“The economy at the moment is in a superposition of two states.”
Category: fomc
Jim Bullard Explains Why The Fed Should Have Cut Rates On Wednesday
This could double as a job application in case Trump is hiring for Fed chair.
Goldman Throws In The Towel, Says Fed Cuts Coming In July, September
It was a long time coming.
It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair
If the Fed doesn’t cut rates in July, Powell is out as chair.
‘It’s Just A Matter Of When’: What Wall Street Thinks Of The June FOMC
The only question for markets is “By how much?”
Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers
“Further reaffirmation”.
Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019
“Increased uncertainty.”
‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take
“Without a doubt, a June cut is trending higher, but not my base case”.
‘We’ll See What He Does’: Trump Threatens Jerome Powell Ahead Of Fed Decision
“It would destroy the independence of the Fed”.
It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell
If you had any lingering doubts…
What Do Draghi’s Sintra Comments Mean For The Fed? Nomura’s Charlie McElligott Weighs In
“The Fed HAS TO be conscientious.”
Why The Fed May Not Be Able To Cut Rates, According To Goldman
“President Trump and his allies”…
Stanley Fischer: If Trump Wins In 2020, Powell Is Out And The Fed Won’t Be Fully Independent
“So if there will be a recession he’ll say ‘I told you so’ and if not he’s stay quiet.”
‘Patient’ Is So Passé: Full June FOMC Preview
The ultimate irony is that just six months ago…
The Fed’s New Job: Financing Rationality Deficits
Contesting exaptation.
‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook
“We are once again forced to chop our forecasts”.
‘The Main Story Here’
“On Friday, I was convinced that we were all going to be trading MXN vol for some time. Wrong.”
Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’
“The risk is that this inability for the Fed to keep pace with market pricing could create a de facto ‘hike’.”
‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’
“Figuring out his pain threshold is a challenge.”
Two Major Banks See Fed Rate Cuts By September – If Not Sooner
It’s getting serious now.
Fed Minutes Underscore ‘Transitory’ Narrative, ‘Patient’ Approach
“…even if global economic and financial conditions continued to improve.”
Why Fed Cuts Now Would ‘Only Make Things Worse’
Just after 8:30 AM on Tuesday, Donald Trump sent his eleventh tweet of the day….
Trader: ‘A Little Part Of Me Wonders If Jay Powell Was Smarter Before He Started Listening To Everyone’
What was Jay Powell’s real mistake?
Vice Chair Clarida Isn’t Sure You’re Getting The Message
Any perceived recalcitrance will be met with jeers.
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