All eyes will turn to brand new Fed Chair (and guy who is regretting it already) Jerome Powell on Tuesday as he heads to Capitol Hill to regale lawmakers with some shit they won’t understand.
Category: fed
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
Let’s Get Italian: Full Week Ahead Preview
No shortage of event risk.
Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%
It’s comforting. Sort of. But sort of not.
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
There Is ‘Only One Scenario’ Where Equities Benefit From Here
Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.
High Note.
And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.
Fly Me To The Moon.
I was told Icarus would be unleashed.
Goldman Weighs In On The Fed Minutes
Are you still trying to figure out what to make of the January Fed minutes?
Wait, What?
If you don’t have a sense of humor, the market’s reaction to the Fed minutes was probably pretty frustrating for you.Â
Here Are The Fed Minutes: Take Them To Your Palm Reader
ALMOST ALL FED OFFICIALS EXPECTED INFLATION TO RISE TO 2% GOAL
SOME FED OFFICIALS SAW APPRECIABLE RISK INFLATION TO LAG TARGET
Read These Instructions Before Handling Fragile Fed Minutes
Obviously, interpreting the January Fed minutes is going to be a self-referential nightmare bordering on the absurd.
Neel Kaskhari Isn’t ‘Sitting Here Trying To Engineer’ Dow 86,000, Ok?
“…we’re not sitting here trying to engineer a certain level of the stock market.”
What’s Up With The Dollar? One Bank ‘Explains’ The Greenback’s Trials And Tribulations
In any event, take all of that for whatever it’s worth, and if you don’t agree with it, don’t fret because invariably, this debate will rage on for months.
‘As Far As I’m Concerned, It’s Just Speculation’: Full Week Ahead Preview
“Right away, you’re ready to sell it.”
In My Experience, Getting Drunk With Political Scientists Is Safer Than Getting Drunk With Economists
Two economists walk into a bar…
Baby Birds.
I think people might be missing some of the nuance inherent in what’s happened to markets this month.Â
David Stockman Presents: The Folly Of 2% Inflation Targeting
“At the end of the day, the real scandal of central banking is that it takes credit for what it doesn’t cause and can’t achieve in the main street economy, while ignoring the mayhem its machinations bring to the financial system.”
‘You’re Going The Wrong Way!’
“Oh, they’re drunk. How would they know where we’re going?”
Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’
“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”
Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat
“…inflation risks are clearly shifting to the upside.”
CPI Quick Take: What Happens When The Battle Is ‘Won’?
That’s the question.
Market Correction: Lessons From 2006
If you’re looking for some confirmation bias for your still-bullish outlook…
‘Is This The End Of The Central Bank Put’?
It may be time to question your religion.
Final Curtain? Full Week Ahead Preview
Is this it?
David Stockman Presents: The Two Elephants The GOP Has Forgotten
“Indeed, they are the proverbial elephants in the room, thereby giving rise to a considerable irony: To wit, the GOP party of the elephant, which is supposed to be the palladium of financial rectitude in American politics, has forgotten about them completely.”
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