“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.”
Category: fed
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!
‘Rational Exuberance’ – Which Is An Oxymoron
“It has become progressively difficult to say something new.”
Booms Don’t Die Of Old Age, They Are ‘Murdered’ By The Fed
“So when you ask what the big risk is, the answer is”…
‘Spaced Out’: Don’t Bring A Knife To A Gunfight.
So what do you do? There are no “good” answers.
Bill Dudley To Annouce Retirement: CNBC
With Yellen, Fischer, and now Dudley gone (or leaving), the three most influential policy makers are all headed for greener pastures…
‘Do Something!’
And that, folks, is the week.
Trump Picks Jerome Powell For Fed: WSJ
TRUMP IS SAID TO HAVE PICKED POWELL AS FED CHAIR: WSJ
Check Back Tomorrow.
Thursday is now the “big day.”
Fed On Hold: Highlights, Red Line Statement
See you in December.
Why Would You Try To Trade This? Fed Preview
If you really wanted to, you could read something into today’s statement that really isn’t there, but I don’t know why you would try…
Trader: ‘Everyone Else Is Going To Be Left Holding The Bag’
” There’s a real possibility that the Fed celebrates that its balance sheet is getting in order but everyone else is left holding the bag. Central banks have created a vicious positive, which functions as a dangerous negative, feedback loop.”
Going To The Mattresses.
“How bad do you think it’s gonna be?”
Trader: ‘Virtually No One Cares’
“Numbers have more and more immediate effect with little lasting impact.”
Trump Releases Actual Commercial Teasing His Pick For The Fed
“Have fun. And God bless America.”
Back To The Future.
It was a good day for the “future.”
Trump Said To Lean Towards Powell For Fed – Unclear If Lou Dobbs Is Involved
Maybe Lou Dobbs changed his mind, or maybe Trump held another straw poll, or maybe he just woke up on the “Powell side” of the bed this morning, but according to sources who spoke to Bloomberg, Jerome is going to get the job.
Yellen, Warsh Out Of The Running For Fed: Politico
“President Trump changes his opinion on the issue every day, so it can’t be assumed Powell and Taylor are the only possible choices.”
Fireworks.
“…or what counts as ‘fireworks.'”
Gary Cohn’s Anti-Nazi Leanings Not Welcome At Trump’s Fed, Will Leave White House After Tax Deal: BBG
“I’m sorry Gary, you seem like a good guy and all, but when it comes to dictating monetary policy we’re looking for someone who’s more closely aligned with our feelings on the whole Master Race thing.
Did Fox News Just Officially Rule Out Janet Yellen?
I LIKE’ YELLEN BUT `YOU HAVE TO MAKE’ OWN MARK
Powell, Taylor, Krusty And Why Trump Should Just Name Trump Fed Chair
“Eliminate the middle man.”
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