Your refund will be escaping this death trap with your life…
Category: fed
Larry Summers Isn’t Losing Sleep Over Bubbles But Yellen Leaving Would Keep Him Up At Night
“…if the ninth year of expansion with unemployment approaching 4 percent is not the time for above-target inflation, when will that moment ever come?”
One Trader Takes A ‘Dark Side Stab’ At Jackson Hole
“No, a surprise will most likely look like a Central Bank chief that attempts to put policy back on the previous tighter path.”
Debt Ceiling: Here’s The Nightmare Scenario
Ok, I don’t know how much figurative “stock” you put in Mitch McConnell’s Monday promise that
‘We Are In A Dive, I Repeat’…
“You know what? It’s fine.”
Borrowed Time.
Tick, tock.
Dollar Sinks To Lows As Fed Minutes, Trump Weigh
This is a long-running concern. For years, there have been questions about whether fiscal policy was prepared to take the baton from monetary policy.
July Fed Minutes: Highlights And Summary
Although several participants were prepared to announce a starting date for the program at the current meeting, most preferred to defer that decision until an upcoming meeting while accumulating additional information on the economic outlook and developments potentially affecting financial markets.”
Nedbank Asks: Is A Dollar Liquidity Crunch Coming?
“The shortage of dollars is a longer-term structural problem for the world.”
Larry Summers: The Fed’s Good Luck Is Likely To Run Out
“I suspect the Fed’s job will be much more difficult over the next few years. Economics, finance and politics will all throw up new challenges that will probably demand creative and unorthodox responses.”
Kocherlakota Thinks Congress Should Protect You From People Like Him
“To be sure, this could on occasion prevent the Fed from doing the right thing when Congress is wrong — as it did in 2010. But”…
Incomes Flatline, Spending Barely Grows, PCE Manages Not To Be Catastrophe
Well, this could have been better.
5 Tail Risks That Could ‘Spoil The Party’ & Why One Bank ‘Stopped Worrying’
“We continue to stand by the message that a window of opportunity remains open”…
Presenting: A Crazy Week In Charts
Ok, well this was an interesting week…
‘I Come Back To You Now’: Kolanovic Returns, Everyone Panics
“…at the turn of the tide.”
‘Sonata, Adagio & Minuet’: A ‘Symphony’ Of Debate Emerges Around Surging Euro
“Currencies, like symphonies progress through movements, not in straight lines. As a symphony progresses through the sonata, adagio and minuet, volume and intensity crescendos and decrescendos before the final forte surge of the rondo.”
An ‘Explosion Of Large Block Trades,’ And A ‘Currency Cold War’
“We could very well be seeing a market-structure change right before our eyes.”
A Dovish Fed Day In Charts
So “dovish” it was, or at least “dovish” was the market’s read on the Fed
Yields Fall Sharply As Treasurys Underpinned By Block Trade Amid ‘Wiggle Room’ Talk
“The descriptor ‘relatively’ gives policy makers some wiggle room in the event the labor market, inflation data, or possibly a debt ceiling crisis, gives the FOMC cold feet in September.”
Fed Decision: Full Highlights, Redline Statement
Fed Says Balance-Sheet Unwind To Start ‘Relatively Soon’
‘It’s A Coiled Spring!’: Trader Sees ‘Immediate Rally’ In ‘Beleaguered’ Dollar
“Do I have high conviction? Yes. For a reason.”
Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’
“We think the timing would be good for investors too to remember to what they owe their improvement in fortunes”…
Solving The Mystery Of The Big 2Y Short: ‘It’s Too Damn Rich!’
But there may be a simpler answer still…
‘Trapped In The Waiting Room’
“There’s no reason why you can’t be trapped in the waiting room and still keep yourself occupied and have a bit of fun.”
‘Well What If There Is No Tomorrow?’: Fed, Kushner, And Full Week Ahead Preview
Ok, it’s Sunday evening at HR, and you know what that means…
Gradually And Then Suddenly
“But, hey, we’re hitting our numbers just fine as it stands and, if you hadn’t noticed, our stock price hit a new high yesterday. Why mess up a good thing?”
Here’s Something That Will Never Happen, But Probably Should…
“The only thing it will accomplish is forcing, as well as encouraging, investors to carry on with the types of trades every right-minded observer thinks has a large element of recklessness.”
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