Category: jerome powell
‘Through The Looking Glass’: Aleksandar Kocic And The Fed In Convexity Wonderland
“A new perspective on monetary policymaking in the post-crisis world.”
Here’s The Narrative – Now How Will November Payrolls Fit In?
Tell me a story. And then fit this data into it.
Thursday’s Big Story Wasn’t WSJ’s Fed ‘Scoop’ – It Was The Short-End Circuit Breaker
Let’s get to the real story from Thursday, ok?
Results May Variable.
More fading of the persistent hikes narrative…
Fed Minutes Tip Support For Modifying Hike Commitment, Presage Imminent IOER Tweak
Just in case traders needed a bit more to ponder…
Synthetic Short Gamma, More CTA Levels And ‘The Moment Everything Broke’
“The local pain-trade remains Equities higher.”
And So, Just After Lunch On November 28, The ‘Powell Put’ Was Born…
I suppose the history books will read as follows…
Dovish Jerome Powell Walks It Back And The Market Loves It
Is this what you were looking for?
Confusion Reigns As Goldman Swears Everybody Is Reading Fed Wrong
“…we appear to be morphing into that point of the cycle where you need an advanced degree in semiotics and textual analysis to ‘understand’ what the central bank is saying.”
Albert Edwards Preps ‘Forecaster Of the Decade Award’ And Other Fed Musings From SocGen
“…if the Fed indeed stops tightening after the December hike, Solomon will be spot on.”
Here’s What Goldman Says Would Happen To Markets If The Fed Delivered A 150bp Rate ‘Shock’
It all depends on your definition of “shock”, now doesn’t it?
And Behold: The Fed Blinks
“Why the terrible year for financial markets? It’s easy – the Fed.”