No rest for the weary.
Category: jerome powell
‘Enjoy!’ The Powell Put, Rates Vol. And Other Thoughts On Another Horrific Friday
“Come and play with us, Danny.”
Here’s Some Color On Goldman’s March Fed Pause Call Because Some Folks Think This Is A Big Deal
Throwing in the towel – sort of.
‘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.”
Let’s Count All The Ways Steve Mnuchin’s Secret Fed Policy Straw Poll With Bond Dealers Is Absurd
“Ok you guys, show of hands”…
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?
When Doves Cry: Previewing A Critical Week For The Fed Pause Story
This is a big week.
And Behold: The Fed Blinks
“Why the terrible year for financial markets? It’s easy – the Fed.”
Jerome Powell: ‘All Meetings Are Live’ And You’ll ‘Get Used To It’
“There’s no question about it.”
Fed Sticks To Script, No Nod To ‘Red October’ In November Statement
See you in December.
Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check
“I strongly suggest voting Democrat.”
Where Is The ‘Fed Put’? One Bank Answers The Big Question
We haven’t reached the pain threshold.
As Trump ‘Regrets’ Jerome Powell, Here Are The 4 Possible Outcomes For Fed Policy
Of ironies and paradoxes.
Re-Emancipation Proclamation And The Re-Restriking Of The Fed Put
The re-emancipation of markets is generally seen as desirable, but at what cost (figuratively and literally)?
An Alive Alan Greenspan To Jerome Powell: ‘Earmuff’ Trump
“Max, can you earmuff it for me?”
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
“There’s no law against that, but I don’t think it’s wise.”
Trump ‘Won’t Fire’ Jerome Powell, But He Does Know A Guy Who Would Make A Great Fed Chair…
If you want something done right…
Trump: ‘The Fed Has Gone Crazy, Loco’
“I don’t know what their problem is”.
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