Still cool.
Category: fed
‘The Fed Has No Clue!’, Trump Shrieks, Citing Article About European Tourism
Apparently unsatisfied with having branded the Fed “destructive”…
‘The Sky Isn’t Falling (Yet)’, One Bank Says, While Calling For Rate Cuts
“POTUS actually does believe that tariffs result in a net positive.”
Goldman: Fed Won’t Cut Rates This Year, This Is ‘No Time To Panic’
“Although it is a close call”…
Trump Calls Fed ‘Destructive’, Implies He Should Be In Charge Of Central Bank – CNBC Doesn’t Push Back
“Don’t forget that in China, the head of the central bank is President Xi”
Powell Fed Faces ‘Political Event Horizon’ – And Crossing It May Mean No Way Back
It hasn’t always been easy being Jerome Powell over the past year.
One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again
“This is a major relapse”.
Strategy Or Dumb Luck? Nobody Knows
We may have been duped.
‘Maybe Trump Is A Genius After All’
The eternal question: Is he crazy like a fox?
‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook
“We are once again forced to chop our forecasts”.
As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts
We’re now witnessing a veritable mania in Fed cut speculation.
‘The Main Story Here’
“On Friday, I was convinced that we were all going to be trading MXN vol for some time. Wrong.”
Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’
“The risk is that this inability for the Fed to keep pace with market pricing could create a de facto ‘hike’.”
‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’
“Figuring out his pain threshold is a challenge.”
Two Major Banks See Fed Rate Cuts By September – If Not Sooner
It’s getting serious now.
Month-End Rebalancing Hopes And Fed Pricing As ‘Just Another Measure Of Market Fear’
Assuming Trump can abstain from further trade escalations for a couple of days, “all else” might in fact turn out to be “equal.”
Fed Minutes Underscore ‘Transitory’ Narrative, ‘Patient’ Approach
“…even if global economic and financial conditions continued to improve.”
Why Fed Cuts Now Would ‘Only Make Things Worse’
Just after 8:30 AM on Tuesday, Donald Trump sent his eleventh tweet of the day….
‘Game Over, We Win!’ No Pressure Or Anything, But Trump Wouldn’t Mind If Fed Did A Little Competitive Easing
“If the Federal Reserve ever did a ‘match'”.
Trade, Fed Policy And Recession: It’s Complicated
“We’ll let you know in about three or four weeksâ€.
Trader: ‘A Little Part Of Me Wonders If Jay Powell Was Smarter Before He Started Listening To Everyone’
What was Jay Powell’s real mistake?
Vice Chair Clarida Isn’t Sure You’re Getting The Message
Any perceived recalcitrance will be met with jeers.
Macro Rumor Mill: ‘High-Profile Former Central Bank Head’ Says Odds Of Q1 2020 Fed Hike Higher Than Odds Of Cut
“Word around the macro universe”…
Stephen Moore Pulls Out Of Fed ‘Process’, Sparing America Any Further Screwing
“My biggest ally is the president [and] he’s full speed ahead”.
Nomura’s McElligott Rolls Eyes At Powell’s ‘Transitory’ Inflation Message, Says Bar For Cut ‘Infinitely’ Lower Than Bar For Hike
“I remain completely convinced that the bar to CUT is infinitely lower than the bar to HIKE.
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