Reflections on economic and social trends that impact investor sentiment and behavior.
Selected Document
Five Questions for Janet Yellen
Western | February 12,2014

John Bellows discusses the potential impact answers to five critical economic questions will have on the monetary policy

  • Can monetary policy reverse structural damage in the labor market?
  • Do low rates necessarily lead to financial instability?
  • Does the Fed's forward guidance represent a forecast or a commitment?
  • How vulnerable is the US outlook to recent volatility in equities and emerging markets?
  • What are the most important determinants of inflation?