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CIP Quips

Fed Up

What's in the news... Recent political, economic, and market volatility continues to keep everyone on their toes. After climbing to 2.95% on February 21, the 10 year Treasury dipped to 2.73% last week before settling at about 2.78% [1]. With the Fed continuing rate hikes and unwinding of QE, recent tax cuts, an implied increase in government... Read more »

What a Nail Biter

What's in the News: The last few days have prompted many questions for investors. What happened to solid economic expansion? What happened to improved corporate earnings? What will be the effects of the Fed’s balance sheet reduction? Will the government avoid another shut down? Inflationary fears are causing a bit of panic in the capital markets,... Read more »

Rates & Retirement – A Power Struggle

What's in the News: In a recent NASDAQ article, a 59 year old man preparing for retirement remarked, “It's absolutely ridiculous how hard it is to generate income”. While we all continue to wait for higher interest rates, baby boomers and older retirees are thirsting for yield after spending roughly a decade waiting for a meaningful increase.... Read more »

Low-lapalooza

What's in the News: Last week was a busy week for the fixed income markets. Federal Reserve policy makers chose to keep interest rates unchanged. The Fed believes that the economy is growing at a “solid rate”, however, core inflation remains below their target of 2% and expected labor market conditions gave them pause. Before jetting off to Asia,... Read more »

Only One Can Win

What's in the News: As we prepare for the President to possibly replace Janet Yellen as Federal Reserve Chair in February, the fixed income markets have been reacting as possible front runners for the seat have been announced. Earlier this month the market was rattled by the news that John Taylor was allegedly the front runner for the position,... Read more »

Rate Stalemate

What’s in the News: As expected, the Fed left its benchmark interest rate unchanged at its September 20th meeting. The Fed indicated that it remains on pace to raise short-term rates later this year, signaling one more rate hike in 2017, three in 2018, two in 2019 and one in 2020. However, a more gradual pace of rate increases is a real... Read more »

It's Hard to Unwind

What’s in the news: In an effort to alleviate the effects of the 2008 financial crisis the Federal Reserve’s quantitative easing program was introduced to drive down longer termed interest rates. The idea was to encourage people to spend more, and the program ultimately more than tripled the Federal Reserve’s balance sheet. Almost a decade later... Read more »

Potentially Lower for Longer?

Whats in the news: In March the Federal Reserve began the process of normalizing interest rates. In a statement, Federal Reserve Chairman Janet Yellen said, “The simple message is the economy is doing well … we have confidence in the robustness of the economy and its resilience to shocks” Since Yellen made that statement, expectations for a June... Read more »

Benefits of a Rising Interest Rate

Did you know… The noise surrounding the impending interest rate hike tends to send quivers through the average investor’s boots. While the details remain uncertain, let’s take a moment to point out some of the positive implications that may come along with an interest rate hike. Higher Returns on Interest Income Rising interest rates would benefit... Read more »

Interest Rate Hike on the Horizon?

What’s in the News: On Friday, August 26th, Federal Reserve Chairwoman, Janet Yellen, signaled the possibility of an interest rate hike in the near future: “I believe the case for an increase in the federal funds rate has strengthened in recent months. Of course, our decisions always depend on the degree to which incoming data continues to confirm... Read more »


The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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