By Avi Deutsch September 14, 2023 Summary of Key Points: _________________________________________ Over 18 months into this tightening cycle, and with headline inflation down to 3.2% as of July, many are wondering when the Fed funds
Avi Deustch
Quarterly Update: Jerome Powell’s Soft Landing
By Avi Deutsch July 14, 2023 - Jerome Powell’s (“JP”) biography should make for a fascinating read. The Fed chairman, who was nominated by Donald Trump and is the first non-economist to serve since 1981 has become one of the most powerful figures
Chicken
By Avi Deutsch May 11, 2023 - Two games of chicken are unfolding in the U.S. economy, the one between investors and the Federal Reserve, and the other between Democrats and Republicans in Washington D.C. Despite the Fed’s recent
Quarterly Update: A Wobbly Tight Rope
April 14, 2023 - The Fed’s mandate to guide the US economy through monetary policy is often likened to steering a cargo freighter, though a Rube Goldberg machine may be a more apt analogy. Between the Fed and the US economy stand a dizzying array of
Unforced Errors
By Avi Deutsch March 17, 2023 - The financial infrastructure that enables the modern economy is a work of wonder. A global machinery of banks, brokerage firms, investment banks, stock exchanges, fund managers, and insurance companies hums in the
Silicon Valley Bank (SVB) Failure
March 10, 2023 - Today’s news about Silicon Valley Bank (SVB) took everyone by surprise. In the span of just a few hours, the country’s 16th-largest bank went into FDIC receivership. Most of you will not have heard of SVB prior to today — they mostly
Mixed Messages
February 9, 2023 - The first two weeks of February provided investors with a series of contradicting signals about the state of the economy. It began with the Federal Open Market Committee meeting on February 1st, where the Fed, as expected, raised
Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice
January 4, 2023 - Managing Director, Avi Deutsch was featured in Barron’s discussing ‘Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice.’ “Clients who are young can afford to have a lot of exposure to an
Five Things Investors Will Remember About 2022
By Avi Deutsch December 28, 2022 - All years are different, but some years are more different than others. For investors, 2022 falls squarely into the latter category, as many of the events that transpired represent a paradigm shift from the
Inflation Blues
By Avi Deustch September 22, 2022 - The release of the August inflation data this week marks a new and painful phase in the War on Inflation. It’s now obvious that the Fed was not only too late to raise interest rates, but that inflation has
