Monetary Policy

Technical Review

The FOMC and Financial Conditions

November 28, 2023

Technical Review, Global Economic Report

Secular Bear Market in Treasury Bonds

November 3, 2023

Consumer Price (CPI) inflation peaked in 1981 and then trended lower for 40 years, and after 1997, Core Consumer inflation held below 2.5%. In April 2021 inflation broke out of this 24 year base with the headline CPI pushing above 4.0% and the...

Wall Street Finally Getting the FOMC’s Message?

September 23, 2023

Jim Welsh of Macro Tides sits down with Blake Morrow and talks the very wild central bank meeting week the markets had, but most importantly how the market may finally be starting to understand the messaging that they have been trying to get across for months. Jim illustrates that between the “...

Technical Review, Global Economic Report

Macro Factors and their impact on Monetary Policy, the Economy, and Financial Markets

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The cornerstone of my Tactical Strategy is the intersection of Economic Fundamentals, Monetary Policy, and Technical Analysis. The combination of these has helped me implement an effective Tactical Strategy that seeks to identify...

Are You Ready for the 10 Year Bear Market

May 17, 2023

Jim Welsh believes that the coming secular bear market has already begun and that it will be worse than the 1966-1982 period. He bases this on factors such as debt, demographics, and the risk of war. He believes that the economy will slow in the second half of 2021 and that the market will...

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