Probably more than you wanted to know, but hey: “more cowbell”, right?
Category: fomc
‘Plain English’.
Do you speak it?!
Fed Hikes: New Dot Plot, Projections, Red Line, Analysis
And without further ado…
Trader Warns: ‘This Fed Is Not On Your Side’
“The Federal Reserve will hike at least every other meeting until something breaks. Full stop.”
What Wall Street Expects From The Fed
Calibrate your expectations accordingly.
Give Peace (And Quiet) A Chance
Holding pattern as market awaits the Fed.
Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting
The main event cometh.
‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?
Maybe nothing. Consider it unresolved.
Albert Edwards Returns From Yosemite, Disagrees With Other Notable Bear When It Comes To Forest Fires
“I am just back from a two-week trip to Lake Tahoe and Yosemite/Sequoia Parks”…
Urjit Patel And The Dollar Liquidity Shortage Debate
The “double whammy” problem.
Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers
The bar is high. Or is it?
Shaking The Tree: The Fed, ‘Overripe Fruit’ And A Half-Full Snifter
If you’re a snifter is half-full (of Hennessy) type…
‘This Screams Fed Tightening & Late Cycle’
One bank has a message for you…
Fed Minutes: FOMC Says Inflation Overshoot ‘Could Be Helpful’
I guess it depends on your definition of “helpful”.
David Stockman Is Not Particularly Amused With Your Inflation Targeting
“Is there any evidence that the microscopic variance between 1.9% and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”
‘Encouraging Things’.
Things no one knows about.
Fed Statement: Highlights, Red Line (They’re Going With ‘Close To’)
FED KEEPS RATES UNCHANGED, SAYS INFLATION `MOVED CLOSE’ TO 2%
Here’s A Quick Guide To The May Fed Statement (Because I Know You Care)
What’s the frequency Jay?
Trader: Powell Has A Plan. There’s Just One Problem…
“Powell has got a plan, and his sticking to it so vehemently will ultimately be a mistake. “
Follow The (Convexity) Flows: Restriking Of The Fed Put Revisited
“In that environment, convexity withdrawal creates a reinforcing loop where more turbulence in risk assets tends to cause stability in fixed income.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Why Goldman Thinks The Fed Isn’t Even Halfway There
“And there is still little evidence that the committee is close to the halfway mark from this perspective.”
Why This Is ‘A More Painful Rate Shock’
Listen, you people are concerned about 10Y yields, and that’s fine. After all, we blew threw the February highs this week on the way to the “dreaded” 3% “pain threshold” and while there were no swarms of locusts and no Pazuzu sightings (that I’m aware of), there are still concerns that the higher we go, the closer we get to a situation characterized by “diversification desperation” or, more simply, a scenario where bonds and stocks selloff in tandem.
Behold: An ‘Incubator For Vicious Steepeners’
Something tells us this is an underappreciated tail risk, indeed.
‘Keep The Change, You Filthy Animal’
“Get ready.”
Fed Minutes: ‘Trade War Is A Downside Risk’
STRONG MAJORITY OF FED OFFICIALS SAW TRADE WAR AS DOWNSIDE RISK
FED SEES `SIGNIFICANT’ FISCAL-POLICY GROWTH BOOST NEXT FEW YRS
A NUMBER FED OFFICIALS SAW OUTLOOK WARRANTING STEEPER RATE PATH
War And (No) Peace: Full Week Ahead Preview
Say your prayers.
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