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Tag Archives: Bernanke
The Weekend Read: Gold Fever!
In my theory of reflexivity I assert that the thinking of economic agents serves two functions. On the one hand, they try to understand reality; that is the cognitive function. On the other, they try to make an impact on … Continue reading
Are we too short Bernanke?
Sometimes we like to channel our inner bull, as in bovine, which is rare for ex-bond traders. Trying to see all angles of the dimly lit statue we call the market is a necessity to manage the risk that: a) … Continue reading
Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Economics, Equities, Fiscal Policy, Sovereign Risk
Tagged Bernanke, Economy, Outlook, Stock Market
1 Comment
The Illustrated History of the U.S. Credit Collapse
We constructed these charts with data from today’s release of the Federal Reserve’s Flow of Funds. They are both stunning and frightening as they illustrate the cardiac arrest that took place in the credit markets. The collapse in credit issuance/borrowing … Continue reading
Heads Up: Bernanke on 60 Minutes
(CBS) In a rare and frank interview, Federal Reserve Chairman Ben Bernanke talks to “60 Minutes” correspondent Scott Pelley about the troubled economy and the measures the central bank has taken to improve it for a segment to be broadcast … Continue reading
GIDDY-FRICKIN-UP!
Was it Bernanke’s piece in today’s Washinginton Post that a higher stock market is the economy’s healing balm? This approach eased financial conditions in the past and, so far, looks to be effective again. Stock prices rose and long-term interest … Continue reading
Posted in Commodities, Currency, Equities, Monetary Policy, Policy
Tagged Bernanke, Monetary Policy, Stock Market
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What the Fed did and why – Ben Bernanke
Ben Bernanke published an Op/Ed piece in today’s Washington Post explaining the FOMC’s action. Here are the money quotes, The FOMC decided this week that, with unemployment high and inflation very low, further support to the economy is needed. With … Continue reading
Posted in Equities, Monetary Policy, News, Policy, Politics
Tagged Bernanke, Equity Prices, FOMC, Monetary Policy
2 Comments
“Bernanke… is fundamentally misguided” – Newt Gingrich
We are wondering out loud if a Tea Party/Republican rout with both houses of Congress changing hands could blindside markets with a huge short covering rally in the dollar? QE2 needs to be large enough to offset the positive dollar … Continue reading
Posted in Commodities, Currency, Fiscal Policy, Gold, Monetary Policy, Politics
Tagged Bernanke, Gingrich, Monetary Policy, Tea Party
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Global Macro Monitor 