The problem with ‘healthy debateÂ’ is that so many people back themselves into a corner and take any contrary opinion as a personal attack on their very identity as a human being.”
Category: yellen
Bloodbath: “Nightmarish Picture” For Iron Ore Triggers Metals Mayhem
“Iron ore demand is waning, which, against backdrop of near-record/record inventories and aggressive Chinese and seaborne supply, paints a nightmarish picture”…
Fed Statement Redline, Word Cloud
Take it to your local palm reader.
Bill Gross Has Some “Brainteasers” For You And Eventually He’ll Say Something About Markets
“Equity markets are priced for too much hope, high yield bond markets for too much growth, and all asset prices elevated to artificial levels that only a model driven, historically biased investor would believe could lead to returns resembling the past six years, or the decades predating Lehman.”
Janet Yellen Tries Twitter Q&A, Twitter Says “WTF?”
Well, markets look to have made it through Janet Yellen’s “ask-a-Fed-chair” session without incident. Which is good for asset prices, but seems to have frustrated some netizens.
#Thiswasabadidea: Amid All Kinds Of War, Janet Yellen Takes To Twitter To Calm Nervous Markets
Oh what a difference three days and one Dudley makes. See, you (and a whole
Bank Of America Answers Your Questions About The Fed’s Balance Sheet
I am continually amused at the extent which a question comes up – let’s say
Goldman Likes Its Fed Minutes “Mildly Hawkish,” Probability Of June Hike Still 60%
“Overall, the mildly hawkish minutes increase our confidence that balance sheet normalization will be announced this year and are also marginally supportive of a June hike.”
This Is “Highly Uncertain”: Deutsche Bank Weighs In On Tantrum Risk
Earlier today, we brought you the latest from Bloomberg’s Richard Breslow, who warned that the
What Is The Fed Thinking? One Bank Answers
Q: Is the Fed more hawkish than the market assumes? A: Yes.
Buy-The-Dip In Danger From “Politicians Who Want To Change The Liberal Order”
“Just as the Federal Reserve is finally taking the plunge, and as a new wave of politicians in the US and Europe look bent on redefining anything from haircuts and dress codes to the pillars of the Western liberal order, any talk of ‘mean reversion’ seems a bit out of sync.”
Trump Trade In Focus: All Eyes On Healthcare Bill As Yellen Lurks In Background
It’s do or die for the reflation narrative.
Sunday Humor? “One Good Reason To Hike Rates Is That It Makes It Easier To Cut Rates”
Boy, oh boy. We’ve really had to recalibrate the way we think about things in
JP Merlin Returns: Kolanovic Says Buy The Dip
Remember back on Tuesday night when Goldman decided 19 hours before the Fed hike was
A Good Bottle Of Scotch Would Be Nice: Making Sense Of Market Nonsense
Thank God for four months of sobriety because the old Heisenberg would have been at the bottom of a good bottle of scotch right now…
Trader: “Much More To Come” For Treasury Rally, Dollar Slump
“Everything about this meeting that could surprise dovishly, managed to do so. U.S. yields and the dollar have much further to fall as a result.”
A Good News Type Of Day
Well damned if this wasn’t a good news type of day. We’d wager the only people
Mission Accomplished? Fed “Prevents A Hawkish Misinterpretation”
With the Fed having pulled off what looks like a Goldilocks hike, crushing Treasury shorts
Here’s What Changed: Fed Statement Redline, Word Cloud
Federal Reserve increases federal funds target range to 0.75% to 1%. Fed: inflation close to
Treasury Bond Shorts Crushed As Yields Plunge
Told you so…
One Trader Ain’t Buyin’ The Whole Treasury Short Squeeze Thing
“A market of this size will require a change of perceptions to be bullied for more than a very short amount of time by some short- covering. If people begin to think 10-year Treasuries are going north of 3%, do you really think there aren’t enough longs to fill in the bids?”
A Fed Hike Will Send Treasury Yields Higher Right? Not So Fast
Good hike, bad hike. That’s the game we’re playing on Wednesday and really, it’s more of
Behind The Curve? “Pussy-Cat” Yellen Confronts “Largest Dovish Policy Deviation Since The 70s”
Some folks will be talking about the Fed today. In just a few hours we’ll
“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert
Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
Your Quick Guide To A Big Week
As you’re aware, this is a big week. The Fed takes center stage, but the
“This Will Be Like 1994”: Credit Investors Are Getting Worried About The Fed
Last week, investors began to question the extent to which exceptionally loose financial conditions and
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