Boy, I’ll tell you what, if you’re a central banker and you’re going to say
Category: fomc
Is A “Stubbornly Hawkish” Fed Trying To Fucking Kill Us, Or What?
“Yet, unfazed by the roll-over in activity and inflation and lower growth expectations, the Fed and the PBOC are sticking to a stubbornly hawkish path. Tighter money at a time of weaker activity poses deflationary risks and a spill-over into the real economy.”
The Third Mandate Is Official – And “It’s Stunning” That You Don’t See It
“This morning, at a speech at the BIS Annual General Meeting, Bill Dudley came right out and stated unequivocally that the Federal Reserve was targeting financial conditions.”
When Doves Cry: Kocherlakota Is Worried That The Fed Has Abandoned You
Allison Nathan: Narayana, if inflation fails to accelerate from here, is there anything that would convince you that the Fed should get more hawkish?
Narayana Kocherlakota: No.
Guest Post: The Reverse Tepper Moment
“In the current environment, we have the opposite situation. Either the economy rolls over (which should be bad for stocks), or it bounces, at which point the Federal Reserve continues on its tightening path (which could also be bad for stocks).”
Dollar Is Happy, Pound Is Sad, And There’s Some Yuan Shenanigans Afoot
It’s about Dudley for the dollar which rose to a three-week high versus the yen
One Analyst Is “Increasingly Grouchy” About The Whole “Hawkish Hike” Thing
“Any day now, I’ll start denying that it was actually a hike at all.”
A 12-Chart Visual Tour Of The June Fed Statement
Here we are, one day after the Fed and people are still trying to decide
The Day After: Yellen’s Big Mistake
So here we are, the day after a Fed hike that was supposed to (and
Traders, Analysts “A Bit Surprised” Yellen Wasn’t More Dovish
“This has apparently come as a bit of a surprise to a market that had greeted this morning’s CPI report as potentially a ‘game changer.â€
Fed Hikes Rates: Redline And Full Highlights
FED MAINTAINS BALANCE SHEET REINVESTMENT, LAYS OUT UNWIND PLAN
FED RAISES TARGET RANGE FOR FEDERAL FUNDS RATE TO 1%-1.25%
FED SAYS IT EXPECTS TO START SHRINKING BALANCE SHEET THIS YEAR
FED SAYS IT’S `MONITORING INFLATION DEVELOPMENTS CLOSELY’
FED RAISES RATES, MAINTAINS FORECAST FOR ONE MORE HIKE IN 2017
The Big Question: Will China Hike Tonight Following The Fed?
“This time may be different”…
When To Go “Bear Hunting” In Bonds
“I’ll be focusing on that 2H pricing for clues as to when the odds are good to step in front of the raging bond bull — and when it’s a good time to go bear hunting.”
Gold Surges After Dismal Data; Do You Like Your Rate Hikes Dovish?
They better figure out how to make this hike extra dovish.
Trader: You’re Going To Regret Putting A Gun To Janet Yellen’s Head
“The economy may be doing fine and asset prices are roaring. As this column has discussed previously, inflation targeting is perhaps outdated monetary policy — but as long as that is still officially the goal, tightening tonight will soon be perceived as a potential mistake.”
Before The Fed: China?! “An Illegal Siege” On Qatar! Crude Carnage. Oh, My.
Yeah, so this afternoon the Fed will almost surely hike and folks will be looking
Goldman Spent A Long Time On This Awesome Fed Preview, So The Least You Can Do Is Read It
Ok, so the Fed is going to hike tomorrow. And the best part about it
“I’m The One Who Got Us Into This Mess,” A Brent Death Cross, And “The Day Before Tomorrow”
Today is all about tomorrow…
“Oil Is The Fed’s Canary”: Is The Fed “Sleepwalking Into A Policy Mistake”?
“…never have forward expectations been so dovish (Chart 4), inflation break-evens been so beaten down, and data surprises been so negative ahead of a Fed hike in this cycle.”
Full Week Ahead Preview: Fed In Focus
Hopefully, the weekend gave you a chance to catch your breath after “Super Thursday.”
Goldman Presents: “FOMC Alpha” Or, How To Trade The Fed
“What is perhaps less well known is that a sizable portion of average yearly asset returns is generated on these days.”
“Goldilocks And The 3 Hikes”
“However, just like in the fairy tale, this perfect scenario is unlikely to last.”
China’s “No Bears Allowed” FX Policy Still In Spotlight Overnight
Ok, so the overnight fireworks were largely confined to early Asian trading. As noted last
Strategist: Go To The Party But For God’s Sake, “Know Where The Nearest Exit Is”
“There’s certainly no guarantee that the party stops any time soon. Maybe I am just a grumpy macro man, but even when attending the party, I am going to make sure I know where the nearest exits are located.”
Fed Minutes: “Soon” Or “Soon”-ish
“Most participants judged that if economic information came in about in line with their expectations, it would soon be appropriate for the Committee to take another step in removing some policy accommodation. A number of participants pointed out that clarification of prospective fiscal and other policy changes would remove one source of uncertainty for the economic outlook.”
Trader: You’re Thinking About The Fed All Wrong
“But a subsequently flatter yield curve shouldn’t be read as signifying a policy misstep.”
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