“We are united in our conviction”.
Category: bernanke
One Trader Revisits The Inflation Scare Of 2012
“The hawks went ape-shit. They screamed and yelled. They warned about Weimar Republic style hyper-inflation. But Bernanke hung tough.”
“We’re Approaching A Margin Call” – The “Trump Put,” Volatility, & One Analyst’s Masterpiece
“When expressed in options language, the Trump put has the same decomposition as the Bernanke put during the QE period. Effectively, this is a supply of equity vol to the market financed by “selling puts†on President’s credibility. However, in contrast with the Fed whose communications with the markets reduced volatility, the new political transparency, as communicated through presidential tweets and political discourse, has been generally volatility increasing.”
Bernanke Was Right
“And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending. Increased spending will lead to higher incomes and profits that, in a virtuous circle, will further support economic expansion.”
You must be logged in to post a comment.