“Our forecast appears to be validated.”
Category: fomc
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.'”
Revisiting The Subverted Perspective: Normalization Parallax
“…the reality which they experience is never fully complete, not because a large part of it eludes them, but because the entire configuration contains a ‘blind spot’.”
Ok, Sure! I’ll Take A Look At That Fed MBS Runoff Vs. S&P Returns Note…
Let’s do some math-ing.
Of Dollars And Yuan.
What kind of dollar weakness are you, anyway?
Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint
“If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence”?
Why One Trader Became A Fed-Watcher
“Predicting Powell’s moves in the upcoming quarters will mean more than trying to come up with a fair value for financial assets.”
December Minutes Betray A ‘Patient’ Fed That May Hold Off On More Hikes
Patience is a virtue.
Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview
The new week is coming.
Jay Powell Figures It Out, Reiterates Flexible Policy, Draws 2016 Yellen Parallel, Says Trump Can’t Make Him Resign
That’s better, Jay. A lot better.
Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call
Something’s got to give in 2019.
Premature ‘Fed Put’ Obituaries And The Laughable Perils Of Q1 2019
Are reports of the Fed put’s demise greatly exaggerated?
‘We Think The Die Has Been Cast’: Why One Bank Just Cut Their 2019 S&P Target
“… by then what will the capital markets look like?”
There Was One Analyst Who Told You S&P 2,400 Might Be Coming…
“…it’s consistent with the strike of the Fed put around 2400.”
The Fed ‘Substantially Increased The Chances Of A Major Crash’ In The Next 24 Months, One Bank Exclaims
Was this “the Fed’s new ‘subprime is contained’
moment”?
CNBC Gives Fed A Mulligan As John Williams Explains What Powell Actually Meant
A little less “plain English” and a little more of this.
‘Plain English’ People, Do You Speak It?!
Pulp Fiction, anyone?
Fed Hikes, Defying Markets, Trump As Dot Plot Shifts, 2019 Growth Projected Lower
Jerome Powell did not “feel the market.”
Threading The Needle Between A Rock And A Hard Place
Nobody wants to be Jerome Powell right now.
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