.75% hike in the bag
FOMC will raise the funds rate by .75% on November 2 So says CME Group... And so says the bond market... ...as the Continuum spikes to and through our target…
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October 19, 2022
![Read more about the article Yield Curve: Peak Fed? [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/10/indicators.jpeg?fit=500%2C400&quality=89&ssl=1)
Yield Curve: Peak Fed? [w/ edit]
As per one of my favorite 'not taking the analysis too seriously' market memes... ...we note that global casino patrons are good and pissed, scared and downright apoplectic. Especially overseas…
October 18, 2022
Fed minutes: what else is new?
Fed minutes show the hawking Fed fully feathered They can't be this dumb. So there has to be a reason why the Fed, despite myriad signs of economic and inflationary…
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October 12, 2022
.75% rate hike probability rises with commodity bounce, inflation indicators go the other way
FOMC, inflation, commodities & gold Even as inflation expectations roll over from the 2022 high... ...the CRB index continues to bounce. Here's DBC for an up to the minute view.…
October 6, 2022
CME wiseguys see at least .5%, favor .75% for next FOMC meeting
CME Group traders favor a .75% Fed Funds Rate hike on November 2nd Meanwhile, inflation expectations have been cracking lately. My thesis is and has been that the Fed is…
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October 3, 2022
Speed readers to your marks…
Because here's the anticlimactic event (that's an assumption because this is written prior to the FOMC release) you've been waiting for... September 21, 2022 Federal Reserve issues FOMC statement For…
September 21, 2022
T-minus 1 day, 4 hours and 42 minutes…
Eggheads assemble, as FOMC meets Ooh, can't you just cut the tension with a knife? FOMC is going to hike the funds rate by at least .75% tomorrow and according…
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September 20, 2022
Fed hawk blitz continues
Fed speakers hawking in unison From Powell to Williams to Mester, they are being trotted out to deliver the message in case you have not heard. The Fed really REALLY…
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August 31, 2022
Stock market assigns more power to the Fed than gold bugs do
The stock market is very predictable in its Fed obsession A frustration of dyed in the wool gold bugs is that a debt soaked system moves forward on little more…
August 26, 2022
Media Jawbone of all Jawbones…
"All eyes are on Powell’s widely anticipated 10 a.m. ET speech at the central bank’s annual symposium in Wyoming." Oh really, Mr. MSFM article? Really? All eyes are on Powell…
August 26, 2022
![Read more about the article Enter the Jawbones [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/02/jawbone.png?fit=512%2C364&quality=80&ssl=1)
Enter the Jawbones [w/ edit]
FOMC is 1.5 months away but the jawbones interfere with markets at will [edit] I actually got up on the wrong side of the bed, so I am not my…
August 2, 2022
FOMC: Speed readers on your marks…
Hot off the press... Recent indicators of spending and production have softened. Nonetheless, job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains…
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July 27, 2022
Hussman’s latest: Are we there yet?
John Hussman's July market comment Are We There Yet? I have not read ole' Doc Hussman in years but I've had him linked at this site for many years and…
July 12, 2022
The Fed’s position, in one picture
The Fed Funds rate has caught up to the 3 month T-bill yield, but the 2 year yield lurks above You can see that the Fed closed the gap as…
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June 15, 2022