“… and most likely permanently.”
Category: fed
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.”
Morgan’s Mike Wilson Explains The ‘Simple’ Reason The Fed Can’t Save Stocks
“…we suspect that neither is a bullish signal for equities.”
Chasing The Dragon: A ‘Blink For The Ages’
An “epic” reversal and the limits of “string pushing.”
Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US
“Investors should contemplate a brave new world”…
Blue Magic: Addicted Markets Get Fix As Central Banks ‘Resume Race To Zero Posture’
“That’s a brand name”.
Trump Had Dinner With Jerome Powell, Clarida At The White House On Monday (They Had Steak)
Powell and Clarida must have been really disappointed they weren’t greeted with Filet-O-Fishes and pizza
What Stocks Usually Do When The Fed Is Done Hiking (And Why History Is Not A Good Guide)
Being Jerome Powell is a pretty thankless job.Â
Have Questions On ‘QT’? Goldman’s Got Answers
The genie is out of the bottle.
Into The Shadows: How Many Rate Hikes Is QT Worth?
“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”
The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded
“Have central banks blinked? We think so”…
Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)
If you’re Donald Trump, there’s a lot to like about Herman Cain.
Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’
“I am going back into a foxhole.”
‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed
“It is difficult to read the outcome of the January FOMC meeting as anything other than the Fed capitulating to recent market volatility.”
Seeking Redemption, Jerome Powell Blindsides Skeptics
Is this what you wanted?
Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day
“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’
“Our forecast appears to be validated.”
Once A Caver, Always A Caver?
“Funny how things change when Powell is staring down the barrel of a stock market decline that seemed to be spiraling out of control.”
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
Cognitive Instability And The Fed’s ‘Addiction Liability’
“We are troubled with the opinions we have of things and not by the things themselves.”
As WSJ Tips ‘Earlier-Than-Expected’ End To QT, One Bank Assesses Impact On VIX, Rates Vol.
It’s time for another Timiraos “story”.
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