In September 2015, just a few weeks after the latest incarnation of Black Monday, Deutsche Bank’s Aleksandar
Category: fed
Good Jobs, Bad Jobs
It’s like they’re micromanaging this thing by the hour…
The Mystery Of Friday’s “Somehow Disappointing” Jobs Number
I mean look, I get it. And I’m sure you do too. Hourly earnings missed and it looks like the 0.1% m/m growth was the lowest since last August. If you’re so inclined you can read into that something about consumer spending and consumer spending is three fourths of the economy. And on, and on. It’s not rocket science. But…
On Payrolls Friday, One Trader Asks: “Are You Feeling Lucky?”
Here we are on payrolls Friday after a week in which a lot of sh*t
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
Two Traders Sound Off On The “Apolitical” Fed
They want to normalize, but they need to figure out how to do so in a way that doesn’t lead to “excessive” dollar strength lest they should all end up getting purged for treason Erdogan-style.
Fed Statement Redline, Word Cloud
Read the proverbial tea leaves…
Daily Kickstart (Fed, Dollar In Focus As Global PMIs, iPhones Boost Sentiment)
Quite a lot of people seem to be hanging their hats on Wednesday’s Fed statement
Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)
Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump
Goldman Previews This Week’s Key Events
As mentioned earlier this morning, it’s a busy week. We’ve got multiple Fed meetings, a
“America First”: What Traders Will Be Watching Next Week
Ok, so it turns out that even if Congress is willing to suffer Donald Trump
Why One Trader “Can’t Stop Thinking About The FOMC Meeting”
“I can’t stop thinking about next week’s FOMC meeting. Which I realize is odd given that nothing is expected, virtually nothing priced in and no press conference. Not to mention, none of the big guns is currently scheduled to speak in the days after the event. This is meant to be one of those free-pass get-togethers.”
Chart Check (Theory Vs. Reality)
For the history buffs…
Daily Kickstart (The Day The Earth Stood Still)
The Ringling Bros. may have pulled up the stakes for good, but the circus is in town today in Washington, complete with all of the usual attractions including an orange elephant, who at 12 noon will “trump”et to an awestruck crowd.
One Trader “Doesn’t Like What He Hears” From Fed Speakers
“But don’t they owe us a clear indication of what it would take to actually get March?”
“This Is Not Your Happy Place”
How can we attribute a plunge in the dollar to a dovish reading of the Dec. FOMC minutes?…
What Could Go Wrong?
If history is any guide, a lot…
Greenback Plunges After Fed Minutes
On the heels of the Dec. Fed minutes (which hinted at a fairly gradual pace
A “Stimulating” Pocket Guide To Central Bank Largesse
On Friday in “The Ghosts Of Central Banks Past And Future,” I outlined the history
The Ghosts Of Central Banks Past And Future
Well, it’s just about over. The greatest (or worst, depending on how you’re inclined to
“Deja-Vu All Over Again”: Why 2017 Looks A Lot Like 2016
“Twas the Friday before Christmas and all through the house, …” Wait. To hell with
Daily Kickstart With Deutsche Bank
Well the dollar took a break on its march higher versus the yen on Monday,
Breaking Down Policy Shift By Country
One of the themes at the forefront of everyone’s mind (well, at the forefront but
A Look Back At 8 Years Of QE
Well, we’re coming to the end of an era. The median Fed dots now presage
The Dollar Has Become A “High Yielder”
We all know the USD has been on fire of late, thanks in no small
A Look Back At The Day That Was
For those who might have missed any of Thursday’s action or for anyone who just
Presenting Deutsche Bank’s “Visual Guide To The Fed”
No one ever accused the Fed of producing compelling reading material. For a group of
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