“Well for me it’s no contest. Slick youtube presentations warning about Danger Ahead (that looks exactly like the Danger Behind!) are like an investor in 2007 warning about tech stocks because the 2000 DotCom crash was still ringing in their head.”
Category: fed
Nobody Worry, Because The Dallas Fed Has Its Eye On ‘These So-Called Risk Parity Funds’
“And I’ve learned when they do build, they can build very quickly, so we have to be very vigilant about this.”
Shrieking Puppets.
We have to win more.
Tailoring Taylor.
“The lesson is clear however”…
This Is The Playground For Markets: Everything That Can Happen, Has To Happen Here
“For anything to happen, 5Y5Y sector has to move higher. This is the catalyst for everything.”
The Situation Remains Fluid.
If you were looking for clarity on anything, today was most assuredly not your day.
‘Good Luck Out There’: Full Week Ahead Preview
Oh, boy. Try to wrap your head around all of this.
Yellen Says Asset Prices Are ‘High’, Draghi Says ‘People’ Still Aware That Stocks Sometimes Fall
Let Mario Draghi just be “clear”: he is not convinced that you are convinced that
CPI Misses, Dollar, Yields Fall
CPI rose 0.5% vs est. 0.6%
Ex. food, energy up 0.1% vs est. 0.2%
One Chart Shows All The Ways A Fed Hike Could Create (Fleeting) Bouts Of Volatility
Start from the bottom left…
The Fed Is About To Cause A Recession, Lacy Hunt Swears
“I’m very doubtful that they’ll be able to unwind the balance sheet to the extent they say they will.”
Race For Fed Chair Takes New Turn As Mnuchin Said To Push ‘Strongly’ For Powell
Stay tuned. The ratings will be “tremendous.”
Close Your Eyes And Buy.
Don’t worry about the orange man.
September Fed Minutes: Highlights
Obviously, the September minutes will be parsed for clues as to what the committee was thinking in terms of staying the course for December despite lackluster inflation.Â
One Trader Calls It: This Is The Day When It All Changes
“I’m talking about good old fashioned two-way flow and nascent trends galore.”
‘It’s Not An Emperor-Has-No-Clothes Story, But…’ Fed Bank Buster Isn’t Sure About Former Colleagues
“Coming fresh to a place where much of the discourse was accepted or assumed by the very smart economists on the FOMC and the Fed staff helped me to see where some of that received wisdom was not holding-up well in the circumstances we were facing.”
Calm Before The Storm.
Although you’d be forgiven for asking where the “calm” was.
How (Not) To Trade The Fed Chair Edition Of The Apprentice
“Take it all with a large grain of salt.”
Gross Says December Hike ‘A Slam Dunk’ As Earnings Blow Through Estimates
“And the market concurs.”
‘Volatility Would Return With A Vengeance’: Kocic Warns On Warsh And The Rebuilding Of The Fourth Wall
“However, giving up transparency and sticking unconditionally to policy rules, i.e. rebuilding the fourth wall, carries with it enormous risks.”
There Are No Atheists In Foxholes
“Here is my new prediction.”
Trump Has Shortlist For Fed, Yellen Not Expected To Get The Nod
“Now what do you got? Anarchy. You got anarchy.”
Hurricane Damage: Full Week Ahead Preview
Ok, well it’s Sunday which means, barring Trump wandering into a nuclear war in the next several hours, tomorrow will be Monday. This week they’ll be a lot of talk about…
The Noisy Status Quo
“This is an environment that is bearish for volatility. It fosters further complacency and encourages continued vol selling.”
Central Banks Have ‘Aided And Abetted Market Manipulation’: No One Read This Speech By Kevin Warsh
“The guild is unwise to treat financial markets as some beast to be tamed, cub to be coddled, or market to be manipulated. Too many policymakers appear in thrall to financial markets, and financial markets are in thrall to policymakers, but only one of them will get the last word.”
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