“It didn’t take much courage to stress the long-term-soundness of money when financial conditions were easing.”
Category: fomc
Trump Says ‘World Is Blowing Up Around Us’ Tells Fed To ‘Take The Victory!’
What in God’s name is this fresh craziness?
Fed Up: Full Week Ahead Preview
No rest for the weary.
Fata Morgana: Financial Parallax And Recession As Subverted Perspective
Self-feeding loops and circular dynamics.
Here’s Some Color On Goldman’s March Fed Pause Call Because Some Folks Think This Is A Big Deal
Throwing in the towel – sort of.
‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland
“A new perspective on monetary policymaking in the post-crisis world.”
Here’s The Narrative – Now How Will November Payrolls Fit In?
Tell me a story. And then fit this data into it.
Trader: The Fed Finally Broke Something
“Bond traders are smarter. They just are.”
Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker
Let’s get to the real story from Thursday, ok?
Results May Variable.
More fading of the persistent hikes narrative…
Fed Minutes Tip Support For Modifying Hike Commitment, Presage Imminent IOER Tweak
Just in case traders needed a bit more to ponder…
And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…
I suppose the history books will read as follows…
Dovish Jerome Powell Walks It Back And The Market Loves It
Is this what you were looking for?
Confusion Reigns As Goldman Swears Everybody Is Reading Fed Wrong
“…we appear to be morphing into that point of the cycle where you need an advanced degree in semiotics and textual analysis to ‘understand’ what the central bank is saying.”
Let’s Count All The Ways Steve Mnuchin’s Secret Fed Policy Straw Poll With Bond Dealers Is Absurd
“Ok you guys, show of hands”…
Trump’s Infallible ‘Gut’ Is ‘Not Even A Little Bit Happy’ With ‘Jay’ Powell, Ok?!
“…the Fed is way off-base.”
Albert Edwards Preps ‘Forecaster Of the Decade Award’ And Other Fed Musings From SocGen
“…if the Fed indeed stops tightening after the December hike, Solomon will be spot on.”
From Black Monday To The Dot-Com Bust To The GFC: A Visual History Of The S&P After Rate Cuts
“Was there ever a time when the Fed cut rates and stocks screamed higher immediately? Nah.”
Here’s What Goldman Says Would Happen To Markets If The Fed Delivered A 150bp Rate ‘Shock’
It all depends on your definition of “shock”, now doesn’t it?
When Doves Cry: Previewing A Critical Week For The Fed Pause Story
This is a big week.
And Behold: The Fed Blinks
“Why the terrible year for financial markets? It’s easy – the Fed.”
Trader Demands You Show Same Amount Of Respect For QT Days As You Do Great White Sharks
“…this is how I view Quantitative Tightening days. Traders, investors and portfolio managers should respect these periods.”
Rates Volatility And The Indoor Trampoline
Amid the storm, there’s one place where volatility isn’t showing up…
Wishing On A Dovish Star
We’re really reaching now.
Jerome Powell: ‘All Meetings Are Live’ And You’ll ‘Get Used To It’
“There’s no question about it.”
Fed Sticks To Script, No Nod To ‘Red October’ In November Statement
See you in December.
Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview
The midterms. The sanctions. The trade war. Winter is coming.
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