Yep. Batshit.
Category: fed
Here’s What Wall Street Thinks About The Fed And Jerome Powell’s Debut
Well, the reviews are in on the Fed decision, the SEP, the dots and on Jerome Powell’s “plain speak” presser debut.
Breaker One-Niner
The market’s verdict was as follows.
Powell Don’t Talk Much Like Yellen – Jury Still Out On Whether That’s Good Or Bad
I’m sorry, but I’m not sure doublespeak and bluntness are going to be compatible forever.
Fed Signals 2 More Hikes In 2018: Dot Plot, Projections, Statement, Analysis
FED RAISES RATES QUARTER POINT, SIGNALS TWO MORE HIKES IN 2018
FED ESTIMATES SHOW STEEPER PATH FOR RATE INCREASES IN 2019-20
FED SAYS `ECONOMIC OUTLOOK HAS STRENGTHENED IN RECENT MONTHS’
FED REPEATS NEAR-TERM RISKS `APPEAR ROUGHLY BALANCED’
One Bank Says A Dovish Fed Is Going To ‘Place A Floor Under The Stock Market’
So you know, “fingers crossed” I guess if you’re long.Â
A Couple Of Thoughts On The Fed’s Growth Outlook
Here are my off-the-cuff thoughts on that as sent around to a couple of people this morning (and again, these are just my musings and should be treated as such).
Face The Music.
In terms of news flow on Tuesday, everything took a backseat to Facebook and the worsening Cambridge Analytica scandal, which is spiraling rapidly out of control.
Toxic Brew: Full Week Ahead Preview
This should be all kinds of amusing.
Tariffs And Tightening: Here’s What $350 Billion Worth Of AUM Is Thinking
For what it’s worth.
Breathe In, Breathe Out
“Waiting to inhale.”
Going Forward, There Is No Debate: ‘The Balance Sheet Effect Is One Of Tightening’
But hey, this should be fine, right?
‘History Suggests It Might Be Time To Temper The Enthusiasm’
“It’s 819 days since the start of the Fed tightening cycle. Why would I know that so precisely?”
Goldilocks Goes To War
After all, she’s got a habit of hanging out with and implicitly taunting bears…
Jim Grant On The Bond Bear Market, Jerome Powell And Much More
“I’m a little bit more fatalistic. You know, we have come to accept that financial markets are driven by people and by policies and by personalities. And, what is Chairman Powell going to do? What will President Trump tweet next? As if they were in charge. Well perhaps sometimes they are not in charge.”
One Trader Revisits The Inflation Scare Of 2012
“The hawks went ape-shit. They screamed and yelled. They warned about Weimar Republic style hyper-inflation. But Bernanke hung tough.”
‘This Is An Important Development’: Lael Brainard Turns Hawkish, You’re All Fucked
“Risks are moving toward five.”
David Stockman: ‘The Trump Tariffs Will Send Economic Harm Cascading Downstream’
“Needless to say, the Donald’s un-varnished, un-vetted and un-shackled thoughts whims on most any topic are a thing of considerable disruptive potential. But when it comes to trade, his mind beats to the sound of a drummer not from this world or even possibly the next.”
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
This Means War.
Thursday went swimmingly.
Goldman Interviews Paul Tudor Jones, Gets Retelling Of The Battle Of The Little Bighorn
“Let me describe to you where I think Jerome Powell is right now as he takes the reins at the Fed. I would liken Powell to General George Custer before the Battle of the Little Bighorn, looking down at an array of menacing warriors.”
Goldman Asks The Big Question: Is This The End Of The Low Vol. Regime?
The narrative in 2017 revolved around two things…
‘Most Investors Didn’t Anticipate That’: Goldman Weighs In On Powell’s Hawkish Surprise
“…so soon and so straightforwardly.”
David Stockman To CNBC: ‘That Was Just Janet Yellen In Trousers And A Tie’
“The Donald seems to think that the 37% gain in the stock market between election day and the January 26th high was all about him, and in one sense that’s true. Donald Trump is all about delusional and so are the casino punters.”
Ok, So Jerome Powell Screwed Up A Little Bit On Tuesday
Who knows, maybe Powell meant to do just what he did, but somehow I doubt it.
They’ve Done Studies You Know…
60% of the time…
Powell Says Stocks Play A Role In Economy’s Performance – Here’s What A Crash Would Mean
Why yes, the stock market is “an important place for investors to invest.”Â
You must be logged in to post a comment.