John M. Mason
Seeking Alpha
Philadelphia, PA, United States
Contact John
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Recent articles by John:
The Stock Market: The Fed Is Bluffing
Market movements this year indicate that many investors don't believe that the Federal Reserve will really live up to its picture of continued increases in its policy rate. → Read More
Federal Reserve Watch: Quantitative Tightening Continues
The Federal Reserve continues its quantitative tightening, and it keeps the pliers tight around the monetary facet. Read what investors need to know. → Read More
The Fed Speaks, Inflation On Its Mind
The statement of the Federal Open Market Committee concerning the recent 25 basis point rise in the Fed's policy rate of interest was received fairly well in the markets. → Read More
The Not-So-Good Future
The U.S. economy is in the middle of a period of radical uncertainty. Click here to read what investors need to know. → Read More
The U.S. Dollar: Will Soon Return To A Stronger Position
My belief is that the value of the U.S. dollar will go up and return to the values that were seen earlier in 2022. Click here to read more. → Read More
Federal Reserve Watch: Quantitative Tightening Continues
Federal Reserve continues on its quantitative tightening path, a path that has now resulted in a $428B reduction in its securities portfolio. Read more here. → Read More
The Next Step! The Digital Path?
European Union is planning a pilot test to examine the next stage of the movement into Central Bank Digital Currency. Read more here. → Read More
Crypto Pseudo-Banks Have A Way To Go
The current effort for crypto-lenders to bring the centuries-old business model of banking into the current era is on hold for now. Click here for my view of crypto-lending. → Read More
Federal Reserve Watch: Quantitative Tightening Continues
Fed continues to reduce the amount of securities in its portfolio and continues to oversee a further decrease in commercial bank reserves. Click here to read more. → Read More
The Recession Is Here
Industrial production has been down for three months and capacity utilization has been down for eight months. Click here to read what this means. → Read More
JPMorgan Chase: Recession Coming But Banks Are In Pretty Good Shape
JPMorgan has given us a picture of how the big banks look going into 2023, when they might face a recession. Click for my take on what this means for banks. → Read More
Federal Reserve Watch: Securities Portfolio Continues To Decline
The Federal Reserve continues to reduce the size of its securities portfolio and to oversee the reduction in commercial bank excess reserves. Read a macro outlook here. → Read More
Earnings Season: Just Where Are We
Earnings season is upon us and given the uncertainty that exists in the world, earnings for 2023 are not expected to be that good. Click for more. → Read More
The Stock Market Wants To Go Higher
Investors push stock prices up when they see a good sign that the Federal Reserve may have to change directions in the near future. Click here to read more. → Read More
Federal Reserve Watch: Moving Into The New Year
The Federal Reserve has kept a steady foot on the economy's brake since March 2022. Click here to read what investors need to know. → Read More
Big Banks: Recession In 2023
2023 is not likely going to provide a very strong recovery, and this is consistent with the effort to hold inflation in check. Click here to read more. → Read More
Term Structure Of Interest Rates: Recession Coming
The term structure of interest rates has a negative slope to it, a possible indicator that a recession is taking place or will take place soon. Click for more. → Read More
The Stock Market: 2023 Even More Uncertain Than 2022
The year 2022 was characterized by the fact that there was lots and lots of uncertainty, uncertainty all over. 2023 should be the same. Click to read more. → Read More
Federal Reserve Watch: Reserve Balances Down another $70 Billion
Federal Reserve is doing what it said it was going to do and both the Fed's securities portfolio and the excess reserves of the banking system are declining. Read more here. → Read More
Money Stock Growth Almost Negative
The Federal Reserve, fighting inflation, is pushing money stock growth rates toward negative figures. Read more on the economy here. → Read More