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Category: fomc
Fed Hints At T-Bill Taper In Second Quarter (And Other Highlights From The January Minutes)
All anyone cares about is the liquidity spigot.
Conspiracies Aren’t Conspiracies And ‘Fundamentals’ Are Malleable
Ben Bernanke is the worst co-conspirator in the world.
A Health Crisis, A Fed Chair, A New Bubble And One Largemouth Bass
“One might, perhaps, see the recent price-action of the Tesla as supportive of this idea.”
Revisiting The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020
It’s almost fatalistic.
The Coronavirus Infects Fed Communications
“The recent emergence of the coronavirus, however”…
Jeff Gundlach Probably About 90% Correct To Say Chances Of Fed Cut Are About 90%
“Now a 90% chance of a 2020 cut”.
Two Years In, Jay Powell Still Lacks Only Skill That Matters: Ability To Bullsh*t People
At least he knows what to say when asked if the Fed is in the bubble-blowing business.
Fed Commits To Repos Through April, Keeps Main Rate On Hold, Raises IOER
Quite a bit to digest, but perhaps not much to move markets other than at the very front-end.
Pandemic Fears Meet Fed, Impeachment, Tech Earnings With Stocks In Stratosphere
A little trepidation.
‘Just As Independent As The Fed’: Erdogan’s Son-In-Law Jokes About Trump’s Control Over Central Bank
This is yet another manifestation of Trump’s behavior normalizing autocratic regimes.
Trump Blames Fed, Storms, Boeing For Holding Back Economy, Dow. Says Musk ‘Does Good At Rockets’
The cadence was laughably childlike.
What’s Behind The Rally? It’s The Liquidity, Stupid.
“And I think we ought to be sensitive to that”.
Repo Apocalypse Was Averted. Now What?
“It is too early to break out the ‘mission accomplished’ banner”.
Powell In 2014: The Dot Plot Is A Lot Like Chernobyl
“Plain English”.
The Case For The Fed Cutting Rates Back To Zero
“…you cannot fight a recession with only one or two rate cuts”.
Fed Minutes Show Rates On Hold, Repo Discussion Front And Center
Policy is “appropriate”. Unless there’s a world war.
Out With The Dissenters! Fed Voter Rotation Removes Hawks
2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?
“Data dependent”, so to speak.
Stuart Sparks Details The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020
“Note that this is not a forecast of recession”…
Jerome Powell Quizzed On Repo Stress As Zoltan Note Makes Cameo In Press Conference
“You asked about year-end”.
Fed Stands Pat In First Unanimous Decision Since May; Dots Show Policy On Hold Through 2020
“…policy is appropriate”.
‘The Day The World Stops Spinning’: Zoltan Pozsar Calls For QE4
“If carry makes the world go ‘round, and reserves make carry possible the day we run out of reserves would be the day when the world would stop spinning”.
‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade
“Everything we know about financial markets”…
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