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Category Archives: Uncategorized
Week In Review – March 22
Summary Big move in 10-year yields fueled by dovish Fed and ugly German economic data German 10-year Bund yields crossed into negative territory Turkey and Brazil bond yields blow out on currency weakness and Brazil’s political risk we spoke about … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Stocks, Week in Review
1 Comment
QOTD: More On Moore
QOTD = Quote of the Day Memo to Senate: Just Say No …today the president nominates Stephen Moore to be a Fed governor. Steve is a perfectly amiable guy, but he does not have the intellectual gravitas for this important … Continue reading
Vol Spike…
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
Global Macro Monitor 