We haven’t reached the pain threshold.
Category: fomc
As Trump ‘Regrets’ Jerome Powell, Here Are The 4 Possible Outcomes For Fed Policy
Of ironies and paradoxes.
Re-Emancipation Proclamation And The Re-Restriking Of The Fed Put
The re-emancipation of markets is generally seen as desirable, but at what cost (figuratively and literally)?
An Alive Alan Greenspan To Jerome Powell: ‘Earmuff’ Trump
“Max, can you earmuff it for me?”
‘Biggest Threat’ To Trump Releases Minutes Of September Conspiracy Roundtable Event
“A few participants expected that policy would need to become modestly restrictive for a time.”
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
“There’s no law against that, but I don’t think it’s wise.”
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
Trump ‘Won’t Fire’ Jerome Powell, But He Does Know A Guy Who Would Make A Great Fed Chair…
If you want something done right…
Trump: ‘The Fed Has Gone Crazy, Loco’
“I don’t know what their problem is”.
30° Of Separation And Cheshire Cat’s Revenge
“We’re all mad here”.
‘It’s The Steepener, Stupid’, And Why A ‘Rogue’ Inflation Beat Is The Biggest Tail Risk
As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.
Marko Kolanovic: $1.5 Trillion In Market Value Was Lost This Year Following Powell Speeches
“…the equity market likely implies that the Fed is underestimating various risks.”
Tasseography And The Shrinking Playground.
Tea leaves, optimal control problems, and inner and outer limits…
Fed Hikes Rates, Removes ‘Accommodative’ From Statement: Full Coverage
And now, the main event.
Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’
“But in the same way that it is ‘always darkest before the dawn’ surely the opposite is also true.”
Trader Asks: Is The FOMC Drift Dead?
“Wait until the Fed finally stops tapping on the brake – this strategy’s alpha might not be completely dead.”
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
Is Janet Yellen Just Trolling Donald Trump Now?
“A lower-for-longer strategy is attractive for several reasons. “
‘Worry When The Curve Steepens’, Nomura’s McElligott Warns
“What do prior cycles show us about market anticipation of the ‘flip’ to ‘steepening’ after the Fed’s last cut?”
Trader Breaks Down ‘The Monster Eurodollar Option Trade’
“Will these most likely be dust? Sure. But that doesn’t mean they aren’t buys down here.”
Goldman Thinks This Is Pretty Simple: ‘More Growth, More Tariffs, More Fed Hikes’
This is the story and folks are sticking to it.
Where Did The Volatility Go And When Will It Be Back?
“We see a case for being long vol next year.”
Cheshire Cat’s Smile Redux: ‘Not Exactly A Party Cocktail’
And see, that’s where the problem comes in.
Pepe Silvia.
“There are many risks out there.”
Steve Mnuchin Isn’t Worried About The Yield Curve – ‘At All’
“It’s a market condition.”
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