Federal Reserve’s next move might not be until 2016
Tuesday Breakfast with Benjamin: Why the Fed's first interest rate hike could be pushed off even further. Plus: What happens when all asset classes stand still, cutting into timber investments, and a Goldman hedge fund swings and misses on interest rates
- Surprise, surprise. The latest data from the Fed show that it might be 2016 before that stubborn 2% inflation target is met, meaning the first rate hike could be pushed off even further. Issues facing Fed officials
- What’s scarier than rising interest rates? One possibility is complete stagnation. It could actually happen. ‘There’s not much for an investor to get excited about’
- Timber investing can be a great portfolio diversifier, but you have to be able to see the forest for the trees. BCC, RYN, PCL
- Goldman hedge fund bets wrong on interest rates and loses 5.6% in October. Waiting for monetary policy to catch up
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