![Read more about the article Powell Cuts, Trump Throws a Twantrum [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2018/10/fed.png?fit=303%2C123&quality=80&ssl=1)
[edit] I may have misspoken in the post below. If my hazy memory serves I think I remember something about Powell not being a formally trained economist. But it does…
Actually, the post title was written before the release. So I have no clue what comes next. Just assuming, as I get the post ready to be Johnny on the…
![Read more about the article Repo, Not Repo, Repo… but no, we are not in Wonderland [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2019/09/nyfed.png?fit=209%2C130&quality=80&ssl=1)
[edit] Thanks again to Dylan, here is more that may make your head explode (don't let it, you are going to need it on the other side of FOMC): Repo…
An email from a subscriber prompts this mini update here at T-minus 1 day to FOMC. In response to this morning's rate cut probabilities post Mark asked my thoughts about…
While a majority of wise guys still expect the Fed to cut the Funds Rate tomorrow, the percentage has dropped significantly, from what I seem to remember as near-unanimous in…
I cannot profess to tell others how to effectively manage their accounts because I am a lowly participant who is learning all the time. The truth is that 2019's learning…
Opening Notes As advised on Sunday this week's report will be abbreviated due to travel plans and we'll be back to our regular programming next week with NFTRH 566. I…
Trump's rage tweeting against the Fed continues. Let's translate, shall we? As your President, my job is to get reelected and in order to get reelected I need to keep…
The 10yr/2yr spread is making a lower low, that breaks the steepening trend of 2019 and the signal would normally be thought to be Goldilocks; where inflationists get killed, gold/silver…
![Read more about the article Yield Curve Control, Whether Intended or Not [edit: Trump Tweets, Dow shears 300 points; high comedy]](https://i0.wp.com/nftrh.com/wp-content/uploads/2019/08/yc2-1.png?fit=372%2C120&quality=80&ssl=1)
[edit] I started a simple yield curve post with the markets very green and before hitting the Publish button see a red stock market on Trump tweets, about which I…
"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…
Both compliments of MarketWatch, this morning's Debt Zombies article I highlighted was something that I thought highly of, obviously. The writer is no b/s and clear. The "debt Zombies" theme…
Isn't that how it goes? A society (or in this case several developed societies now competing in the currency war) collectively spends more than it has saved and individually its…
A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has instigated some market noise with the theme being a…