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A Bird's Eye View Blog

Are you wearing rose colored glasses? Take them off and you might see Bifurcated Markets, Tariffs, and Tempered Earnings Expectations

“These rose colored glasses

That I'm looking through

Show only the beauty

'Cause they hide all the truth”

-John W Conlee

Will the US Federal Reserve (FED) Get Bullied Into Making a Policy Mistake?

A Quick History Lesson

2018: The State of the Bond Markets Part 3

In our last post for the 2018: The State of the Bond Markets Part 2 report, we reviewed where the U.S. economy stands as well as quantifying the government's total debt outstanding. The monetary...

2018: The State of the Bond Markets Part 2

Last week in 2018: The State of the Bond Markets Part 1, we shared our fear for possible ramifications of the Fed's QE (quantitative easing) program that may foreshadow a policy mistake; the Fed...

2018: The State of the Bond Markets Part 1

In our 2017 State of the Bond Markets piece, we outlined how the U.S. Federal Reserve Bank (Fed) bought bonds from the open market in an effort to stimulate the U.S. and Global economies from the...

Policy Mistakes and their Economic Consequences:          Now the Fed is Tapering QE... What could possibly go wrong?

The U.S. Federal Reserve Bank’s (Fed) policy mistakes(tightening too far and/or too fast) have had a hand in every recession since WWII. The last time the Fed raised rates in 2004-2006, they...