“The next great crisis will be caused by Central Bankers not realizing that all this monetary fuel they have pumped into the system has finally ignited, and like a bonfire that gets out of control, they have no way of extinguishing it.”
Category: fed
Don’t Kid Yourself: ‘No One Knows How This Will Play Out’
“Therefore, 2018 has the potential to be a substantial tipping point in the supply/demand dynamic.”
This Is What ‘Max Central Bank Predictability’ Looks Like
Needless to say, breaking with this precedent of predictability – i.e. becoming less transparent – carries enormous risks.Â
David Stockman: Here’s Why This Time Is Different
“But that’s not the half of it:Â Those massive buys were accompanied by a giant amplifier in the form of front-running speculators and arbitragers who hang around the casinos.”
What Will The Fed Do If The Yield Curve Inverts? Goldman Answers
Naturally, this raises questions about whether an inversion would prompt the Fed to slam on the brakes when it comes to the hikes.
Ignore That Raging Dumpster Fire.
Just try not to focus on that, ok?
One Bank Reveals 7 Key Calls For The New Year
But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…
David Stockman Unveils The ‘Watchword For 2018’: ‘UNHINGED!’
“That refers to Wall Street, Washington, the Dems and the GOP, and all the far and near corners of the planet which are implicated in their collective follies.”
10 Questions For 2018
At this point, you’re probably exhausted with year-ahead outlooks, forecasts, “top themes”, and the like. But…
Requiem For 2017: The Year In Charts
Cheers to you in the new year…
The Rich Get Richer.
And that’s the week.
Goldman: The Market Is Wrong About Yesterday’s Fed Decision
Should you “trust” the market’s dovish interpretation of the Fed?
Everything Is ‘Officially’ Awesome
“Nah nah nah – I can’t hear you.”
Yellen: Bitcoin Is A Highly Speculative Asset And Is Not A Stable Store Of Value
I suppose it’s only fitting that Janet Yellen would weigh in on Bitcoin at her final press conference as Fed Chair.Â
Fed Hikes Rates: Redline, Dots, Projections, Analysis
FED RAISES TARGET FUNDS RATE RANGE QTR POINT TO 1.25% TO 1.5%
Which Bird Will Janet Yellen Flip To Markets On Her Way Out The Door?
“Was she lucky? Or was this the result of smart policy decisions?”
A December Hike And Yellen’s Last Hurrah: Full Week Ahead Preview
A snowy hike and so much more.
‘It Is As If Time Had Stood Still’: Basking In The Light Of Goldilocks
“Nothing, it seemed, could upset the future.”
Why This Wind Down Is Different.
Follow the red line…
Leftovers: Full Week Ahead Preview
Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.
‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation
“Yet, we would argue that the mere fact that investors fail to spot trouble in a single sector should not be grounds for comfort: the reason why no single sector stands out may be that all the sectors are mispriced.”
Grandma Is In Trouble.
“Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming decades.”
Phew, That’s Over – Now Go Get Drunk.
Well, what can you say?
Into The Wild Blue Yonder.
Ok, well there were some notable headlines to start the week…
The Incredible Shrinking Playground
“This mechanism of market functioning is a manifestation of systemic causation.”
You Can’t Make This Up
You can’t make this shit up!
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