“…declarations that ‘this time is different’ should be a warning that history might be about to repeat itself.”
Category: jerome powell
‘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”.
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.”
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.”
Cheshire Cat’s Smile: ‘What Is The Fed Worried About?’
“It appears ‘indestructible’, but not in a conventional way, more like a survivor of one’s own death.”
Here’s What Wall Street Thinks About The Fed’s ‘Hawkish’ Hike
Probably more than you wanted to know, but hey: “more cowbell”, right?
‘Plain English’.
Do you speak it?!
Fed Hikes: New Dot Plot, Projections, Red Line, Analysis
And without further ado…
Give Peace (And Quiet) A Chance
Holding pattern as market awaits the Fed.
Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting
The main event cometh.
Urjit Patel And The Dollar Liquidity Shortage Debate
The “double whammy” problem.
Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers
The bar is high. Or is it?
Fed Minutes: FOMC Says Inflation Overshoot ‘Could Be Helpful’
I guess it depends on your definition of “helpful”.
Transparency, Trust And The ‘Fed In Wonderland’
“Oh dear! Oh dear! I shall be too late!”
Fed Statement: Highlights, Red Line (They’re Going With ‘Close To’)
FED KEEPS RATES UNCHANGED, SAYS INFLATION `MOVED CLOSE’ TO 2%
Here’s A Quick Guide To The May Fed Statement (Because I Know You Care)
What’s the frequency Jay?
Trader: Powell Has A Plan. There’s Just One Problem…
“Powell has got a plan, and his sticking to it so vehemently will ultimately be a mistake. “
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Why Goldman Thinks The Fed Isn’t Even Halfway There
“And there is still little evidence that the committee is close to the halfway mark from this perspective.”
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.”
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.”
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.
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