As they ready the FOMC minutes to be inflicted upon the markets... We note that anti-inflation Treasury bonds are still in bounce mode and hence, yields are still in pullback…
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…
Of course, this is just one lowly participant viewing the market and the media/policy circus surrounding it. But Brainard did not just happen to pop out yesterday to explicitly state…
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…
![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&ssl=1)
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'…
The front page screenshot does not tell us much about the report's contents because I was spent from thinking about details all weekend. But it does have some very helpful…
![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&ssl=1)
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…
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…
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…
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…
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..."…
After a whipsaw into and through 'Fed minutes' Wednesday, the week ends with an important theme intact. All the usual key aspects are updated and we stay our course to…
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…
Repeat after me... "you have to invite the vampire into your house" Dow drops 500 points to session low after Powell mentions speeding up taper even amid omicron threat These…