Category: Insights
Wrong Central Bank?
U.S. investors have shifted their Fed expectations from “Pivot” to “Pause”, but are they focusing on the wrong central bank?
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Quantitative Tightening (QT): Check the Plumbing
Since the Global Financial Crisis of 2007-08, the Federal Reserve has poured trillions of dollars into the banking system through its Quantitative Easing (QE) program. But what happens when they reverse the flows? Will the plumbing hold?
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Not Your Father’s Credit Crunch
There are rising concerns that the recent strain in the banking sector may give way to a larger financial meltdown, but are they justified? Northeast Investors Trust believes that today’s circumstances are different and the banking system is more resilient than many people think.
SVB: A Silver Lining
While there may be aftershocks from the collapse of the bank, Northeast Investors Trust believes that the emergency measures taken by the Federal Reserve and FDIC will stabilize the situation.
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The Fed: Finding Neutral
Why Credit is Once Again Attractive
2022 was a difficult year for many asset classes, from credit to equities. What is the outlook for 2023 and beyond? The Northeast Investors Trust team believes that the longer-run outlook for credit is once again attractive and that asset allocators should take a good look.
Why the Bank of Japan’s Pivot Matters
Portfolio manager Bruce Monrad talks about the recent change in the Bank of Japan’s ultra-aggressive monetary policy and how it could ultimately affect both US and global markets.
What happens if “transitory” inflation is in fact transitory?
Portfolio manager Bruce Monrad explains that “transitory” inflation may go away, but underlying inflationary pressures may linger in 2023.
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