EXECUTIVE SUMMARY: DR. EDMOND J. SEIFRIED May 2022 ECONOMIC ANALYSIS
table of contents 1BREAKING NEWS — MARKET SPECULATION & THE STATE OF THE ECONOMY 2CAN THE FEDERAL RESERVE LOWER INFLATION...
Dr. Ed Seifried’s FOMC Meeting Commentary Report – May 3,4 2022
table of contents 1FEDERAL OPEN MARKET COMMITTEE (FOMC) MEETING RESULTS:2ECONOMIC HIGHLIGHTS: Job growth was strong, but economic activity edged downward,and...
FTDO: How about just buying Treasuries now
The Treasury trade is looking very interesting at the moment. You might want to consider it if it fits your strategic plan, liquidity, and shorter-duration security portfolio needs. This trade does not happen very often, and is often not presented because the sale of treasuries do not carry the margins desired by many investment houses.
Buying Bigger & Smaller Security Sized Quantities Can improve Yield, ROI, ROA, and Capital
Summary: We've analyzed just over 14,000 securities in detail worth over $17 billion in par value and found some very interesting...
FTDO: Some MBSs may extend and not pay down as expected
Summary: Most mortgagees have locked in long term funding at low rates as just over 70% of loans are less...
Has the Treasury Rout Stopped?
Summary: Historic Treasury Selloff Opens Old Wounds The ongoing sell off in the U.S. Treasury market is increasing the appeal of...
What does the Ukraine crisis mean for Community Banks?
Summary: These types of crises generally tend to only have a significant and lasting impact on global financial markets if they...
1970 to 2020: Inflation, Rates, Stocks
Summary: Some important historical perspective to consider during times of volatility 1. Stocks generally do not do much during high periods...
EXECUTIVE SUMMARY: DR. EDMOND J. SEIFRIED ECONOMIC ANALYSIS
table of contents 1BREAKING NEWS — MARKET SPECULATION & THE STATE OF THE ECONOMY 2A SHIFT IN MONETARY POLICY DURING...
Dr. Ed Seifried’s FOMC Meeting Commentary Report – January 25, 26 2022
table of contents 1FEDERAL OPEN MARKET COMMITTEE (FOMC) MEETING RESULTS:2ECONOMIC HIGHLIGHTS: Job growth and economic activity continue to strengthen, but...