By David O'Malley | November 13, 2017
Tuesday’s release of the Producers Price Index (PPI) and Wednesday’s release of the Consumer Price Index (CPI) will be the economic data highlights this week. With inflation remaining stubbornly low despite strong employment conditions and the odds of a December interest rate increase running around 80%, the importance of the pace of inflation data takes on greater significance.
By David O'Malley | February 21, 2017
In this short trading week, I will be watching to see if we get any more information on the Federal Reserve’s (Fed) current thinking when they release the January meeting minutes this Wednesday. If U.S. economic data remains strong, I expect the Fed to increase interest rates by 25 basis points at the March meeting. Also of interest this week is the expected release of Berkshire Hathaway’s earnings and Warren Buffett’s annual letter on Saturday, which to me is a must read.
By Penn Mutual Asset Management | January 11, 2017
Penn Mutual Asset Management CIO Mark Heppenstall contributed an article to The Hill where he shared his outlook on what investors can expect from the Federal Reserve (Fed) in 2017.
By Mark Heppenstall | November 17, 2016
U.S. interest rates have been trending higher since July and gathered additional steam following last week’s surprising election results. However, despite the dramatic spike post-election, the increase in rates so far has yet to catch up with the move experienced during the taper tantrum in 2013.
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