Breaking Down Policy Shift By Country
One of the themes at the forefront of everyone’s mind (well, at the forefront but still behind “make America greatContinue Reading
Category: economy
Barclays Surveys 885 Investors – Here’s What They Found
I’ve said it until I’m blue in the face (or maybe “yellow in the face” is the better way toContinue Reading
More Post-Fed, End Of Year Chatter
Reactions to the Fed’s “hawkish” dot plot shift are still trickling in from all over the sellside, as everyone weighsContinue Reading
A Look Back At The Day That Was
For those who might have missed any of Thursday’s action or for anyone who just wants a convenient refresher, here’sContinue Reading
Presenting Deutsche Bank’s “Visual Guide To The Fed”
No one ever accused the Fed of producing compelling reading material. For a group of decision makers that prides itselfContinue Reading
The Fed Can’t “Err Dovish”
For those of us who just can’t get enough when it comes to analysis of today’s Fed meeting (and likelyContinue Reading
Daily Kickstart With Bloomberg & Deutsche Bank
Ok, so it’s Fed day and by all accounts you can probably just skip this one. A hike is supposedlyContinue Reading
Hallelujah: Market Forecasts Converge With Fed Outlook
In case you haven’t noticed by now, Trump’s election and subsequent nod to fiscal stimulus in his acceptance speech haveContinue Reading
Barclays Previews FOMC Statement
Last week, I brought you Goldman’s projection for the upcoming Fed statement. Barclays is generally on the same page asContinue Reading
Weekly Kickstart With Bloomberg & Deutsche Bank
Let’s start the week with a bit from Bloomberg’s Richard Breslow who documents the continuation of the reflation trade andContinue Reading
Previewing Next Week’s FOMC Statement
Ok so Goldman has a preview (or three) out re: next week’s Fed meeting which is of course expected toContinue Reading
A Look Ahead To Fed Week
From Deutsche Bank’s resident weatherman Joseph LaVorgna: As we have repeatedly warned, much of the normally important economic data weContinue Reading
What History Says About Presidents And Recessions
I know, I know. Everything will be “great again” come January when a flamboyant internet troll and his blondish hairContinue Reading
Will Trump’s Fiscal Policy Be A “Game Changer”?
From Deutsche’s Alan Ruskin (emphasis mine): For those who were sitting on trading floor, it felt like Brexit all overContinue Reading