“Just when you thought the Fed could not possibly deliver another dovish surprise”…
Category: fomc
Fed’s Dovish Surprise Sure To Elicit Feigned Incredulity From Peanut Gallery
Commence the tomato throwing!
Fed Announces QT Taper, Signals No Rate Hike In 2019
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’
What happens in the lead-up to “first cuts”?
When Good News Is Just Good News
A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.
‘Mystical Assertions’ And ‘Many Pretty Pictures’: Is The QT Fascination Misguided?
“Investors’ views on balance sheet policy are all over the place.”
Center Stage: Full Week Ahead Preview
No pressure.
Everything You Need To Know About The March Fed Meeting
The main event…
‘The Impact Of The Fed’s Reversal Has Been Tremendous’: BlackRock’s Rieder Talks Shop With Goldman
What else can be said about the Fed’s “epochal”/ “epic”/ “dramatic” dovish pivot ?
Fed Balance Sheet Runoff: A ‘Roadmap’ To The End Of The Road
Here’s how this will work – maybe.
‘Political Things?’ S&P Rises 100% Of The Time In Presidential ‘Third Years’
“I know that’s not supposed to be the way it is”…
What Wall Street Thinks Of The January Fed Minutes
And so, an announcement in March is the base case.
Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
‘A Negative Outcome On Any Of These Fronts Likely Spells The End Of Hikes’: Another Bank Slashes Fed Outlook
The risks are myriad – the dangers clear and present.
Why One Bank Is ‘Putting The Fed On Hold’
“…we are eliminating the two hikes we had penciled in this year.”
Morgan’s Mike Wilson Explains The ‘Simple’ Reason The Fed Can’t Save Stocks
“…we suspect that neither is a bullish signal for equities.”
Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US
“Investors should contemplate a brave new world”…
Trump Had Dinner With Jerome Powell, Clarida At The White House On Monday (They Had Steak)
Powell and Clarida must have been really disappointed they weren’t greeted with Filet-O-Fishes and pizza
What Stocks Usually Do When The Fed Is Done Hiking (And Why History Is Not A Good Guide)
Being Jerome Powell is a pretty thankless job.Â
Have Questions On ‘QT’? Goldman’s Got Answers
The genie is out of the bottle.
Into The Shadows: How Many Rate Hikes Is QT Worth?
“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”
Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’
“I am going back into a foxhole.”
‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed
“It is difficult to read the outcome of the January FOMC meeting as anything other than the Fed capitulating to recent market volatility.”
Seeking Redemption, Jerome Powell Blindsides Skeptics
Is this what you wanted?
Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day
“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”
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