The risks are likely different from what you've been told. Here's what you should be watching instead and how it could impact your investment decisions.
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?
Those chasing returns in credit need to be aware of what the Fed is and isn't trying to achieve, so let's dig in.
Here's my take on the Fed's corporate bond ETF buying, Germany's ruling on quantitative easing and the Treasury's decision on new bond sales.
This is a game in which Jerome Powell & Co. have played their turn, and now await their opponent's move; also here are the bonds to own now.
The Fed has made three big changes to its corporate bond-buying program, and here's my take what the controversial moves mean.
QE does not produce growth, it just delays the inevitable problem and kicks the can further down the road. Meantime, we have a curve ball (the Fed) that keeps throwing trillions at the market, buying riskier assets each time.
But as jobless claims explode while the coronavirus takes its toll, we have heroes at the nation's hospitals and heroes delivering packages and stocking shelves, and we have possibly the greatest Fed ever.
As the Covid-19 crisis takes its toll on our people and economy -- and the world's -- we must break things down as simply as possible to see what's happening.
After a strong day for fixed-income markets, let's learn from 2008 how to play this volatility.
Here's my take on bonds and the economy amid the coronavirus outbreak, which policies would work -- and what to considering buying now.
Kraft Heinz, Macy's and Renault have all recently been downgraded, and now the question must be asked: Is this the start of something bigger?
As the debt markets sit in a moment of complacency, here's why you should check the balance sheet rundown on each stock you own.
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.
Let's look back to a year ago this month, when most investors saw volatility and a lack of liquidity; and then turn to now, as the tariff deadline looms and the VIX vs. VIX futures gap widens.
With Beijing amassing military hardware on Hong Kong's doorstep, it's worth counting the cost if the People's Liberation Army 'liberates' the city from pro-democracy protesters.
The catalyst for equities is now out of the bag, it is just a matter of finding companies with that catalyst before everyone catches on.
The bulls are not deterred by a downtrend in NFLX shares on Thursday..
This is why rates rose the day the Fed made such strongly dovish comments, and how you should manage your fixed income portfolio in response.
Here's what we could hear and how it would impact the debt and equity markets.
Why I believe it's time to take profits and reduce risk.
My 'Hopium/Doomium' model has stood the test of time.
From the Fed's perspective, wage growth doesn't matter anymore.
Tesla's CEO is encountering an experienced jurist on Thursday.
The entertainment giant's mounting debt load is giving analysts pause about the potential of its share price.
Here is some advice on what we can expect next from the Trump administration -- and how to position your portfolio for these wild swings.
The evidence that inflation Is slowing Is mostly circumstantial.
The SPDR S&P 500 ETF outperformed Diamond Hill Corporate Credit Fund, so why take the latter's risk?
From overweighting dividend stocks to avoiding high-yield bonds, this is how I'm playing things here.