About Those Bond Yields
The idea was that the Fed needs the market to crack because the Fed does not want to see bond yields get out of the barn and blow the whole…
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October 26, 2018
Fed’s Bostic: “Little Reason to Keep Our Foot on the Gas Pedal”
It's as clear as day, the point I was trying to make on Sunday... "Trump is fiscally pumping the economy. That is what is different. The Obama administration fiscally burdened…
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October 23, 2018
The Fed Has Not Overshot
Donald Trump throws tantrums over the Fed's persistent (and correct) course of tightening on the Fed Funds rate (FFR). But this chart states that the Fed is in no imminent…
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October 15, 2018
FOMC Today
5+ hours until the next rate hike. According to the futures wise guys @ CME Group the Fed will be boosting by another .25% today. My large SHV position thanks…
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September 26, 2018
The Bull in the China Shop Takes Aim at Monetary Policy
Dumbass. Were he a Democrat benefiting from nothing but monetary chicanery to boost asset markets it would be different. But he's a (sort of) Republican who came into office with…
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July 19, 2018
Macro Tourist on SOMA, QT & SPX
It's almost too simple. Check for big Fed Treasury Bond maturity dates and put on your flak jacket if you're a stock investor. Check this out from Kevin Muir of…
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May 16, 2018
FOMC Week: Goodbye Janet, Any Last Minute Surprises?
According to the wiseguys speculating in Fed futures Janet Yellen's last meeting is going to be a docile affair as she gently rides off into the sunset (and presumably, the…
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January 30, 2018
Yellen Rides Into the Sunset
From NFTRH 477: Bring on FOMC! Aside from providing a potential exclamation point to the gold sector correction, this week’s (Dec. 13th) rate hike will serve as Janet Yellen’s last…
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December 14, 2017
SHV: Still One of My Favorite Charts
Even as I speculate in the financial markets along with all the other casino patrons, this remains one of my favorite charts, because it shows what my unused cash has…
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November 7, 2017
FOMC
Information received since the Federal Open Market Committee met in July indicates that the labor market has continued to strengthen and that economic activity has been rising moderately so far…
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September 20, 2017
FOMC T-Minus 1 Day; NFTRH’s One and Only FOMC Post
So these people are sitting around this table today. This is so important that the CME Group keeps a countdown going by which we can wait with baited breath. They…
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September 19, 2017
FOMC Hot Off The Press
Information received since the Federal Open Market Committee met in March indicates that the labor market has continued to strengthen even as growth in economic activity slowed. Job gains were…
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May 3, 2017
FOMC… Ho Hum, But There Is This…
The FOMC sat on its hands to no one's surprise but the bit that I guess is supposed to get people on tenterhooks is this... Against this backdrop, the Committee…
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November 2, 2016
Yellen: Deeper Down the Rabbit Hole We Go
Where once Alan Greenspan was vilified for dropping interest rates too low for too long and thereby inflating a credit bubble (before his bouncing baby bubble forced him to try…
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September 29, 2016