that inflation will continue to ease in 2023, helping the U.S. economy to narrowly escape a recession. Ed Yardeni, the longtime stock strategist and founder of […]

Is the Fed Trying to Wean Markets Off Monetary Policy?

Commentary Is the Fed trying to wean the markets off monetary policy? Such was an interesting premise from former British diplomat Alastair Crooke via the Strategic Culture Foundation, to wit: “The Fed however, may be attempting to implement a contrarian, controlled demolition of the U.S. bubble-economy through interest rate increases. The rate rises will not slay […]