“Investors’ views on balance sheet policy are all over the place.”
Category: fomc
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”
One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’
“Our forecast appears to be validated.”
Once A Caver, Always A Caver?
“Funny how things change when Powell is staring down the barrel of a stock market decline that seemed to be spiraling out of control.”
Everything But The Kitchen Sink: Full Week Ahead Preview
To say the week ahead features a full docket would be to grossly understate the case.
As WSJ Tips ‘Earlier-Than-Expected’ End To QT, One Bank Assesses Impact On VIX, Rates Vol.
It’s time for another Timiraos “story”.
Elizabeth Warren Sends Letter To Jerome Powell, Asks If Fed Is Flying Blind In Shutdown
“… the shutdown is ‘no longer just a political sideshow, it’s a real recession risk.'”
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