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…
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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…
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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…
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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..."…
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January 25, 2022
Two important macro indicators remain intact
Junk-related credit spreads and inflation expectations remain tame and aloft, respectively Both of these indicators are intact to the inflation that the Fed created and by extension, the widespread speculation…
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January 13, 2022
![Read more about the article The Fed’s inflated cake and a ‘quant’ of history [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/01/cake.png?fit=547%2C345&ssl=1)
The Fed’s inflated cake and a ‘quant’ of history [w/ edit]
A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to themes... A Cynical Fed is…
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January 5, 2022
Machines turn markets south on what everybody already knows
That would be the Fed minutes and the 'taper' I mean, the market can go bearish at any time. It can hold its supports and go bullish. It can rotate…
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January 5, 2022
The Wizard speaks
Watch Fed Chairman Jerome Powell speak after the central bank’s market-moving policy decision You may listen to the man talk about putting the Genie back in the bottle at the…
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December 15, 2021
Fed Funds Rate, CRB & 2yr yield; a macro picture
2-year Treasury yield indicates rising Fed Funds to come The link between commodities and Fed policy has been hit or miss (at best). However, when you add in the 2…
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December 15, 2021
Stuffing it back in the bottle!
The inflation Genie, that is... In this great adventure, the Fed creates inflation and then attempts to put it back in the bottle. Good luck with that! Federal Reserve: "Get…
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December 14, 2021
Win!
Whip inflation now! The Fed really did not like the scrutiny it came under in 2021 after 2020's balls out inflationary action. We know this by early bird hawk figurehead…
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December 6, 2021
Speed readers at the ready; November FOMC Statement
Translation: We inflated out of panic beginning in Q1 2020 and we are still inflating, but at a tiny increment less. Furthermore, the committee stands ready to continue the inflationary…
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November 3, 2021
Bond market to buy the news?
FOMC is set to cease bond buying The worst kept secret in the financial world is that the Fed is going to taper the bond buying macro manipulation that kick…
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November 2, 2021
Garden variety inflation… or Stag?
More indicators are triggering to the inflation view Giving the finger to the Fed's pretense as inflation fighters (taper: ooh, they must mean it) more market signals are tripping inflationary.…
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September 28, 2021
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