This is the story and folks are sticking to it.
Category: fed
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
Where Did The Volatility Go And When Will It Be Back?
“We see a case for being long vol next year.”
Cheshire Cat’s Smile Redux: ‘Not Exactly A Party Cocktail’
And see, that’s where the problem comes in.
Pepe Silvia.
“There are many risks out there.”
King Dollar Versus The Anti-Poles
Long live the king?
Steve Mnuchin Isn’t Worried About The Yield Curve – ‘At All’
“It’s a market condition.”
Fed’s Esther George Says Trump Can Tweet Until The Doves Come Home For All She Cares
“I don’t tell him what to say”.
Fed Minutes Show ‘Many’ Officials Think Another Hike Is ‘Appropriate’ – And ‘Soon’
“…it would likely soon be appropriate to take another step in removing policy accommodation.
Do Not Underestimate Donald Trump When It Comes To The Fed
“You see what’s happening.”
On Monday, Donald Trump Accused Jerome Powell Of Acting Against The Interests Of America
“Am I happy with my choice? I’ll let you know in seven years.”
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
Gundlach Warns Of Treasury Short Squeeze, Goldman Says Don’t Sweat Curve Inversion
Kings, squids, inversions and squeezes.
This Is Not A Drill: Jerome Powell Needs To Be Careful In Jackson Hole
Fragile. Handle with care.
Trader Reminds You: ‘Tomorrow Is Another QT Day’
“But here we are, with tomorrow (Wednesday August 15th), having just a shade over $23 billion of bonds expiring.”
Pondering ‘The End Of Synchronized Everything’
And at the heart of it all…
Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns
“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
Fed Pleased With ‘Strong’ U.S. Economy, Repeats Call For ‘Gradual Rate Increases’
But what does Fed Chair Donald Trump think?
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
Blockbuster: Full Week Ahead Preview
What summer lull?
Elephant In The Room: Full Week Ahead Preview
Just try to ignore it.
‘They Offset The Tariffs Before They Even Happened’: How To Lose A Trade War Before It Even Starts
Expect more dollar tweets.
China Now Has Jerome Powell Behind The Eight Ball Thanks To ‘The Art Of The Deal’
Somewhere, Yi Gang is chuckling.
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