David Stockman: It’s A Matter Of Time Before Trump Attacks The Fed

“Indeed, the Donald’s impending attack on the purported sacred ‘independence’ of the Fed is the Orange Swan that looms over the casino.”

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A Unified Theory Of Everything: From The Fed, To Volatility, To LIBOR To BTFD

Got all of that? 

Fed Minutes: ‘Trade War Is A Downside Risk’

STRONG MAJORITY OF FED OFFICIALS SAW TRADE WAR AS DOWNSIDE RISK

FED SEES `SIGNIFICANT’ FISCAL-POLICY GROWTH BOOST NEXT FEW YRS

A NUMBER FED OFFICIALS SAW OUTLOOK WARRANTING STEEPER RATE PATH

War And (No) Peace: Full Week Ahead Preview

Say your prayers.

Stocks And The ‘Restriking Of The Fed Put’

“In our view, Fed put is currently moving deeper out of the money. This is effectively a withdrawal of convexity and risk assets are reacting with what at the moment appears as a reinforcing loop.”

$100 Billion Dollars!

FFS.

Here’s What Wall Street Thinks About The Fed And Jerome Powell’s Debut

Well, the reviews are in on the Fed decision, the SEP, the dots and on Jerome Powell’s “plain speak” presser debut.

Breaker One-Niner

The market’s verdict was as follows.

Powell Don’t Talk Much Like Yellen – Jury Still Out On Whether That’s Good Or Bad

I’m sorry, but I’m not sure doublespeak and bluntness are going to be compatible forever.

Fed Signals 2 More Hikes In 2018: Dot Plot, Projections, Statement, Analysis

FED RAISES RATES QUARTER POINT, SIGNALS TWO MORE HIKES IN 2018
FED ESTIMATES SHOW STEEPER PATH FOR RATE INCREASES IN 2019-20
FED SAYS `ECONOMIC OUTLOOK HAS STRENGTHENED IN RECENT MONTHS’
FED REPEATS NEAR-TERM RISKS `APPEAR ROUGHLY BALANCED’

Toxic Brew: Full Week Ahead Preview

This should be all kinds of amusing.

Have Genius, Will Travel.

Well needless to say, this was not a particularly inspiring week.

Jerome Powell Is Taking A Learning-By-Doing Approach To Becoming An Expert Bullshitter

Goldman Asks The Big Question: Is This The End Of The Low Vol. Regime?

The narrative in 2017 revolved around two things…

David Stockman To CNBC: ‘That Was Just Janet Yellen In Trousers And A Tie’

“The Donald seems to think that the 37% gain in the stock market between election day and the January 26th high was all about him, and in one sense that’s true. Donald Trump is all about delusional and so are the casino punters.”