FOMC
Overall economic activity appears to have picked up after edging down in the first quarter. Job gains have been robust in recent months, and the unemployment rate has remained low.…
Comments Off on FOMC
June 15, 2022
CME Group considers .75% in the bag
FOMC to raise the funds rate by .75% It's actually not big news as last week CME Group traders had crept up to 20% odds that the Fed was going…
Comments Off on CME Group considers .75% in the bag
June 14, 2022
A pivotal juncture for gold, gold stocks
Another hot CPI fails to suppress gold With FOMC on tap with an upcoming .5% rate hike, gold got hammered and bounced back with a vengeance on 'CPI' Friday. The…
June 10, 2022
Goons, T-minus 90 minutes…
It's Fed Minutes Wednesday The media will give us a heaping helping of hype (HHH or 3xH) today as the goons release what they talked about at the last FOMC…
Comments Off on Goons, T-minus 90 minutes…
May 25, 2022
FOMC, hot off the press
With CME, you and me all expecting .5% hike that's a given. The wording will be interesting, but we all know the bond market is forcing them to do what…
May 4, 2022
Eggheads tardy in doing the right thing
FOMC finally to get a bit more serious about its hawkish stance After delaying and probably hoping against hope it would not have to do this, the Fed has to…
May 2, 2022
Lael (big) Brainard jawbones the market
Lael Brainard jawbones amped up rate hikes I was doing something non-market for a while, came back and saw my holdings having taken a bit of a haircut since last…
April 5, 2022
![Read more about the article Fed not hawkish; hellflation or liquidation ahead [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/01/indicators2.png?fit=256%2C256&quality=80&ssl=1)
Fed not hawkish; hellflation or liquidation ahead [w/ edit]
Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…
Comments Off on Fed not hawkish; hellflation or liquidation ahead [w/ edit]
March 17, 2022
You tell ’em, Jim
St. Louis Fed president James Bullard holds the line Click graphic, get article with James Bullard hawking in monotone. I don't know why they've trotted him out again, as if…
Comments Off on You tell ’em, Jim
February 17, 2022
![Read more about the article Fed Jawbones mean business [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/02/jawbone.png?fit=512%2C364&quality=80&ssl=1)
Fed Jawbones mean business [w/ edit]
3 month T-bill yield is demanding the Fed raise the Funds rate And the Fed is listening. [edit] After this post was published another Hawkish jawbone came in the form…
Comments Off on Fed Jawbones mean business [w/ edit]
February 10, 2022
Jawbones on parade
As the market rises, Fed jawbones emerge on cue But it's more than just stocks, check out the 2yr yield below. That's the real driver. You see, into the last…
Comments Off on Jawbones on parade
February 9, 2022
SPX, CRB & Gold performance after 1st Fed hike
Stocks, commodities and gold after the Fed raises the Funds Rate The S&P 500 has been positive upon the first hike of the Fed Funds rate on the last two…
Comments Off on SPX, CRB & Gold performance after 1st Fed hike
January 26, 2022
Economic Eggheads of the oval table speak…
I wrote the title before the release and don't know what the January FOMC statement will say. My guess? No policy change (hold today, hike anticipated in March) with maybe…
Comments Off on Economic Eggheads of the oval table speak…
January 26, 2022
“The Fed is likely…”
As FOMC meets to discuss what everybody knows... The Fed is likely to signal a March interest rate hike and that further policy tightening is coming "The Fed is likely..."…
Comments Off on “The Fed is likely…”
January 25, 2022