“The bad news is that medium-term recession risk is now rising.”
Category: fed
Albert Edwards Is Back From Barbados And He’s Got (A Lot) He Wants To Tell You
The problem with ‘healthy debateÂ’ is that so many people back themselves into a corner and take any contrary opinion as a personal attack on their very identity as a human being.”
Bloodbath: “Nightmarish Picture” For Iron Ore Triggers Metals Mayhem
“Iron ore demand is waning, which, against backdrop of near-record/record inventories and aggressive Chinese and seaborne supply, paints a nightmarish picture”…
Fed Statement Redline, Word Cloud
Take it to your local palm reader.
The Going Rate For Being “A Bloody” Bitch Is Now €100 Billion
Yeah, so it turns out that exiting the European Union is probably going to be
Like Trump, Janet Yellen Is Preparing Ill-Advised “Preemptive Strikes”
“What if progress on core PCE is more limited despite labor market overheating, and the Fed’s dual mandate dilemma persists?”
How The Fed Killed The Fed Trade
“It is often the case that simply identifying a market anomaly can eliminate it as arbitrageurs take advantage of the perceived opportunity.”
Fed, Jobs, & France: Full Week Ahead Preview
Ok, so who’s ready for next week? That’s right, today’s Sunday which means tomorrow is
Dude, Relax: Stanley Fischer Doesn’t See Any Risk Of Another Taper Tantrum
Well, I’m by no means sure that anyone cares on a lazy, post-holiday-weekend Monday, but
(Almost) $400 Billion Weighs In On Tax Reform, The Fed, And The Dollar
Bank of America’s latest rates and FX survey comprises responses from 74 fund managers with
Bill Gross Has Some “Brainteasers” For You And Eventually He’ll Say Something About Markets
“Equity markets are priced for too much hope, high yield bond markets for too much growth, and all asset prices elevated to artificial levels that only a model driven, historically biased investor would believe could lead to returns resembling the past six years, or the decades predating Lehman.”
Bank Of America Answers Your Questions About The Fed’s Balance Sheet
I am continually amused at the extent which a question comes up – let’s say
“That Sh*t Cray”: Emerging Markets, Fed Minutes Edition
Earlier this morning, we asked an important question: what did yesterday’s Fed Minutes portend for buoyant
Goldman Likes Its Fed Minutes “Mildly Hawkish,” Probability Of June Hike Still 60%
“Overall, the mildly hawkish minutes increase our confidence that balance sheet normalization will be announced this year and are also marginally supportive of a June hike.”
Fed Minutes: Full Breakdown
In the lead up to the release of the Fed minutes, stocks were buoyant as
Albert Edwards Warns: “Fed Tightening Cycles Almost Always End In Recession”
“Collapsing bank lending growth is signalling that something is amiss and the Fed should stop raising rates, but I expect rapidly rising wage inflation will push the Fed into overkill. Fed tightening cycles almost always end in recession and this time will be no exception.”
Watch Those Minutes. ADP Ahoy! Le Pen Loses Her Sh*t. And More On A Fun Wednesday
“Let’s not forget where we’re coming from,†he shouted, struggling to be heard over his rival. “You have been repeating the same lies for 40 years — those your father used to tell.â€
This Is “Highly Uncertain”: Deutsche Bank Weighs In On Tantrum Risk
Earlier today, we brought you the latest from Bloomberg’s Richard Breslow, who warned that the
Lacker Resigns From Fed
“Jeff Lacker, Richmond Fed president, says he is resigning effective today after improperly disclosing confidential Fed information, NY Times said in tweet.”
Trader Warns On Fed: “No One Knows How This Is Going To Work”
“No one knows how this is going to work in practice, let alone what it will do to markets.”
Boom! It’s Monday. Here’s What Happened While You Were Asleep
Well, it’s Monday. Welcome to Q2. Things were relatively subdued in the overnight session, as
Your Complete Visual Guide To A (Sort Of) Busy Week
For those who prefer a visual guide devoid of our editorializing.
Jobs, Minutes, Xi & The Juiceman: Your Full Week Ahead Preview
Welcome to the first quarter of the rest of your life. Q2 marks markets’ first
What Is The Fed Thinking? One Bank Answers
Q: Is the Fed more hawkish than the market assumes? A: Yes.
Here’s Why You Should Have Stayed In Bed: Inflation Hooray, Bill Dudley Edition
On Friday morning we got some data you probably don’t care about. Or maybe you
Mind The Cross-Atlantic “Gaps”: Your Week Ahead Preview
Earlier, we talked a bit about Donald Trump’s waning political capital and the extent to
Here’s What Rising Rates Mean For Government, Corporate America, And You
One of the obvious questions as rates begin to rise is this: what happens to government, corporate, and household finances?
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