Tag Archives: Janet Yellen

Yellen Says Curve Likely To Be Flatter – Bloomberg

Posted on December 13, 2017 by macromon
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Here Is Where The Volatility Is…

Posted on October 4, 2017 by macromon

Unbelievable vol in the prediction markets over the next Fed chair. Checked last night and Neel Kashkari, the super dove,  was over 30 cents.   John Taylor, the rules-based Stanford prof,  was up around 20 cents.   Kevin Warsh, who leans hawkish … Continue reading →

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Janet Yellen’s Jackson Hole Speech

Posted on August 25, 2017 by macromon

August 25, 2017 Financial Stability a Decade after the Onset of the CrisisFinancial Stability a Decade after the Onset of the Crisis Chair Janet L. Yellen At “Fostering a Dynamic Global Recovery,” a symposium sponsored by the Federal Reserve Bank … Continue reading →

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Jackson Hole Schedule

Posted on August 24, 2017 by macromon

Note,  mountain time —  add two hours for NY time.   No expectations of policy from Yelen or Draghi.  Nothing priced.  Either a big yawn or big market move. Source:  Kansas City Federal Reserve Bank

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Debate Within The FOMC: Bubblistas v. Efficient Marketistas?

Posted on August 22, 2017 by macromon

We have finally made the time to more closely review the release of last week’s Fed minutes from the July 25-26 meeting.   We kind of like what we see. Debate Breaking Out Among FOMC Members? A debate appears to breaking … Continue reading →

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Did Janet Yellen Hear Us?

Posted on July 21, 2017 by macromon

In our piece, Reflexivity And Why The Fed Must Sell The Long End, posted on June 13th,  we warned of the dangers of a flattening yield curve based on distorted interest rates due to QE. ..some still look to the badly distorted bond … Continue reading →

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TOTD: Today’s Rare Market Feat

Posted on July 12, 2017 by macromon

This would be the 4th time in 20 years that stocks, bonds and gold all up by > 0.25% on the Fed Chair’s semi-annual testimony.  – Sentimen Trader (TOTD = Table of the Day)

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Gary Cohn As Next Fed Chairman?

Posted on July 11, 2017 by macromon

Politico out with a piece tonight citing souces that National Economic Council Director and Goldman alum, Gary Cohn, is the leading contender to replace Janet Yellen next January.    Interesting timing as it comes on the eve of Janet Yellen’s two-day … Continue reading →

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Janet Yellen’s Inner Circle – ReutersTV

Posted on February 12, 2014 by macromon

As Janet Yellen faces Congress for the first time as Fed chair, here’s a look at her inner circle – four trusted advisers who have her ear and whose public words will closely align with her own thinking. – ReutersTV … Continue reading →

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Yellen’s deflationary challenge – FT

Posted on February 10, 2014 by macromon

Tomorrow is a big day for the new Fed Chair. Janet Yellen, the new Federal Reserve board chair who gives testimony to Congress on Tuesday, may need to address deflation risks, says US markets editor Michael Mackenzie. He also discusses … Continue reading →

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