Calibrate your expectations accordingly.
Category: fed
Give Peace (And Quiet) A Chance
Holding pattern as market awaits the Fed.
The ‘Most Important Week Of The Year’? Full Week Ahead Preview
I doubt it, but as Trump would say, “we’ll see what happens”…
Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting
The main event cometh.
Trader: ‘This Is My Prediction’ On Inflation
“Well, bought from them.”
‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?
Maybe nothing. Consider it unresolved.
Albert Edwards Returns From Yosemite, Disagrees With Other Notable Bear When It Comes To Forest Fires
“I am just back from a two-week trip to Lake Tahoe and Yosemite/Sequoia Parks”…
Urjit Patel And The Dollar Liquidity Shortage Debate
The “double whammy” problem.
All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers
The bar is high. Or is it?
I Know You Want To, But Don’t Ignore This Out-Of-Cycle Wednesday Rate Hike
Lost in the shuffle, but perhaps unjustifiably so.
Shaking The Tree: The Fed, ‘Overripe Fruit’ And A Half-Full Snifter
If you’re a snifter is half-full (of Hennessy) type…
Fed Minutes: FOMC Says Inflation Overshoot ‘Could Be Helpful’
I guess it depends on your definition of “helpful”.
Trader: How I Learned Not To Fight The Fed And How To Trade ‘QT’
“The days when the Federal Reserve has a large bond maturity have seen abnormally large declines in the S&P 500.”
Uncharted Waters: Budget Lunacy, The #MAGA Economy And What PredictIt Predicts For Rates
“You will ride eternal, tacky and gold leaf”…
‘They’re Still The Largest Sellers Of Vol.’: And So, The Baton Is Passed To Forward Guidance
Remember, “transparency as a way of stabilizing the markets has become a tool of suboptimal control.”
Transparency, Trust And The ‘Fed In Wonderland’
“Oh dear! Oh dear! I shall be too late!”
David Stockman Is Not Particularly Amused With Your Inflation Targeting
“Is there any evidence that the microscopic variance between 1.9% and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”
‘Bonds, Bonds, Everywhere!’
“At what price?”
‘Encouraging Things’.
Things no one knows about.
Fed Statement: Highlights, Red Line (They’re Going With ‘Close To’)
FED KEEPS RATES UNCHANGED, SAYS INFLATION `MOVED CLOSE’ TO 2%
Here’s A Quick Guide To The May Fed Statement (Because I Know You Care)
What’s the frequency Jay?
Trader: Powell Has A Plan. There’s Just One Problem…
“Powell has got a plan, and his sticking to it so vehemently will ultimately be a mistake. “
Spiraling Down The Rabbit Hole: What Happens When The Ammo Is Gone?
Down the rabbit hole you go.
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