Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns
“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
Category: jerome powell
Fed Pleased With ‘Strong’ U.S. Economy, Repeats Call For ‘Gradual Rate Increases’
But what does Fed Chair Donald Trump think?
Distribute
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
Distribute
BoE BOJ central banks dollar fed fomc Haruhiko Kuroda japan jerome powell jobs mark carney Markets NFP pound unemployment yen
Blockbuster: Full Week Ahead Preview
What summer lull?
Distribute
‘They Offset The Tariffs Before They Even Happened’: How To Lose A Trade War Before It Even Starts
Expect more dollar tweets.
Distribute
‘I Fully Support Jerome Powell’: At G-20, Steve Mnuchin Swears Trump Respects Fed Independence
Steve Mnuchin is in a tough spot.
Distribute
‘I’m Not Saying It’s A Weapon’: Steve Mnuchin Warns China On Currency Manipulation As Yuan Craters
“Unfair advantages”.
Distribute
Where The Wild Things Are: Revisiting The Forgotten Horizon In The Volatility- Leverage Space
“And now,” cried Max, “let the wild rumpus start!” …
Distribute
‘Im Not Thrilled’: Trump Goes There, Says He’s ‘Not Happy’ With Jerome Powell’s Rate Hikes
“I’m letting them do what they feel is best.”
Distribute
Jerome Powell Tells Lawmakers He Wants The Fed To ‘Stay In Its Lane’ When Asked About Tariffs
“I have to start by saying”…
Distribute
If It Pleases The Court, Jerome Powell Would Rather Congress Didn’t Ask Him About The Trade War
Highlights from the Fed Chair’s testimony on Capitol Hill.
Distribute
Kashkari Warns On Yield Curve: “‘This Time Is Different’ Are The 4 Most Dangerous Words In Economics”
“…declarations that ‘this time is different’ should be a warning that history might be about to repeat itself.”
Distribute
‘That Sounds Like A Punt’: Marketplace Host Presses Jerome Powell For Answers On Trade War
“I’m going to poke you in the eye a little bit”.
Distribute
Why The Fed Will Be Forced To Halt QT Early And Expand The Balance Sheet In 2020, According To Morgan Stanley
“An inverted yield curve by mid-2019.”
Distribute
Fed Minutes Cite ‘Intensified’ Trade Risks, ‘Very Strong’ U.S. Economy
“With regard to the medium-term outlook for monetary policy, participants generally judged that, with the economy already very strong and inflation expected to run at 2 percent on a sustained basis over the medium term, it would likely be appropriate to continue gradually raising the target range for the federal funds rate to a setting that was at or somewhat above their estimates of its longer-run level by 2019 or 2020.”