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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Monthly Archives: March 2019
Vol Spike…
Still waiting for evacuation. #VikingSky #Mayday pic.twitter.com/6EvcAjf5D2 — Alexus Sheppard 🏳️🌈 (@alexus309) March 23, 2019
Posted in Uncategorized
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Global Risk Monitor – March 22
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks
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Exactly As We Suspected…
Ugghhh…. Scoop on how this went down: At lunch last week, Kudlow showed Trump Stephen Moore’s op-ed in WSJ. Trump said: Why didn’t we make him Fed chair. Kudlow said you could name him to one of open seats. Trump … Continue reading
Posted in Uncategorized
2 Comments
This Should Concern And Worry Everyone
Adios to Fed independence. This will hurt the reserve currency status of the dollar. Did you read his clueless and ideology laced OpEd last week? Now obvious nothing more than an audition cover letter. Why are wheat and soybean prices … Continue reading
Posted in Uncategorized
1 Comment
FOMC: Bid Adieu to QT
Just our quick take on today’s Fed. The major takeaway from today’s FOMC announcement is the end of QT in September with the cap moving down to $15 billion in the SOMA Treasury portfolio in May. The Committee intends to … Continue reading
Posted in Monetary Policy, Uncategorized
Tagged Crowding Out, Fed, FOMC, Quantitative Tightening
3 Comments
QOTD: Fading Breton Woods = Instability – Arminio Fraga
QOTD = Quote of the Day …with the US less dominant and less willing to provide global economic and financial leadership, systemic instability is likely to increase. As the American economic historian Charles Kindleberger famously warned, this typically occurs in … Continue reading
Posted in Geopolitical, Quote of the Day, Uncategorized
Tagged Armenio Fraga, Breton Woods
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