A Merry Revision For The Fed
The BEA on Thursday provided the Fed with more evidence to justify this month’s dovish
Search Results for: dudley
Was Powell’s Pivot Really Misguided? (Maybe Not)
Three months ago, Jerome Powell chafed at the suggestion the Fed wasn’t aiming to achieve
Morgan Stanley’s ‘Buy Any Dip in Bonds’ Call
Two weeks after taking Bill Dudley to task on his suggestion that the worst isn’t
The Flows Backdrop For The Great Bond Debate
On Tuesday morning, I walked through the “debate” between Bill Dudley and Morgan Stanley’s US
FOMO > FOMC: Is The Pain Trade Still Higher?
Is the pain trade still higher? That’ll be a key question going forward for ebullient
Knock On Wood
The earliest price action of 2023 in US equities found two growth heavyweights under pressure,
The Fed Keeps Proving Critics Right
I try to give technocratic policymakers the benefit of the doubt. I really do. For
Larry Summers Sketches The Coming Recession
On the eve of a jobs report which argued for the persistence of an overtly
S&P Could Fall 40% In ‘Severe Hawkish’ Scenario
If we assume the likes of Bill Dudley, Larry Summers and Olivier Blanchard are correct
Blanchard Warns ‘Zero Chance’ Of ‘Immaculate Conception’ Jobs Miracle
“A critical debate has emerged” around the outlook for the US economy and the Fed’s
‘Intentional Crash Landing’ May Be Fed’s Only Remaining Option
The odds of a “left-tail,” hard landing scenario for the US economy have “exploded higher.”
The Powell Doctrine
“My remarks will be shorter, my focus narrower and my message more direct,” Jerome Powell
If They’d Just Shut Up…
Fed officials need to stop talking. Or at least dial it down. Back in February,
Pozsar: Powell Would Risk US Depression To Slay Inflation
Zoltan Pozsar has a subtle suggestion for those attempting to forecast inflation: Consider the possibility
Best Hawkish Behavior
In the anxious aftermath of the June CPI report, among the worst in modern US
Quiet Please
It’s all housing on the data front in the US this week, and with Fed
US Labor Market Remains Hopelessly Distorted, Data Shows
US job openings were lower on the last business day of May, closely-watched data out
Of Recessions And Bears
US stocks are in a bear market. Maybe you noticed. A recession is either inevitable
Albert Edwards Sees Telltale Recession Signs
SocGen’s Albert Edwards sees telltale signs of an economic downturn. In and of itself, that
Powell Or Pozsar?
Jerome Powell is going to “keep pushing” until US inflation abates in “a clear and
‘Necessary’ Slowdown Doesn’t Mean Massive Job Losses, Goldman Says
Last week, Bill Dudley said the Fed should stop “sugarcoating” the message. He meant that
Is A US Recession ‘More Fear Than Fact’?
Not everyone agrees a US recession is “inevitable,” as Bill Dudley put it a few
‘If Not By Accident, By Design’: Why One Bank Sees US Recession
The Fed is on the brink of a policy error. You’ve probably heard that at
US Recession: ‘Soooo Consensus’
A trying week for markets and the international community ended with more bloodshed in Ukraine
Albert Edwards: ‘Fed Funds Won’t Rise Beyond 1%’
Over the past two weeks, I’ve been especially keen to suggest that the Fed is
Fed’s Rate Hikes May Shatter 14-Year Dream State
Bill Dudley thinks a US recession is “inevitable.” Not everyone agrees. Asset prices, for example,
‘No Breakthrough’
Peace talks in Istanbul yielded “no breakthrough,” the Kremlin said Wednesday. Lots of work remains
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