Operation Twist 1.0 was a stroke of pure (evil) genius by Ben Bernanke 15 years ago, and two modern day Wizards may be trying to engineer something similar today "Sanitize"…
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
More "economic soft landing" hype hits the media, a perfect complement for the seasonal stock market party First there was the most cartoonish representation of the season, courtesy of the…
The 10yr-2yr yield curve is grinding out a would-be steepener after the secondary extreme inversion The yield curve is pulling back currently as the Wizard has resumed complete control. Jerome…
CME Group shows this to be the last Fed rate hike of this cycle Of course, all you have to do is look at the indicators beneath the surface to…
Powell cheers the stock market with words of a softening stance Or at least that is how markets are interpreting the smaller rate hikes to come. Problem is, we already…
Trey was an NFTRH subscriber back when he was a research analyst at Sprott, and has since gone on to form or at least become a major part of the…
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..."…
A subscriber asked my thoughts on this article at Zero Hedge. The Fed Has Monetized All Treasury Issuance In 2020 From the article... “We are ruined if we do not…
16% seems high to me because I don't think the Fed would want to prick the bubble they've re-blown so soon. Especially since the 2 year yield is still on…
Dow futures rise as China pledges to stimulate coronavirus-hit businesses China is again taking economic action as the market awaits the Fed Minutes this afternoon. The market has been mostly…
"There is nothing wrong with your television set [market signaling]. Do not attempt to adjust the picture [ratios, indicators, free market inputs]. We are controlling transmission [of the signals you…
Since NFTRH 543 was also known as the 'What if... Inflation?' report, I was attuned to the subject; and on cue here comes Keith Weiner with a knockout punch. Keynes…
Anthony Sanders has one of his short and entertaining posts (the Fed is a 97 lb. weakling, you know) about the Everything Bubble (@Biiwii)... Mother Of All Bubbles (MOAB) And…