“Bulgakov’s cat, Behemoth, played chess and took trams.”
Category: fed
Nomura’s McElligott On ‘QE-Lite’, Friday’s Rout And, Of Course, CTA ‘Trigger’ Levels
“Back in the bond-buying business”.
As Bonds Find ‘Best Friends’, Stocks Grapple With Inversion Freakout
…famine, pestilence and, naturally, locust plagues.Â
The Unfathomable Stupidity Of Stephen Moore
“Why didn’t we make him Fed chair?”
Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed
But hey, look at the bright side…
Of Hamster Wheels, Zombies And Spiraling Bubbles!
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
Behold: Here Is Charlie McElligott’s Fed ‘Rant’
“Allow me to get this off my chest immediately”
‘Tightening Is So Last Year’: What Wall Street Thinks Of (Another) Dovish Surprise From The Fed
“Just when you thought the Fed could not possibly deliver another dovish surprise”…
Fed’s Dovish Surprise Sure To Elicit Feigned Incredulity From Peanut Gallery
Commence the tomato throwing!
Fed Announces QT Taper, Signals No Rate Hike In 2019
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’
What happens in the lead-up to “first cuts”?
When Good News Is Just Good News
A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.
‘Mystical Assertions’ And ‘Many Pretty Pictures’: Is The QT Fascination Misguided?
“Investors’ views on balance sheet policy are all over the place.”
Center Stage: Full Week Ahead Preview
No pressure.
Everything You Need To Know About The March Fed Meeting
The main event…
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
‘The Impact Of The Fed’s Reversal Has Been Tremendous’: BlackRock’s Rieder Talks Shop With Goldman
What else can be said about the Fed’s “epochal”/ “epic”/ “dramatic” dovish pivot ?
Fed Balance Sheet Runoff: A ‘Roadmap’ To The End Of The Road
Here’s how this will work – maybe.
‘Political Things?’ S&P Rises 100% Of The Time In Presidential ‘Third Years’
“I know that’s not supposed to be the way it is”…
If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.
“… and most likely permanently.”
Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does
“No, I do not.”
What Wall Street Thinks Of The January Fed Minutes
And so, an announcement in March is the base case.
Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
‘A Negative Outcome On Any Of These Fronts Likely Spells The End Of Hikes’: Another Bank Slashes Fed Outlook
The risks are myriad – the dangers clear and present.
Why One Bank Is ‘Putting The Fed On Hold’
“…we are eliminating the two hikes we had penciled in this year.”
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