What experts are saying about Monetary Policy
Central bank decisions on interest rates, balance sheets, and liquidity — and how Fed and global policy shifts ripple through markets.
“Initial applications for US unemployment benefits have fallen to their lowest level since 1969.”
- Amy Morris
“In October, a Davis Advisors internal research report highlighted the significant duration risk being taken by Silicon Valley Bank and First Republic.”
- Chris Davis
“Approximately 720,000 people left the US labor force between May and June.”
- Ed Elson
“According to Goldman Sachs' prime brokerage data, hedge funds are more short macro products against their long positions than at any time in the history of the dataset.”
- John Flood
“According to Federal Reserve data, the wealthiest 1% of Americans hold 31% of the nation's total household wealth.”
- Larry Fink