Frontier Asset Management
The AI-Fed Catch 22: Tango of Technology and Policy
The market has been highly tuned to news from the Fed or developments in artificial intelligence technology to set expectations.
Fed Actions and the Nervous Reactions
After three quarters of improving economic outlook amid increasing expectations for a painless decline in global inflation, markets and pundits alike have become less optimistic about a soft landing as they reacted to frustration from the Fed.
Running to the Safety of Stocks
In the era after the Financial Crisis, pundits, investment commentators, and the media falsely maintained a constant proclamation that interest rates were just about to rise and that the collapse of the bond market was imminent. When the Federal Reserve Bank (Fed) first lowered interest rates to 0%, the pundits proclaimed irresponsibility and that inflation would skyrocket.
Money, Money Everywhere, Not an Asset to Buy
During the next two decades, an estimated 76 million baby boomers – the bulge of the Western population born between 1946 and 1964 – will begin the process of going from growing and accumulating earnings to retiring and distributing their wealth.