“Word around the macro universe”…
Category: fomc
Nomura’s McElligott Rolls Eyes At Powell’s ‘Transitory’ Inflation Message, Says Bar For Cut ‘Infinitely’ Lower Than Bar For Hike
“I remain completely convinced that the bar to CUT is infinitely lower than the bar to HIKE.
Goldman: The Odds Of A Rate Cut Were Already Low, Now They’re Lower
Powell quickly reversed [the] initial impression.
‘Plain English’ Goes Awry – Again
However, things took an abrupt turn during the press conference…
Fed Attempts ‘Dovish Hold’, Emphasizes Muted Inflation, Lowers IOER
Now, let’s go to Twitter to see what the president thinks.
Here’s What Nomura’s Charlie McElligott Is Watching For From The Fed
Here’s a quick primer on the key debates and discussions.
Trump: ‘Lowering Of Rates’ By ‘Like One Point’ Will Make Us Go ‘Up Like Rocket’, Weeee!
Trump has (again) transcended satire.
Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate
“For what it’s worth”…
Not ‘Cutting’ It: Full Week Ahead Preview
Powell back on the hot seat.
BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’
This time really is different, apparently.
Trump Says Fed Should Drive Dow To 36,000, Says QE Should Have Never Been Stopped
“If the Fed had done its job properly, which it has not”…
Mario Draghi Says He’s Concerned About Fed Independence Amid Trump Attacks
“…the whole credibility of monetary policy hinges on that.”
Stephen Moore – Who Can’t Handle Erin Burnett – Incurs Terrible Wrath Of Elizabeth Warren
“For one, you have repeatedly made substantive, inaccurate claims about important aspects of the economy”…
‘Growth-Phobiacs’ And Rates That Will ‘Never Rise Again’
Let’s just call this what it is.
Nomura’s Charlie McElligott Brings Some ‘Real Heat’, Talks Fed’s ‘New Playbook’, Another ‘Reflation Run’
“But for the real ‘HEAT’ of today’s note”…
Fed Minutes: Most Say Outlook, Risks Warrant Leaving Rates Unchanged For The Remainder Of 2019
And other musings from March’s dovish surprise…
Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE
“… you would see a rocket ship.”
Win, Lose Or ‘Pause’: Waterboarding History
“If history hasn’t ‘talked’ by now”…
As Bonds Find ‘Best Friends’, Stocks Grapple With Inversion Freakout
…famine, pestilence and, naturally, locust plagues.Â
Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed
But hey, look at the bright side…
Of Hamster Wheels, Zombies And Spiraling Bubbles!
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
Behold: Here Is Charlie McElligott’s Fed ‘Rant’
“Allow me to get this off my chest immediately”
‘Tightening Is So Last Year’: What Wall Street Thinks Of (Another) Dovish Surprise From The Fed
“Just when you thought the Fed could not possibly deliver another dovish surprise”…
Fed’s Dovish Surprise Sure To Elicit Feigned Incredulity From Peanut Gallery
Commence the tomato throwing!
Fed Announces QT Taper, Signals No Rate Hike In 2019
The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.
Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’
What happens in the lead-up to “first cuts”?
When Good News Is Just Good News
A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.
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