Federal Reserve

Zeo answers questions from clients and prospects on the Fed, inflation, interest rates, and more. Watch the full video below, click on…
Fed Chairman Jay Powell is frustrated. His word, not mine.1 In a recent public appearance, he said increased vaccination rates and stopping…
At Zeo, we aim to be risk managers. We tend not to express directional points of view in our portfolios. Our goal…
I don’t say this often, but Fed Chairman Jerome Powell is wrong. Regular readers of our investor letters and other publications will…
"Those who cannot remember the past are condemned to repeat it." – George Santayana, The Life of Reason "I’ve got news for…
In 2019, the bull market thinking of fixed income investors argued for a more disciplined approach to risk and return. The markets…
Fed Funds futures are predicting that the Federal Reserve will lower their benchmark Fed Funds rate below zero by mid-2021. Will this…
Why are credit ratings and credit risk still used interchangeably? In today’s environment, distinguishing between credit ratings and credit risk seems more…

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