Research Foundation of AIMR and Blackwell series in finance
Includes bibliographical references (pages 57-62).
Ch. 1. Federal Reserve Monetary Policy: A Primer -- Ch. 2. Measuring Monetary Conditions -- Ch. 3. Monetary Conditions and the Performance of Stocks and Bonds -- Ch. 4. Monetary Conditions and the Performance of Various Asset Classes -- Ch. 5. Assessing the Performance of Alternative Monetary Policy Measures as Predictors of Stock Returns -- Ch. 6. Investment Implications and Conclusions -- App. A. Industry Definitions -- App. B. Construction of the Goldman Sachs Commodity Index.