Are “supersized” bill purchases in the offing?
Category: fomc
First ‘Ultra-Long’ Term Repo Covering Year-End Is Twice Oversubscribed (Cue Alarmists)
Here’s some nuance, for those interested.
Here’s The Problem With Judy Shelton’s Comments On Fed Independence (It’s Not What You Think)
“It’s in some ways healthier”…
Fed Policy ‘Well Calibrated’ After October Rate Cut, FOMC Minutes Show
Downside risks are still elevated, though.
‘Donnie, I Got Sent For’. Jerome Powell Had A Little Chat With Trump On Monday Morning
“You don’t wanna go? I’ll turn around.”
‘This Isn’t Whatever-It-Takes’: Analyst Who Called Funding Squeeze Not Blown Away By Fed’s Longer-Term Repos
“We’re prepared to continue to learn and adjust”.
Jerome Powell Takes A ‘First, Do No Harm’ Approach In Prepared Remarks To Congress
Careful! Don’t break anything.
Jay Powell’s ‘Good Place’ Monetary Policy Sets Up Election Year Clash With White House
“Others are running circles around them and laughing all the way to the bank”.
Wall Street’s Fed Postmortems Are All Over The Place
Suffice to say there are disagreements on what comes next.
‘Is This It?’ Jerome Powell Signals Fed On Hold Until Something (Else) Crazy Happens
“The current stance of monetary policy is likely to remain appropriate”.
Fed Takes Out More ‘Insurance’, Cuts Rates For Third Time, Drops ‘Act As Appropriate’ Language
“Act as appropriate” is gone.
Analyst Who Called The Repo Squeeze Warns On ‘Combustible Cocktail’ Into Year-End
“There could be a broader de-leveraging across financial markets”.
A ‘Hawkish Cut’ From A ‘Derelict’ Fed? What To Expect From The October FOMC
Will it be “three and out”?
Will Trump Give Up His Leverage Over Jerome Powell To Secure A Deal With Xi?
Sealing the deal with Xi may require giving up on rate cuts in an election year.
Trump: Fed Must Lower ‘The Rate’ Or Be Judged ‘Derelict In Its Duties’
“Ideally, they’ll stimulate”.
Steve Mnuchin Has Exactly 9 Days To Tell Elizabeth Warren What Caused Repo Market Chaos
Spoiler alert: Easing regulations is not an acceptable answer when it comes to fixes.
Deutsche’s Kocic On 2020 Election: ‘Diametrically Opposite Views’ Will ‘Revive Uncertainty’ Around Long-Term Fed Policy
“Not only are the non-centrists shaping the narratives, but their proponents are the main contestants”.
Vice Chair Clarida Delivers Friday Snoozer As Fed Looks To Coast Into October Rate Cut
Don’t tell Esther George, though.
$400 Billion By Next Summer: Analysts React To ‘QE-Lite’ (Which Isn’t QE)
But a “technical” matter…
‘QE Lite’ Is Here! And It Starts Next Week…
They’re going “big” right out of the gate.
Divided Fed Was Divided, September FOMC Minutes Show
Tasseography time.
‘Hall Of Mirrors’ Effect Strikes Again, As Bank Cites ‘Circularity Argument’ In New Fed Forecast
The tail is wagging the dog.
It’s Not QE, Ok?! Powell Pre-Announces QE-Lite, Hopes You’re Smart Enough To Understand It
“The time is now upon us”.
How The President’s Trade Tweets Made Fed Cuts A Self-Fulfilling Prophecy
Wielding the tariff gun on one’s own central bank.
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