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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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Tag Archives: Fed
Week In Review – January 4
Summary What a week to start the year. U.S. stocks trading like an emerging market Big money flows into emerging markets, particularly big Latins. Look at move yields and currency U.S. bond yields spiked on Friday as stock shorts, as … Continue reading
Posted in Uncategorized, Week in Review
Tagged Biotech, bonds, Brazil Stocks, Commodities, Corn, Currencies, Fed, Performance, Stocks, Week in Review
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Druckenmiller on Economy & Fed – Bloomberg
Dec.18 — Billionaire investor Stanley Druckenmiller discusses the outlook for the U.S. economy, his investment strategy for stocks and bonds, President Donald Trump’s attempts to sway Federal Reserve policy and the prospects for a solution to the U.S.-China trade dispute. … Continue reading
Posted in Video, Whales
Tagged Bloomberg, bonds, Economy, Fed, Stan Druckenmiller, Stocks
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Where The Next Financial Crisis Begins
We are not sure of how the next financial crisis will exactly unfold but reasonably confident it will have its roots in the following analysis. Maybe it has already begun. The U.S. Treasury market is the center of the financial … Continue reading
FOMC: Hardly Tight, Hardly Loco
The data speaks for itself. Real Effective Fed Funds Rate (REFFR) The real effective Fed Funds rate (REFFR), the Federal Reserve’s target rate of overnight commercial bank reserves lending rate less the CPI year-on-year change, remains negative for the 36th … Continue reading
Posted in Fed, Interest Rates, Monetary Policy, Uncategorized
Tagged Fed, Monetary Policy, Real Fed Funds Rate
8 Comments
Browbeating the Fed 2.0
As the market melt and President Trump ramps up his rhetoric on Fed rate hikes, we thought you’d be interested in our July post. By the way, the geopolitics in the Taiwan strait are growing much hotter since we wrote. … Continue reading
Other Fowl Plays In The Emerging Markets
Fowl Play? The Twisted Linguistics of Turkey American turkeys and African guinea fowl, victims of Portuguese vagary, became inextricably mixed. Today the geographically garbled turkey is known as dinde (from poule d’Inde or chicken of India) in France, kalkoen (from Calicut hen) in the Netherlands, and indjushka (Indian … Continue reading
Posted in Black Swan Watch, Emerging Markets, Uncategorized
Tagged Argentina, Emerging Markets, Fed, Gold, Turkey
13 Comments
Is Trump Starting To Lean On The Fed Or Setting It Up?
President Trump said in an interview with CNBC’s Joe Kernan this morning he “does not agree”, is not “thrilled” or “happy” with the FOMC’s interest rate hikes. The full interview and transcripts will be available tomorrow. Click here for excerpt … Continue reading
QE And The Laurel vs. Yanny Distortion
Interesting clip from Wired, interviewing a neuroscientist explaining how people get the sound Laurel and Yanny name so different. The interview is profound if you take the principles and apply them to the markets. It’s all about reading the correct … Continue reading
Posted in Interest Rates, Monetary Policy, Uncategorized
Tagged Fed, Interest rates, Laurel, Monetary Policy, QE, Yanny
14 Comments
Cleveland Fed Dishes On Yield Curve Signal
Check out the latest from the Cleveland Fed president, Loretta Mester: Mester advised that there is “no evidence” for thinking that a flatter curve signals a weaker economy at this time, Reuters reported. She added that “structural factors,” such as bond-buying by central … Continue reading
Posted in Bonds, Fed, Monetary Policy, Uncategorized
Tagged Fed, Monetary Policy, Operation Twist, QE, Yield Curve
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Federal Reserve issues FOMC statement – March 21
March 21, 2018 Federal Reserve issues FOMC statement For release at 2:00 p.m. EDT Information received since the Federal Open Market Committee met in January indicates that the labor market has continued to strengthen and that economic activity has been … Continue reading
Posted in Fed, Monetary Policy, Uncategorized
Tagged Fed, FOMC Statement, March 21, Monetary Policy
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