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Tag Archives: Federal Reserve
BFTP: The Biggest Risk At The Fed
BFTP = Blast From The Past It’s now been more than a year since this post. We can’t take a victory lap on such nonsense but we will say, “we told you so.” The consequences are gonna be … Continue reading
Posted in Fed, Monetary Policy, Uncategorized
Tagged Doves versus Hawks, Federal Reserve, FOMC, Open seats
1 Comment
Fed’s Failure To Communicate, Markets’ Failure To Count
Not to beat a dead horse but the following example just reinforces our last post. What the market perceives, Investors who are hoping the Federal Reserve signals a change or adjustment in its balance sheet policy on Wednesday are likely … Continue reading
Posted in Fed, Monetary Policy, Uncategorized
Tagged Balance Sheet, Federal Reserve, Monetary Policy
1 Comment
The Automatic Tapering Of Quantitative Tightening
We heard a market pundit today mention the Fed will soon begin to taper its reduction in the balance sheet. The pundit seemed convinced the balance sheet reduction is on track to total $600 billion per year as far as … Continue reading
Posted in Monetary Policy, Uncategorized
Tagged Balance Sheet Reduction, Federal Reserve, QT
2 Comments
The Biggest Risk At The Fed
It is FOMC day, and the committee just raised the Fed Funds rate another 25 bps. Well, actually, they increased the interest rate on excess reserves (IOER) by 25 bps to target a higher Fed Funds rate. That is an additional … Continue reading
Posted in Fed, Monetary Policy, Uncategorized
Tagged Doves versus Hawks, Federal Reserve, FOMC, Open seats
10 Comments
FOMC Dot Plot & Other Data – March 21
Posted in Fed, Monetary Policy, Uncategorized
Tagged Dot Plot, Economic Projections, Federal Reserve, FOMC, Monetary Policy
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Policy Leanings Of Current FOMC
Posted in Fed, Monetary Policy, Uncategorized
Tagged Federal Reserve, FOMC Leanings, Monetary Policy
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QOTD: Liqudity
“..liquidity is OK. But it may be more fragile, and more prone to disappearing in stress situations…There hasn’t been a liquidity-related incident that has had a significant effect on the real economy. That doesn’t mean it won’t happen.” – Jay … Continue reading
Wolf’s Fed Verdict – FT
The Federal Reserve’s decision not to raise rates sparked a negative reaction from stock markets, and complaints from investors. Martin Wolf, in conversation with John Authers, defends the Fed’s decision. For more video content from the Financial Times, visit http://www.FT.com/video … Continue reading
Staying safe in the Fed’s new world – FT
Once the US Federal Reserve raises interest rates it is expected that it will stop at 2%, a zero real rate. David Riley, head of credit strategy at BlueBay Asset Management, tells the FT’s Dan McCrum that investors need new … Continue reading
Fed hides nuggets in minutes – FT
FT US Alphaville Editor Cardiff Garcia and his collaborator Matthew Klein examine the clues given by the central bank board members about the trajectory of the US economy which triggered the market reaction to the Fed minutes, sending gold higher … Continue reading
Global Macro Monitor 