Blogs - steve blitz

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. As independent analysts we have a voice in the public debate on these issues. The content on this page includes: blog posts, research notes and video content. To find out more about our research services and access to our team please Contact Us.



Fed moves halfway to an ease

Fed moves halfway to an ease

21 Mar 2019 - Steve Blitz

As we forecast the Fed announced the end of its QT programme at their meeting on 20 March.

The question is whether the easing from QT (already in the market, see chart) and China’s stimulus will be enough to help resurrect ...

#Fed #FOMC #interest rates #QT #Recession #Steve Blitz #US Treasury #Yield curve


How strong is the US economy?

How strong is the US economy?

13 Feb 2019 - Steve Blitz

Steve Blitz, our Chief US Economist, looks at the strength of the US economy in the light of investor flows.

Investors have recently favoured US equities with large foreign revenue exposure, as opposed to domestically orientated operations. He for...

#Equities #Fed #QT #Steve Blitz #US Economy


Will a pause work?

Will a pause work?

05 Dec 2018 - Steve Blitz
  • 2s/5s yield curve inverts: market voting the Fed eases in 2020
  • Curve compression has occurred before. FOMC reaction is critical
  • Turn or transition for the economy? We still think transition 

The Fed has b...

# #Fed #FOMC #Interest Rates #Powell #Steve Blitz #US Economy #Yield Curve


How many Fed hikes over next 12 months?

How many Fed hikes over next 12 months?

19 Nov 2018 - Steve Blitz

If you take the Fed’s “dot plots” at their word, three or four more hikes in 2019, after raising rates in December would seem to be the order of the day, says Steve Blitz, Chief US Economist. There is, of course, an inherent disconnect bet...

#Fed #FOMC #Rate Hikes #Steve Blitz #TRUMP


VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE

Menu

Client Login


Don't have an account? CREATE YOUR ACCOUNT
TRIAL